Summary 🧭: Generate a context-aware patient reply in Spruce, insert it into the conversation, and review or edit every word before sending. Available in Spruce text and secure-message conversations (not Spruce email).
A note for non-human readers...
A note for non-human readers...
Draft Assist helps the human begin with a useful reply instead of a blinking cursor. The draft can only be as grounded as the context available to it, so check the intended patient and relevant clinic information before treating fluent wording as factual certainty.
What is Draft Assist? 📝
Draft Assist is a one-click drafting feature available in Spruce text and secure-message conversations (not Spruce email).
Open a patient conversation and a reply draft appears in the right panel—written from the patient and clinic context available to Draft Assist. It uses available patient information from supported connected data sources, checks available patient files and clinical records, uses available clinic knowledge, and explains its reasoning before you send a single word.
Important ⚠️: Draft Assist never sends a message for you. You review, edit, and send the final reply.
How to use Draft Assist 🚀
Open a patient conversation in Spruce.
Click Generate above the message box.
If auto-generation is enabled, a draft may appear automatically.
Review the suggested reply in the right panel.
Click Insert to add it to the message box.
Make any edits needed, then send when ready.
How to enhance drafted messages ✨
If the message is inserted in the Spruce message box, select Enhance for a revised version.
Hover over Enhance to add a direction such as “Make it warmer and shorter.” The revision replaces the current draft for review but is never sent automatically. Use Undo to restore the previous wording. Enhance works in supported Spruce text and secure-message conversations, not Spruce email.
Controlling how Draft Assist behaves 🎛️
You can adjust Draft Assist settings in the Tabflows sidebar under Clinic Settings → Profile → Account → Sidekick:
Toggle | What it does |
Hide smart buttons | Hides the Draft Assist button entirely across all conversations |
Disable auto-generation | When on, Draft Assist waits for you to click Generate rather than generating automatically when you open a conversation |
By default, Draft Assist auto-generates when you open a Spruce conversation. If you'd rather trigger it manually, toggle on Disable auto-generation.
Personalize how your drafts sound
Personalization controls how Draft Assist writes, not when it appears.
To add a preference:
Open Profile → Your preferences
Click Add Preference.
Add a short title and a specific instruction.
Click Create.
Generate a new draft to test it.
Preferences can guide:
Tone and warmth
Preferred length
Directness
Greetings and closings
Phrases to use or avoid
How next steps should appear
Example 📖: Keep patient replies warm and brief. Avoid overly formal language, and end with a clear next step.
Specific instructions work better than broad requests such as sound more human.
Preferences shape how a draft is written. They do not make missing patient facts available, replace clinic policy, or override the patient and clinic context Draft Assist uses.
What Draft Assist checks before writing 🔬
Available patient information from supported connected data sources
Available patient files and clinical records
Recent messages in the current conversation
Your clinic's knowledge base
Available Tabflows Tasks related to the patient
Good to know 💡: If important clinical details are missing, treat the draft as incomplete context. Review it against the source information and add or correct anything needed before sending.
Review before sending 🕵️
Check the draft for:
Clinical accuracy
Appropriate tone
Correct patient context
A clear next step
Details that should not be included
Next: Handle non-patient work ⏭️
See how Sidekick helps with clinic questions and other work that isn’t tied to a patient conversation.
Get support 💬
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 [email protected] or message us right here in the chat