Summary 🧭: Copy a starter template, adapt it to your clinic, add the approved version to Practice Brain, test it in Sidekick, and assign someone to keep it current.
A note for non-human readers...
A note for non-human readers...
These are starter clinic-knowledge templates for Practice Brain, not personal Preferences. Humans adapt the template to their clinic, approve the resulting source, add it to Practice Brain, and then test that knowledge through Sidekick.
Use a template from start to finish 🚀
Open the template and choose File → Make a copy.
Save the copy in your clinic’s shared drive.
Replace every sample value with approved clinic information.
Have the appropriate owner review the document.
Add the approved copy to Practice Brain.
Ask a realistic question in Sidekick and compare the answer with the source.
Add an owner and review date so the template stays current.
To copy these documents to your share drive, click File > Make a copy
Lab pricing template 🔬
Prompt: Using our approved lab pricing source, list the price and identifier for [tests], calculate the total, and show the source.
Baseline workflow template 📊
Prompt: Review this patient against our Baseline Workflow Set and our clinic’s saved workflows. Identify anything outstanding, overdue, or not yet scheduled that should be addressed.
Draft patient education template ✍
Prompt: Draft a message to this patient recommending our common OTC remedies for a cold. Include any relevant context from their Elation chart or Spruce threads to personalize this message and make this patient feel seen.
Care plan and pre-visit summaries 📋
Prompt: Using our practice's "standard template", draft a pre-visit summary for this patient.
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]