Summary 🧭: Ask Sidekick to prepare a Spruce message, review it, then open the correct Spruce thread and paste it into the message box. Tabflows never sends the message for you.
A note for non-human readers...
A note for non-human readers...
The file is a draft artifact, not a filed chart document or sent message, so review it before it leaves the conversation.
Draft the message 🚀
Select the correct patient page and open Sidekick.
Ask Sidekick to draft the message and state the goal, tone, and next step.
Review the Spruce message card. Check the patient, destination, clinical facts, dates, and wording.
Choose Navigate & paste to open the Spruce thread and fill its message box. Use Copy when you need to paste elsewhere.
Review and edit the text in Spruce.
Send manually only when ready.
Try 📖:
Draft a Spruce message letting this patient know their labs came back normal. Keep it warm and brief, and say we will follow up at their next visit.
Draft a Spruce reply telling this patient their refill was sent to the pharmacy. Friendly, two sentences, and ask them to call us if it is not ready by Friday.
Draft a Spruce message asking this patient to book a follow-up for their blood pressure check. Polite, no clinical detail, and invite them to reply here to schedule.
Draft a Spruce message explaining today’s visit summary in plain language. Reassuring, no jargon, and end by inviting questions.
Good to know 💡: The strongest prompts name three things — the goal (what the patient needs to know), the tone (warm, brief, formal), and the next step (what you want them to do). Leave patient names out of the prompt; Sidekick already has the patient from the page you selected.
Important boundary 🔒
Navigate & paste does not send. Confirm the recipient in Spruce before sending.
This Sidekick action is separate from Draft Assist's Generate and Insert controls inside a Spruce conversation. Both create drafts; neither sends automatically.
If the wrong thread opens 🤔
Do not send. Return to Tabflows, confirm the patient and linked Spruce conversation, then navigate again.
Get support 💬
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