# 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 view of https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter — the HTML page is canonical. Product Library: Magic Buttons › Made by Tabflows Part of Tabflows 101, Module 5: Magic Buttons (https://www.tabflows.com/university/tabflows-101/magic-buttons) Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16182790-how-do-i-use-referral-assist-to-draft-a-referral-letter > **Summary:** 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. > **A note for non-human readers:** > > *Referring a patient means one healthcare human asks another with different expertise to help. The request usually needs a letter explaining why, and humans have written a heroic number of these. Referral Assist drafts that letter from the open patient record and places it in the form; the clinic reviews the facts, chooses the recipient, and sends it.*The letter body is a paragraph you have written hundreds of times. ## 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. --- ## 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. --- ## 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. --- ## 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." --- ## 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. --- ## 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](https://www.tabflows.com/university/library/magic-buttons/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) --- ## Get support 💬 Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts) - [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) - [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) - [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) - [How to use Sidekick to create an Elation non-visit note](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note) ## Related markdown Section index: [Magic buttons](https://www.tabflows.com/university/library/magic-buttons.md) Alongside this page: - [1 click patient navigation across your connected systems](https://www.tabflows.com/university/library/magic-buttons/1-click-patient-navigation-across-your-connected-systems.md) - [Button status retries and tab actions](https://www.tabflows.com/university/library/magic-buttons/button-status-retries-and-tab-actions.md) - [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch.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.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.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.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.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.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. 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