# Magic Buttons

> One-click buttons that launch entire workflows.

Markdown view of https://www.tabflows.com/university/library/magic-buttons — the HTML page is canonical.

One-click buttons that launch entire workflows.

## About Magic Buttons
- [What magic buttons are and why they appear beside your work](https://www.tabflows.com/university/library/magic-buttons/what-magic-buttons-are-and-why-they-appear-beside-your-work): A magic button is a decision Tabflows has already worked out, presented beside the work it acts on when it comes up.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/what-magic-buttons-are-and-why-they-appear-beside-your-work.md
- [Button status, retries, and Tab Actions](https://www.tabflows.com/university/library/magic-buttons/button-status-retries-and-tab-actions): A 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.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/button-status-retries-and-tab-actions.md
- [How to turn smart buttons and auto-drafting on or off](https://www.tabflows.com/university/library/magic-buttons/how-to-turn-smart-buttons-and-auto-drafting-on-or-off): Two 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.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-to-turn-smart-buttons-and-auto-drafting-on-or-off.md
- [Reply to patient texts 5x faster with the Draft Assist Magic Button](https://www.tabflows.com/university/library/magic-buttons/reply-to-patient-texts-5x-faster-with-the-draft-assist-magic-button): Draft Assist uses available patient and conversation context to create a ready-to-review reply. You stay in control—review, edit, and send it yourself.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/reply-to-patient-texts-5x-faster-with-the-draft-assist-magic-button.md

## Made by Tabflows
- [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch): Generate 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).
  Markdown: https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch.md
- [How to prepare for a visit with AI Patient Summary](https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary): On 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.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary.md
- [How do I use Referral Assist to draft a referral letter](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter): Open 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.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter.md
- [How do I use the Schedule button to handle a scheduling request](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-schedule-button-to-handle-a-scheduling-request): When 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.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-schedule-button-to-handle-a-scheduling-request.md
- [How do I use the Draft key results button on a Cerbo document](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-draft-key-results-button-on-a-cerbo-document): While 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.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-draft-key-results-button-on-a-cerbo-document.md

## Patient linking
- [1-Click patient navigation across your connected systems](https://www.tabflows.com/university/library/magic-buttons/1-click-patient-navigation-across-your-connected-systems): Confirm patient matches across supported systems, then reuse those clinic-wide links to return to the correct profiles with fewer repeated searches.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/1-click-patient-navigation-across-your-connected-systems.md
- [How do I link a patient across your systems](https://www.tabflows.com/university/library/magic-buttons/how-do-i-link-a-patient-across-your-systems): Confirm that two profiles belong to the same patient, then save a clinic-wide link so Tabflows can open the correct chart the next time.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-do-i-link-a-patient-across-your-systems.md
- [How do I unlink the wrong patient profile](https://www.tabflows.com/university/library/magic-buttons/how-do-i-unlink-the-wrong-patient-profile): Remove a clinic-wide shortcut that points to the wrong patient profile, then verify and connect the correct patient profile.
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-do-i-unlink-the-wrong-patient-profile.md

## Related markdown

Section index: [Library](https://www.tabflows.com/university/library.md)

Alongside this page:

- [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md)
- [Integrations](https://www.tabflows.com/university/library/integrations.md)
- [Marketplace](https://www.tabflows.com/university/library/marketplace.md)
- [Mobile](https://www.tabflows.com/university/library/mobile.md)
- [Practice brain](https://www.tabflows.com/university/library/practice-brain.md)
- [Security and privacy](https://www.tabflows.com/university/library/security-and-privacy.md)
- [Sidekick](https://www.tabflows.com/university/library/sidekick.md)
- [Tasks](https://www.tabflows.com/university/library/tasks.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.