# Take a refill from request to reply without losing your place > Each refill request is a Task with the chart context, one owner and a checklist, so you always know where it stands. Markdown view of https://www.tabflows.com/university/playbooks/faster-refill-requests — the HTML page is canonical. [](https://www.tabflows.com/university/playbooks) 1. [Playbooks](https://www.tabflows.com/university/playbooks) 2. [Refills & Rx](https://www.tabflows.com/university/playbooks#refills-and-rx) Each refill request is a Task with the chart context, one owner and a checklist, so you always know where it stands. - Spruce - Elation - Saves about 5 min per refill (est.) Last checked Oct 27, 2026 against Tabflows v3.10.63 ## The situation A refill request starts in your messaging app. You check the chart for the last visit and whether the condition is controlled, send the prescription, reply to the patient, then document the refill. No single refill is hard, but every one bounces across several systems, and none of them holds the whole request. Then you get interrupted halfway through. When you come back, you cannot remember whether you already sent that refill or only checked the chart. Spread across systems like this, the chance of sending the wrong dose, missing a contraindication or refilling a medication that should have been discontinued goes up. ## Steps 1. **Turn the message into a Task** In a linked Spruce conversation, select the lightbulb and review the recommended Task, or use the patient-page Task button. In Description, name the medication, dose, quantity, pharmacy, the requested action and how urgent it is, and confirm Patient. 2. **Give it one owner and a checklist** In Assigned to, choose the provider who will make the call. Use the checklist control in Description for each step: review the chart, send the prescription, document it and reply to the patient. Check each item off as you finish it, so after an interruption the Task shows where you left off. 3. **Pull the chart context with Sidekick** With the patient selected, ask Sidekick to list the current medications with when each was started and last filled, and what happened at the last visit. The provider checks the answer against the chart, including allergies and monitoring needs, before deciding. 4. **Draft the reply with Sidekick** Ask Sidekick to draft a Spruce reply that says the refill was sent, or what happens instead, with the expected timing and what to watch for. Review the message card, choose Navigate & paste, check the text in Spruce and send it yourself. 5. **Set any follow-up before you close it** If the refill needs a repeat lab or a check-in, create a follow-up Task with its own owner and Due on, or ask Sidekick to create the reminder. Mark the refill Task Done only when every checklist item is checked. ## The outcome Every refill has a visible status, one owner and enough context to make the right call. When you get interrupted, you come back to the Task and pick up where you left off, with no guessing, no re-checking and no duplicate prescriptions. ## Ask Sidekick Sidekick is the AI assistant inside Tabflows. Hey Tabflows, for this patient's refill request, show me their current medications with when each was started and last filled, and what happened at their last visit, so I can decide on the refill. Then draft the reply for me to send. ## In the Product Library - [Create a Task with AI Recommendations](https://www.tabflows.com/university/library/tasks/create-a-task-with-ai-recommendations) - [Break larger tasks into subtasks](https://www.tabflows.com/university/library/tasks/break-larger-tasks-into-subtasks) - [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) - [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) - [Using Spruce with Tabflows](https://www.tabflows.com/university/library/integrations/using-spruce-with-tabflows) - [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows) [Read the full guide](https://www.tabflows.com/blog/workflow-refill-requests-streamlined) [Open it in the Automation catalog](https://www.tabflows.com/university/automations?automation=faster-refill-requests) ## Related markdown Section index: [Playbooks](https://www.tabflows.com/university/playbooks.md) Alongside this page: - [Advance directive tracking](https://www.tabflows.com/university/playbooks/advance-directive-tracking.md) - [After hours answering service](https://www.tabflows.com/university/playbooks/after-hours-answering-service.md) - [After hours message triage](https://www.tabflows.com/university/playbooks/after-hours-message-triage.md) - [Billing decline follow up](https://www.tabflows.com/university/playbooks/billing-decline-follow-up.md) - [Call follow up loop](https://www.tabflows.com/university/playbooks/call-follow-up-loop.md) - [Chronic care check ins](https://www.tabflows.com/university/playbooks/chronic-care-check-ins.md) - [Clia and compliance renewals](https://www.tabflows.com/university/playbooks/clia-and-compliance-renewals.md) - [Dea and license renewals](https://www.tabflows.com/university/playbooks/dea-and-license-renewals.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. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.