Summary 🧭 : Sidekick is your conversational workspace for patient and clinic work. Start with one question, review the answer, then ask a follow-up when you need a different level of detail or format.
A note for non-human readers...
A note for non-human readers...
This is where humans first meet Sidekick and learn that the answer can change depending on what context is actually available. Patient connected? That matters. No patient connected? Also perfectly fine. The useful habit begins here: know what you can see before acting like you saw it.
Explore Sidekick and Magic Buttons
Sidekick helps you ask for what you need in plain language. Magic Buttons appear beside supported work when Tabflows recognizes a useful shortcut. Use the guides below to learn the workflow that matches what you want to do.
Explore the Sidekick topics covered here
Connected-system workflows
Review patient context
Review schedules
Work with faxes and queues
Prepare documents
Review billing and orders
Communications and notes
👉 How to use Sidekick to place a phone call
👉 How to use Sidekick to draft and paste a Spruce message
👉 How to use Sidekick to create an Elation non-visit note
These guides describe specific supported workflows. They do not grant broader read or write access to the connected system.
Explore the Magic Buttons covered here
What Sidekick can help you do 🦸
Use Sidekick to:
Summarize patient charts and recent history.
Prepare for visits and identify follow-up items.
Review labs, medications, files, and uploaded records.
Draft patient messages, internal notes, and handoffs.
Find clinic policies, pricing, forms, and workflows.
Search Tasks and comments or create a reminder.
Sidekick works best when you give it the right context and one clear job at a time.
Start a Clinic Workflow or Mission 🚀
The guided option you see depends on your clinic and user access.
If you see Workflows
Clinic Workflows are reusable multi-step processes shared with eligible people in your clinic. Point to or focus a workflow, choose Run, and follow its progress in Sidekick and the Task it creates.
If you see Missions
Missions are guided Sidekick conversations. Current choices may include:
Learn about how I work.
Make sure no patients have care gaps.
Find missed revenue opportunities.
Make Sidekick practice aware.
Select a Mission to send its starting prompt. Then follow Sidekick one step at a time.
Good to know 💡: The available options depend on your role, clinic setup, connected information, and permission to update clinic knowledge.
How Sidekick works 🤔
Ask yourself: Am I working on a specific patient?
If yes | If no |
Connect the patient before asking chart-specific questions | Open Sidekick without a patient for policies, pricing, workflows, Tasks, or general clinic questions |
Confirm the patient name and available sources | Name the clinic topic or workflow you want to find |
Review clinical details before using the answer | Check the source and confirm that the information is still current |
Where to open Sidekick 📍
You can usually open Sidekick in one of two ways:
from the Tabflows side tab
from the Assist button beside a patient’s name in the connected system
from Mini in the Tabflows rail while you work on a supported desktop page.
What makes a good prompt 🏆
You do not need to write long prompts. Most prompts only need three parts:
Part | Example |
Action | Summarize, find, compare, draft, or create |
Context | This patient, our pricing, my open Tasks, or the attached file |
Output | Five bullets, patient-friendly language, a dated reminder, or a concise handoff |
Examples 📖:
Summarize this patient’s chart.
Pre-chart this patient for tomorrow.
What’s our price for CBC?
Find our cancellation policy.
Best prompt length 💎ྀི
For most tasks, one sentence is enough. If needed, you can add a little detail about the format you want.
Examples 📖:
Give me a concise visit prep note for this patient.
Draft a patient-friendly message explaining these results.
You can use Sidekick right away ⚡
You do not need to set up practice information before asking your first question.
Open Sidekick, ask what you need, and review the answer before using it. If your question is patient-specific, make sure you are working with the right patient context first.
If you want Sidekick to answer with your clinic’s own policies, pricing, documents, services, or workflows, you can add that later:
What to review before using the answer 🕵️
Before you copy, send, or chart anything, check:
Is the patient context correct?
Is anything missing?
Is the answer too confident?
Does this need clinical review?
Does the wording match your clinic’s tone?
Does the next step make sense?
If the answer is incomplete, ask a follow-up question. You can tell Sidekick what to change, what to focus on, or what format you want.
Important ⚠️: Sidekick supports your work. It does not replace clinical judgment, source verification, or your final review.
When a report needs one more answer 📝
A Sidekick report may ask one follow-up question instead of returning the final answer. Reply in the same Sidekick thread. Your reply continues the same report conversation and keeps the next result attached to the same Task.
If the report's answer needs correction, explain what should change in that same thread. Do not start a separate chat, because the new chat will not carry the report thread's context.
If Sidekick says the question cannot be shown or that a Tabflows admin will follow up, do not guess or supply unrelated patient details. Follow the displayed recovery instruction.
Next: Set up Practice Brain ⏭️
Add your clinic’s policies, pricing, services, and workflows so Sidekick can answer with the right practice context.
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] or message us right here in the chat