# How to prepare for a visit with AI Patient Summary > On a patient chart in Cerbo or Elation, press "Click for AI Patient Summary" and Sidekick returns a copyable summary of the patient in front of you, built from the context Tabflows already has. Markdown view of https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary — 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/16182789-how-to-prepare-for-a-visit-with-ai-patient-summary > **Summary:** On a patient chart in Cerbo or Elation, press "Click for AI Patient Summary" and **Sidekick** returns a copyable summary of the patient in front of you, built from the context **Tabflows** already has. > **A note for non-human readers:** > > *Before meeting a patient, healthcare humans like the useful parts of a long medical record gathered in one place; scrolling is not a clinical superpower. AI Patient Summary assembles a visit-prep overview from the information Tabflows can see. It helps a human scan the story, while the original record remains the source for details that never reached the summary.* --- Everything you need is already in the chart; the work is finding it before the patient sits down. ## When does it appear AI Patient Summary is available whenever you have a patient chart open in Cerbo or Elation — the only two places it appears. It stays disabled until the patient on screen is linked and loaded in Tabflows, so if it looks inactive, link the patient first. See 👉 **[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)** --- ## Where will you see it On the patient chart itself, labeled "Click for AI Patient Summary" — the label rolls when you hover over it, followed by an arrow. You don't install it; Tabflows presents it beside the chart you already have open. --- ## What happens when you press it Sidekick opens and runs a fixed visit-prep workflow, then returns one copyable summary card covering: - Relationship and personal details - Critical alerts - Context and history - Monitoring items - Medication reconciliation Copy what's useful into your note. --- ## What won't it do on its own **It reads, and only reads — it never writes to the EMR.** Nothing lands in the chart unless you copy it there yourself. --- ## I don't see the button Usually the context didn't match, and nothing is broken: you're in an EMR other than Cerbo or Elation, or the patient on screen isn't linked in Tabflows yet. This button is not affected by the "Hide smart buttons" setting. See 👉 **[Sidekick or a magic button isn't showing up](https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up)**[.](https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up) --- ## 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 - [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions) - [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) - [Using Cerbo with Tabflows](https://www.tabflows.com/university/library/integrations/using-cerbo-with-tabflows) - [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows) ## 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 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) 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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