Instant prompts: Try these prompts from the patient's Elation chart!
Pre-visit summary:
Generate a pre-visit summary in a SOAP-lite style. At the top, list the 3–5 most important topics for this patient.
Include: CC, HPI, Meds/Allergies, Problem List, Health Maintenance due items, and relevant Labs/Imaging.
Highlight trends in vitals and lab results (e.g. rising A1c, stable blood pressure).
End the summary with any critical missing action items our practice should address.
Instant OpenEvidence prompt: (Add an app to Tabflows linked here)
Generate a concise, professionally written prompt that I can input into OpenEvidence about this patient’s [primary clinical concern].
- Incorporate all available context: symptoms, history, medications, possible causes, labs/vitals, timeline, severity, and patient concerns.
- Write in a clear, clinical tone, as if drafting a provider note.
- End with one sentence that asks OpenEvidence what the evidence-based next steps or differential considerations are for this presentation.
- Do not make or suggest any recommendations yourself — your only task is to prepare the OpenEvidence prompt.
- Always keep this prompt under 2250 characters.
Patient message:
Write a message to this patient that explains their most recent lab results. Highlight what looks good first, then gently explain any areas that need attention. Make the message feel supportive and personal — avoid confusing medical jargon, acknowledge the patient’s effort if appropriate, and frame next steps as achievable goals. If medication changes or follow-ups are needed, explain why in simple terms and offer clear options. Close with encouragement and a reminder that our team is here if they have questions.
Ask why about a patient's history:
Why was this patient's Rx dosage changed?
<or>
Summarize why TSH was rechecked
<or>
Patient messaged in about muscle aches and we changed their statin dose. Summarize why.
<or>
Why was there a neurology consult for this patient?
Assist Settings: Try these prompts after uploading practice documents to your Assist Settings!
How to upload documents to Assist Settings linked here
Lab price quotes: Upload your a list of your "charge items" from Hint
How much were this patient's most recent labs? Include an itemized list of labs, their IDs, and the total price.
Patient letters: Upload your work excuse letter template
Draft a work excuse letter for this patient.
Superbill drafts: Upload you superbill template
Create a superbill for the last 3 months of care provided to this patient.
Cross system: Try these prompts after linking a patient's profiles across Elation, Spruce, and/or Hint!
How to link a patient's profiles in Tabflows linked here
Unclear patient ask: From Spruce with Elation & Hint linked
What did the patient mean by their most recent Spruce message?
Cross system audit: Elation and Spruce documentation
Compare this patient's Spruce message history to their Elation chart. Ensure everything discussed in Spruce is appropriately documented in Elation, and callout any discrepancies or missing documentations.
Highlight any critical missing action items for our practice based on the gaps you identify.
Cross system audit: Hint, Elation, and Spruce billing reconciliation
Compare this patient's Hint invoice history to their Elation chart and Spruce message history. Ensure the care provided in Elation or confirmed in Spruce that may require an invoice has been appropriately invoiced in Hint.
Highlight any critical missing action items for our practice based on the gaps you identify.
Patient utilization of the practice:
Summarize the care provided to this patient over the past 30 days.
Start with a very concise summary of the number of Spruce message sent to the patient, number of records in Elation, any other care identified in Hint not already accounted for, and the number of Tasks in Tabflows.
Estimate the total level of effort to care for this patient and identify anything that may be overwhelming our team.
Provide a brief summary of the implications of this effort level and suggest tactical next steps to ensure we continue providing the highest qualify care possible while ensuring the team can sustainably provide this care.
Note any missing data for this request and how to resolve these omissions.
Instant Smart Tasks: Try these prompts to make sure no Tasks fall through the cracks!
Lab charges:
Create a task to charge for this patient's most recent lab order - list labs, lab ID #s, lab prices, and total price.
Follow-up reminders:
Create a task to follow up with this patient about any outstanding orders, e.g. referrals, labs, prescriptions, etc.
Set this reminder 4 weeks from now and include a 3-5 point summary of their most recent visit in this reminder.
Try uploading workflows into your practice's Assist Settings (examples here) and using the below prompts manage entire workflows in an instant!
Baseline Workflow Check (example template linked here):
Review this patient against our Baseline Workflow Set. Identify anything outstanding, overdue, or not yet scheduled that should be addressed.