# Magic Buttons

> Use a Magic Button beside your work, and review what it prepared before anything reaches a patient or the chart.

Markdown view of https://www.tabflows.com/university/tabflows-101/magic-buttons — the HTML page is canonical.

Tabflows 101, Module 5 · Admin track 5 min · Team track 4 min

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.

1. If a button is missing, check that the patient is linked when the button needs one.
2. Open **Profile → Account → Sidekick** and make sure **Hide smart buttons** is off.
3. Update or refresh Tabflows and try again.

Tip: **Hide smart buttons** controls Draft Assist, the AI task recommendation and Referral Assist. It doesn't affect AI Patient Summary.

- [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)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/what-magic-buttons-are-and-why-they-appear-beside-your-work.md
- [How to turn smart buttons and auto-drafting on or off](https://www.tabflows.com/university/library/magic-buttons/how-to-turn-smart-buttons-and-auto-drafting-on-or-off)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-to-turn-smart-buttons-and-auto-drafting-on-or-off.md
- [Sidekick or a magic button isn't showing up](https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up)
  Markdown: https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up.md

### 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.

1. Open a patient conversation in Spruce and click **Generate** (a draft may already be there).
2. Review the draft in the right panel and click **Insert**.
3. To revise it, hover over **Enhance** and add a direction such as "Make it warmer and shorter." Use **Undo** to go back.
4. Edit the message and send it yourself.

- [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch.md

### 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.

1. Open the patient's chart and make sure the patient is linked in Tabflows.
2. Press **Click for AI Patient Summary**.
3. Review the summary and copy what's useful into your note.

- [How to prepare for a visit with AI Patient Summary](https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary.md

### 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.

1. Open Elation's referral pane and press the **REFERRAL ASSIST** chip.
2. Press **Insert referral letter**.
3. Read and edit the letter, select the To contact yourself, and send it the way you always do.

- [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)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter.md

### 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.

1. Select the lightbulb beside the draft controls.
2. Review the patient, description, assignee, due date, tag and urgency. If a **Similar** open task is shown, compare them first.
3. Select **Save task**, or **Edit details** to change it.

- [Create a Task with AI Recommendations](https://www.tabflows.com/university/library/tasks/create-a-task-with-ai-recommendations)
  Markdown: https://www.tabflows.com/university/library/tasks/create-a-task-with-ai-recommendations.md

### 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.

1. Open **Profile → Your preferences** and click **Add Preference**.
2. Add a short **Title** and a specific instruction, such as "End with one clear next step."
3. Click **Create**, then generate a new draft to test it.

- [Make Sidekick sound more like you with Preferences](https://www.tabflows.com/university/library/practice-brain/make-sidekick-sound-more-like-you-with-preferences)
  Markdown: https://www.tabflows.com/university/library/practice-brain/make-sidekick-sound-more-like-you-with-preferences.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)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch.md

## Read
- [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)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/what-magic-buttons-are-and-why-they-appear-beside-your-work.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)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch.md
- [How to prepare for a visit with AI Patient Summary](https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary.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)
  Markdown: https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter.md

## 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.

1. In Elation or Cerbo, open a patient's chart. If the button stays inactive, [link the patient](https://www.tabflows.com/university/library/admin-and-settings/patient-linking-and-side-tabs) first.
2. Select **Click for AI Patient Summary** and read the summary Sidekick returns.
3. Copy what you need into your visit prep. Nothing reaches the chart unless you paste it there.
4. In Spruce, open a patient's text or secure-message conversation and select **Insert** on Draft Assist's reply (**Generate** first if none appears).
5. Review the draft against the conversation and chart, edit it, and send it yourself. Draft Assist never sends for you.

## Related markdown

Alongside this page:

- [Automations](https://www.tabflows.com/university/tabflows-101/automations.md)
- [Mobile](https://www.tabflows.com/university/tabflows-101/mobile.md)
- [Practice brain](https://www.tabflows.com/university/tabflows-101/practice-brain.md)
- [Security basics](https://www.tabflows.com/university/tabflows-101/security-basics.md)
- [Set up your clinic](https://www.tabflows.com/university/tabflows-101/set-up-your-clinic.md)
- [Sidekick](https://www.tabflows.com/university/tabflows-101/sidekick.md)
- [Tasks](https://www.tabflows.com/university/tabflows-101/tasks.md)
- [Team chat](https://www.tabflows.com/university/tabflows-101/team-chat.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)

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