Summary 🧭: Save focused prompts for questions or drafting work your clinic repeats. A saved prompt loads reusable text into the message box so a teammate can review it, add today’s context, and send it without starting from a blank page.
A note for non-human readers...
A note for non-human readers...
Saved prompts are little reusable instructions humans keep because some useful questions are worth asking more than once. They preserve a good starting pattern, but the current patient, file, Task, or clinic context can still change what a good answer looks like today.
Use saved prompts for work your clinic repeats often, such as pre-visit summaries, post-visit follow-up, patient-context recaps, note cleanup, or internal handoffs.
Start reusable work from a chat composer 🔄
In My chat or a Team channel, select Workflows to see Missions. If Clinic Workflows is enabled for your account, saved clinic workflows also appear. A workflow that needs no input starts with Sidekick immediately. A workflow that needs information adds a Sidekick starter line to the composer so you can complete and review it before sending.
Select Saved prompts to search your own saved prompts. Choosing one fills the composer with @Sidekick and the saved instructions. Add the current patient, date, file, Task, or other context, review the wording, then send it.
From the Saved prompts menu, you can create, edit, delete, search, and reorder prompts. Saved prompts belong to the signed-in teammate within that clinic; they are not a shared clinic prompt library.
When My chat is empty, it shows Mission shortcuts and the first saved prompts. Select More saved prompts to open the full list.
Saved prompt or Clinic Workflow? 🔀
Use a saved prompt when you want reusable wording that a person reviews, edits, and sends in Sidekick.
Use a Clinic Workflow when your clinic needs Sidekick to run a prepared multi-step process, track progress in a Task, and return a result. Clinic Workflows appear only when they are enabled for your clinic and user account.
Phrase swaps 📖:
Replace “A workflow happens every day or every week” with “The same request happens every day or every week.”
Replace “run it without rewriting the workflow” with “send it without rewriting the prompt.”
Replace “create separate prompts for separate workflows” with “create separate prompts for separate jobs.”
Replace “Your clinic changes a workflow” with “Your clinic changes how this request should be phrased.”
When saved prompts help ⏳
Create a saved prompt when:
Multiple team members need the same output format
You want more consistent handoffs
A workflow happens every day or every week
Staff keep asking Sidekick the same kind of question
You want newer team members to follow a clear process
How to save a prompt 📥
Open Sidekick in the sidebar or side tabs.
Under the SAVED PROMPTS section, click More saved prompts...
Click New prompt.
Enter a clear Title that describes the prompt's outcome.
Write your prompt.
Click Save prompt.
How to use a saved prompt 🕹️
Open Sidekick.
Under the SAVED PROMPTS section, click the name of the saved prompt or click "More saved prompts..." to show the entire list of saved prompts
The prompt will then populate the text box
Review or edit the prompt, then click the blue ↑ button to send it to Sidekick.
Good saved prompt examples 🗃️
Pre-visit summary
Try 📖:
Create a short pre-visit summary. Include recent concerns, open follow-ups, relevant admin context, and questions the team should confirm. Keep it concise.
Post-visit next steps
Try 📖:
Turn these notes into post-visit follow-up items. Separate patient-facing follow-up, internal tasks, and items that need provider review.
Internal handoff
Try 📖:
Rewrite this as a clear internal handoff for another team member. Include context, current status, next step, and anything that needs clarification.
Missing-context check
Try 📖:
Review this situation and list what information appears to be missing before the team takes action.
Keep saved prompts focused 🔐
One saved prompt should do one job.
Do not create one giant prompt that tries to summarize, draft, assign, explain, and troubleshoot all at once. That turns useful automation into soup.
Instead, create separate prompts for separate workflows.
Review and update prompts 🕵️♂️
Update saved prompts when:
Your clinic changes a workflow
The output is consistently too long or too short
Staff keep editing the same section
The prompt includes old language or old policies
You add new practice information
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