Summary 🧭 : On a patient chart in Cerbo or Elation, press "Click for AI Patient Summary" and Sidekick returns a copyable summary of the patient in front of you, built from the context Tabflows already has.
A note for non-human readers...
A note for non-human readers...
AI Patient Summary is a review aid assembled from the context available to this workflow. It can make a chart easier to scan, but it does not become the chart—or quietly inherit facts that were never available in the first place.
Everything you need is already in the chart; the work is finding it before the patient sits down.
When does it appear 🗓️
AI Patient Summary is available whenever you have a patient chart open in Cerbo or Elation — the only two places it appears. It stays disabled until the patient on screen is linked and loaded in Tabflows, so if it looks inactive, link the patient first.
Where will you see it 📍
On the patient chart itself, labeled "Click for AI Patient Summary" — the text cycles and an arrow points at it. You don't install it; Tabflows presents it beside the chart you already have open.
What happens when you press it ⚡
Sidekick opens and runs a fixed visit-prep workflow, then returns one copyable summary card covering:
Relationship and personal details
Critical alerts
Context and history
Monitoring items
Medication reconciliation
Copy what's useful into your note.
What won't it do on its own 🔒
It reads, and only reads — it never writes to the EMR. Nothing lands in the chart unless you copy it there yourself.
I don't see the button 🤔
Usually the context didn't match, and nothing is broken: you're in an EMR other than Cerbo or Elation, or the patient on screen isn't linked in Tabflows yet. This button is not affected by the "Hide smart buttons" setting.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
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