Draft a patient reply without starting from scratch

---

What is Draft Assist?

Draft Assist is a one-click drafting feature available in Spruce text and secure-message conversations (not Spruce email).

Open a patient conversation and a reply draft appears in the AI DRAFT bar by the message box—written from the patient and clinic context available to Draft Assist. It uses available patient information from supported connected data sources, checks available clinical records, uses available clinic knowledge, and explains its reasoning before you send a single word.

---

How to use Draft Assist

1. Open a patient conversation in Spruce.

2. Click Generate above the message box.

   • If auto-generation is enabled, a draft may appear automatically.

3. Review the suggested reply in the AI DRAFT bar by the message box.

4. Click Insert to add it to the message box.

5. Make any edits needed, then send when ready.

---

How to enhance drafted messages

If the message is inserted in the Spruce message box, select Enhance for a revised version.

Hover over Enhance to add a direction such as “Make it warmer and shorter.” The revision replaces the current draft for review but is never sent automatically. Use Undo to restore the previous wording. Enhance works in supported Spruce text and secure-message conversations, not Spruce email.

---

Controlling how Draft Assist behaves

You can adjust Draft Assist settings in the Tabflows sidebar under Clinic Settings → Profile → Account → Sidekick:

By default, Draft Assist auto-generates when you open a Spruce conversation. If you'd rather trigger it manually, toggle on Disable auto-generation.

---

Personalize how your drafts sound

Personalization controls how Draft Assist writes, not when it appears.

To add a preference:

1. Open Profile → Your preferences
2. Click Add Preference.
3. Add a short title and a specific instruction.
4. Click Create.
5. Generate a new draft to test it.

Preferences can guide:

• Tone and warmth
• Preferred length
• Directness
• Greetings and closings
• Phrases to use or avoid
• How next steps should appear

Specific instructions work better than broad requests such as sound more human.

Read 👉 Make Sidekick sound more like you with Preference

---

What Draft Assist checks before writing

• Available patient information from supported connected data sources
• Available clinical records from connected systems
• Recent messages in the current conversation
• Your clinic's knowledge base
• Your saved preferences

---

Review before sending

Check the draft for:

• Clinical accuracy
• Appropriate tone
• Correct patient context
• A clear next step
• Details that should not be included

---

Next: Handle non-patient work

See how Sidekick helps with clinic questions and other work that isn’t tied to a patient conversation.

Using Sidekick for non-patient work

---