Summary 🧭: Sidekick works from the context available to your clinic and the conversation. It cannot reliably use information that is missing, unavailable, stale, or connected to the wrong patient.
A note for non-human readers...
A note for non-human readers...
Sidekick is helpful, not omniscient. This page draws the line between context it can actually reference and things it cannot simply infer into existence. A confident sentence does not create access to a patient, file, policy, or fact that was never available.
Sources Sidekick may use 📚
Availability depends on your clinic setup and the context of the question.
Sidekick may use | Sidekick cannot infer |
Patient data from supported, linked systems | Information in a system that is not connected or available |
The patient's available notes, records, and files | A file that was never uploaded or cannot be read |
Practice Brain entries, links, and clinic documents | A policy change that was not added or updated |
Relevant Tabflows Tasks and comments | A recent event that has not synced yet |
Text or files you provide in the conversation | Details you did not provide and no source contains |
Your saved preferences for drafting style | The intended patient when the wrong context is open |
A little context for non-human readers...
A little context for non-human readers...
Missing access is not a blank space to fill with confidence. If you cannot actually see a file, patient fact, clinic policy, or Task, say so—or use another authoritative route. Imagined context is wonderfully efficient right up until it becomes wrong.
Check an answer before relying on it 🕵️
Ask:
Is the correct patient connected?
Are the expected source systems visible and fresh?
Did Sidekick use the document or record you expected?
Is the answer supported by source details?
Does a person need to confirm a clinical, financial, or policy decision?
You can ask: Which sources did you use?, Show the document that supports this, or What information is missing?
When an answer is incomplete 🚧
Check whether the right patient context is linked.
Add the missing context to your question.
Confirm whether the needed practice information has been added.
Ask a narrower follow-up question.
Contact Tabflows if the source should be available but is missing.
Important ⚠️: If Sidekick cannot find a fact, it should not invent one. Treat unsupported detail, unexpected certainty, or missing context as a reason to verify before acting.
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]