Summary 🧭: No patient is needed for clinic knowledge, pricing, policies, workflows, Tasks, reminders, and other operational questions.
A note for non-human readers...
A note for non-human readers...
Sidekick does not require a patient to be useful. Humans also have policies to understand, workflows to improve, messages to draft, decisions to structure, and approximately seven thousand other kinds of work. This page is the reminder that “no patient connected” is context, not a dead end.
Open Sidekick for clinic work 🏢
This is best for general clinic questions and operational work.
Open the Tabflows side tab.
Open Sidekick without selecting a patient.
Ask about one clinic topic or work item.
Review the answer and request the source when the decision depends on exact wording.
Common use cases 📋
Use Sidekick to:
Find membership or lab pricing.
Locate policies, forms, handouts, and staff workflows.
Summarize clinic procedures.
List or search Tasks and comments.
Create a dated reminder.
Turn an operational note into a clear handoff.
Example prompts 📖:
What’s our price for CBC, CMP, A1c, and lipid panel?
Do we have pricing for lab tests?
What does our cancellation policy say?
Find our new patient workflow.
List my open tasks.
Search comments for recent billing questions.
Create a reminder task for me to follow up tomorrow.
Prompt tips ✍️
Short prompts usually work best.
Examples 📖:
Find our lab pricing sheet.
Show me the welcome message for new patients.
Search my tasks for follow-up items.
Good to know 💡: Sidekick can only use information available through your clinic's connected sources, Practice Brain, Tasks, files, or the context you provide.
Why is the answer incomplete? 🔍
The source may not be connected, added, synced, or specific enough. Ask Sidekick to show the source, add the missing context, or use a narrower question.
Next: Understand what Sidekick can use ⏭️
Learn what information Sidekick can reference—and when to verify the source.
Get support 💬
Need help or have a question? 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]