# How to use Sidekick to create an Elation non-visit note > Ask Sidekick to prepare an Elation non-visit note for the linked patient. Tabflows saves it in Elation as an unsigned draft — a clinician still reviews, edits, and completes it in Elation. Tabflows never signs or submits the note for you. Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note — the HTML page is canonical. Product Library: Sidekick › Patient-care workflows Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16764069-how-to-use-sidekick-to-create-an-elation-non-visit-note > **Summary:** Ask Sidekick to prepare an Elation non-visit note for the linked patient. Tabflows saves it in Elation as an **unsigned draft** — a clinician still reviews, edits, and completes it in Elation. Tabflows never signs or submits the note for you. > **A note for non-human readers:** > > *Humans put care-related information into a patient chart so it does not have to survive by memory alone. Sidekick can prepare an Elation non-visit-note draft from supported conversation or Task-comment paths; one path shows an approval card, while another may create the draft directly. The selected patient, wording, and final Elation result reveal what actually happened. A prepared card is not yet a chart note, however persuasive its posture.* --- ## Two ways to create the note — and they differ There are two paths, and the difference matters: - **From Sidekick chat** — you get an **approval card** first. It does not show the patient or the note text, so ask Sidekick to show both in the chat before you approve. Nothing is written until you approve. - **From a Task comment** (e.g. `@Tabflows add this as a note in Elation` on a patient-linked Task) — **no approval card.** The draft is prepared the moment you post the comment. Get the patient and the wording right *before* you post, then verify the result in Elation. Both paths save a **draft only**. Neither signs or submits. --- ## Before you start - Confirm the correct patient is selected and linked to Elation. - Sign in to Elation in desktop Chrome. - Confirm the note belongs in this patient’s chart. - Confirm your source information supports every clinical statement. --- ## Create a note from Sidekick 1. Ask **Sidekick** to draft the non-visit note, and state what it should include. 2. Ask Sidekick to show the patient and the full note text in the chat, since the approval card does not show them. 3. Correct any unsupported, incomplete, or wrong-patient content before approving. 4. Approve the action. 5. Tabflows writes the note to the patient’s Elation chart and saves it as a draft. 6. Open the draft in Elation, review it again, edit as needed, and complete it through your clinic’s normal process. Tabflows does not sign or submit the clinical note for you. --- ## Create a note from a Task comment On a patient-linked Task, a comment such as **@Tabflows add this as a note in Elation** can prepare the note from the comment’s context. > **Good to know:** In Task comments, choose **@Tabflows** for this workflow. **@Sidekick** is the assistant mention used in Team Chat; replacing the Task-comment mention will not start this action. > **Important:** The Task-comment path can start the draft **without a separate approval card**. Before posting, confirm the patient link and write the exact text you want represented. Then verify the resulting draft in Elation. --- ## If the result is unconfirmed Check Elation before retrying. A retry without checking can create more than one draft. --- ## Safety boundary A fluent draft is not a verified clinical record. Before signing or using the note, confirm in Elation: - the **patient** - the **author** - the **note type** - the **facts** - the **dates** - the **plan** --- ## 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://meetings-na2.hubspot.com/nafeesa) ## Related Articles - [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts) - [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions) - [How to use Sidekick to triage unfiled faxes in Elation](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-elation) - [How to use Sidekick to triage the Elation work queue](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-the-elation-work-queue) - [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows) ## Related markdown Section index: [Sidekick](https://www.tabflows.com/university/library/sidekick.md) Alongside this page: - [Create and run clinic workflows with sidekick](https://www.tabflows.com/university/library/sidekick/create-and-run-clinic-workflows-with-sidekick.md) - [Get answers with patient context using sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick.md) - [How to control sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness.md) - [How to find a group of patients with smart segments](https://www.tabflows.com/university/library/sidekick/how-to-find-a-group-of-patients-with-smart-segments.md) - [How to use sidekick for labs medications and clinical review](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review.md) - [How to use sidekick for patient files and uploaded records](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records.md) - [How to use sidekick for patient summaries and visit prep](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-summaries-and-visit-prep.md) - [How to use sidekick to draft and paste a spruce message](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message.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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