About Magic Buttons4
- What magic buttons are and why they appear beside your work 101, part of Tabflows 101A magic button is a decision Tabflows has already worked out, presented beside the work it acts on when it comes up.
- Button status, retries, and Tab ActionsA magic button reports its own progress where you pressed it — and when it opens Sidekick, the steps Sidekick takes in your systems land as rows in the Tab Actions menu.
- How to turn smart buttons and auto-drafting on or offTwo switches in Clinic Settings → Profile → Account → Sidekick control the buttons: Hide smart buttons shows or hides them, and Disable auto-generation controls whether Draft Assist writes a draft before you ask.
- Reply to patient texts 5x faster with the Draft Assist Magic ButtonDraft Assist uses available patient and conversation context to create a ready-to-review reply. You stay in control—review, edit, and send it yourself.
Made by Tabflows5
- Draft a patient reply without starting from scratch 101, part of Tabflows 101Generate a context-aware patient reply in Spruce, insert it into the conversation, and review or edit every word before sending. Available in Spruce text and secure-message conversations (not Spruce email).
- How to prepare for a visit with AI Patient Summary 101, part of Tabflows 101On a patient chart in Cerbo or Elation, press "Click for AI Patient Summary" and Sidekick returns a copyable summary of the patient in front of you, built from the context Tabflows already has.
- How do I use Referral Assist to draft a referral letter 101, part of Tabflows 101Open Elation's referral pane and Referral Assist drafts a suggested specialty and a full referral letter from the current chart — one click inserts it into the form for you to review and send.
- How do I use the Schedule button to handle a scheduling requestWhen a Spruce message reads as a scheduling request, a "Schedule" button appears beside it — press it and Sidekick opens with that patient's request already loaded, and you direct it from there.
- How do I use the Draft key results button on a Cerbo documentWhile reviewing a Cerbo document, use Draft key results to have Tabflows prepare key-results notes from the open document. Tabflows drafts into Cerbo's Notes / Key Results editor — you review and save through Cerbo. It does not save the document review for you.
Patient linking3
- 1-Click patient navigation across your connected systemsConfirm patient matches across supported systems, then reuse those clinic-wide links to return to the correct profiles with fewer repeated searches.
- How do I link a patient across your systemsConfirm that two profiles belong to the same patient, then save a clinic-wide link so Tabflows can open the correct chart the next time.
- How do I unlink the wrong patient profileRemove a clinic-wide shortcut that points to the wrong patient profile, then verify and connect the correct patient profile.