How to turn smart buttons and auto-drafting on or off

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How to show or hide magic buttons

The Hide smart buttons toggle controls the Draft Assist button, the Schedule button, the AI task recommendation button, and Referral Assist. It does not affect the Tabflows sidebar or the AI Patient Summary button.

1. Open the Tabflows sidebar.
2. Click Clinic Settings.
3. Go to Profile → Account.
4. Find the Sidekick section.
5. Toggle Hide smart buttons on to hide them, or off to bring them back.

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Choose when Draft Assist writes

By default, Draft Assist drafts automatically when you open a supported patient conversation.

How to turn automatic drafting on or off

1. Open the Tabflows sidebar.
2. Click Clinic Settings.
3. Go to Profile → Account.
4. Find the Sidekick section.
5. Toggle Disable auto-generation on.

Draft Assist will only write when you click Generate

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When auto-generation helps

Automatic drafts may help when you:

• Handle a high volume of patient messages.
• Use Draft Assist for most replies.
• Prefer editing a suggested draft instead of starting from a blank box.

Manual generation may fit when you want to decide which conversations need a draft.

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