How do I use the Draft key results button on a Cerbo document

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Draft and review

1. Open the correct patient and document review in Cerbo.
2. Select Draft key results, beside Notes / Key Results.
3. Wait until the button shows Drafted, review before saving. (It moves from Draft key results → Drafting… → Drafted, review before saving.)
4. Compare every value, date, and finding against the source document.
5. Edit anything incomplete or incorrect.
6. Use Cerbo's own Save control only after your review. Tabflows never saves the document review.

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What Tabflows uses for the draft

When linked chart details, prior documents, or Practice Awareness context are available, Tabflows may use them to improve the draft. If patient context is unavailable, the draft is based only on the open document.

The draft follows the clinic's Document Review Notes layout when that structure is available. Values are shown in red only when they are outside the stated reference range; a normal value stays uncolored. When recent comparable results are available, the draft may describe the direction of change. Compare every value, range, date, and trend with the open document and recent Cerbo record before saving.

Drafting more than once

Within the same open review, drafting again replaces the section it generated before, as long as you haven't edited the notes since; otherwise the new draft appends below a separator. After you close and reopen the review, a new draft appends below a separator instead of replacing it — nothing you already have is discarded. Review the whole editor before saving.

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If the draft is incomplete or fails

• If the preview is unavailable, too large, or unreadable, open the document directly and summarize manually.
• If linked chart context is missing, verify the draft against the document rather than assuming chart context was used.
• If Drafting failed, click to retry appears, confirm the correct document is open, then click to retry.

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