Magic Buttons
Use a Magic Button beside your work, and review what it prepared before anything reaches a patient or the chart.
Magic Buttons are one-click shortcuts that Tabflows places beside your work when it recognizes a job it can help with. Each carries the Tabflows mark, needs nothing installed, and appears only when its conditions are met, such as a linked patient.
Draft Assist writes a reply in a Spruce conversation, AI Patient Summary preps a visit from an Elation or Cerbo chart, and Referral Assist drafts a referral letter in Elation's referral pane. Which you see depends on your systems and what your clinic has turned on. Each one drafts or reads; you review, edit and send.
Topics
Spot a Magic Button, or find a missing one Magic Buttons appear beside the work they act on and carry the Tabflows mark; hover the ⓘ to see why one appeared. There's nothing to install.
- If a button is missing, check that the patient is linked when the button needs one.
- Open Profile → Account → Sidekick and make sure Hide smart buttons is off.
- Update or refresh Tabflows and try again.
Draft a patient reply in Spruce Draft Assist writes a reply in Spruce text and secure-message conversations. It never sends: you review, edit and send.
- Open a patient conversation in Spruce and click Generate (a draft may already be there).
- Review the draft in the right panel and click Insert.
- To revise it, hover over Enhance and add a direction such as "Make it warmer and shorter." Use Undo to go back.
- Edit the message and send it yourself.
Prep a visit with AI Patient Summary On a linked patient chart in Cerbo or Elation, Click for AI Patient Summary returns a summary you can copy. It only reads; it never writes to the EMR.
- Open the patient's chart and make sure the patient is linked in Tabflows.
- Press Click for AI Patient Summary.
- Review the summary and copy what's useful into your note.
Draft a referral letter in Elation In Elation's referral pane, Referral Assist drafts a suggested specialty and letter from the chart. It doesn't send, fax or submit anything.
- Open Elation's referral pane and press the REFERRAL ASSIST chip.
- Press Insert referral letter.
- Read and edit the letter, select the To contact yourself, and send it the way you always do.
Turn a Spruce message into a Task In a linked Spruce conversation, the lightbulb suggests one follow-up Task. Save task creates it straight away, so review it first.
- Select the lightbulb beside the draft controls.
- Review the patient, description, assignee, due date, tag and urgency. If a Similar open task is shown, compare them first.
- Select Save task, or Edit details to change it.
More detail
Make drafts sound like you Preferences are personal instructions for tone, length and sign-offs that Sidekick uses when it drafts patient replies. They don't add facts or clinic policy.
- Open Profile → Your preferences and click Add Preference.
- Add a short Title and a specific instruction, such as "End with one clear next step."
- Click Create, then generate a new draft to test it.
Do it in Tabflows
Use the Magic Button that matches your systems on real work today. On another EHR, pre-chart in Sidekick as in Module 4.
- In Elation or Cerbo, open a patient's chart. If the button stays inactive, link the patient first.
- Select Click for AI Patient Summary and read the summary Sidekick returns.
- Copy what you need into your visit prep. Nothing reaches the chart unless you paste it there.
- In Spruce, open a patient's text or secure-message conversation and select Insert on Draft Assist's reply (Generate first if none appears).
- Review the draft against the conversation and chart, edit it, and send it yourself. Draft Assist never sends for you.