How do I use Referral Assist to draft a referral letter

When Referral Assist appears

Referral Assist is:

• Available in Elation’s referral pane.
• Shown as a REFERRAL ASSIST chip with the Tabflows mark.
• Hidden when Hide smart buttons is on.

It reads the open chart to determine whether the context supports a referral suggestion.

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Where will you see it

As a banner chip labeled "REFERRAL ASSIST", carrying the Tabflows mark. You don't install it; Tabflows presents it with the pane.

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What happens when you press it

Referral Assist drafts a suggested specialty and a complete referral letter body from the current chart context. Press "Insert" and the letter lands in Elation's referral form.

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What do you see while it runs

The chip reports each step — "Drafting...", then the suggested referral with Insert, then "Inserting...". On success the button reads "Inserted ✓"; if Tabflows can't match a To contact, it says "Letter inserted — select the To contact manually."

If the chart doesn't point to a referral, it says so instead: "No referral suggested from the current chart context."

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What won't it do on its own

Referral Assist drafts and inserts. That is all it does. The letter sits in your Elation form, where you read it, edit it, check the To contact, and send it the way you always have. It does not send, fax, or submit the referral.

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I don't see the button

Open Elation’s referral pane for the intended patient and confirm Hide smart buttons is off. Update or refresh Tabflows, then reopen the referral pane. If Referral Assist still does not appear, contact Tabflows Support.

See 👉 Turn smart buttons and auto-drafting on or off.

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