Tabflows

Adam Bragg

Guide for how to use the Tabflows AI Assist feature

Feature: AI Assist

Start using AI Assist in seconds and see the magic for yourself!

Overview of AI Assist

Ask Assist about a patient including information from across your software apps!

Getting started: Patient Chats in Assist

Add your practice's information & documents to personalize Assist responses!

Getting started: Your practice info in AI Assist

Ask Assist to pull patient information from multiple apps.

Getting started: Multi-app Patient Chats

Upload a file to Assist and ask about the contents of the file!

Getting started: Ask Assist about files

Save one of your common prompts in Assist to instantly start a new Assist chat!

Getting started: Saving prompts in Assist

Everything you need to get started with AI Assist, including how to enable features, customize settings, and use AI to work more efficiently.

Getting Started with AI Assist

In just a few clicks, create a comprehensive prompt & identify relevant tasks

Use Case: Generating OpenEvidence Prompts & Related Tasks

Avoid tracking dozens of details down across systems and prepare for patients in seconds

Use case: Generating pre-visit summaries & post-visit actions

Ask Assist about any task within Tabflows Task feature

Use Case: Ask About Tasks in Assist

Ask Assist to create a task for you within Tabflows Tasks

Use Case: Create Tasks within Assist

Generate all of the content needed for any form with 1-click

Quick Action: Instantly generate form content

Easily manage lab order workflows in seconds not minutes

Use case: Managing labs across systems

Start saving hours every week with some of the most frequently used prompts used in Tabflows AI Assist

Library: Popular Assist Prompts

Try duplicating any of these templates and adding them to your Assist Settings

Library: Popular Assist Settings Templates

Explore common ways to use AI Assist and learn best practices for applying its features in your daily workflow.

AI Assist Use Cases

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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