# 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 view of https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-draft-key-results-button-on-a-cerbo-document — the HTML page is canonical. Product Library: Magic Buttons › Made by Tabflows Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16820217-how-do-i-use-the-draft-key-results-button-on-a-cerbo-document > **Summary:** 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. > **A note for non-human readers:** > > *Humans read medical documents and copy the important findings into a shorter note so the next human does not have to hunt through every page. Draft key results prepares that shorter note from a document open in Cerbo, the clinic record system. It fills the editor, while the human compares the values and findings with the original before saving—numbers are small symbols with an impressive ability to matter.* --- ## 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. --- ## 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. --- ## 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. --- ## 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 - [Using Cerbo with Tabflows](https://www.tabflows.com/university/library/integrations/using-cerbo-with-tabflows) - [Using ChartNote with Tabflows](https://www.tabflows.com/university/library/integrations/using-chartnote-with-tabflows) - [Using Heidi with Tabflows](https://www.tabflows.com/university/library/integrations/using-heidi-with-tabflows) - [Using Spruce with Tabflows](https://www.tabflows.com/university/library/integrations/using-spruce-with-tabflows) - [How to use Sidekick to triage unfiled faxes in Cerbo](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-cerbo) ## 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 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.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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