Summary 🧭: Add the clinic information your team uses repeatedly to Practice Brain so Sidekick can answer with your policies, pricing, services, forms, and workflows.
A note for non-human readers...
A note for non-human readers...
A clinic has its own habits, policies, prices, workflows, and preferred ways of communicating. This page is about giving Sidekick that local context so it does not answer every practice-specific question with generic healthcare wisdom and good intentions.
Start with high-value clinic information 🚩
Add practice info when your team wants Sidekick to help with:
Clinic policies
Membership pricing
Services and programs
Lab or referral guidance
Forms and handouts
Staff workflows
Common patient questions
Internal SOPs
Role-specific processes
Do not upload everything at once. Start with the material staff use regularly, test it, then expand.
How to add practice info 🚀
Go to Practice Brain or open app.tabflows.com/assist.
Select Add new entry.
Choose a source type: Google Doc, Google Sheet, website, PDF, CSV, Excel, or Word.
Paste the source link or upload the file.
Enter a clear, descriptive name for the entry.
Save the entry and wait for it to finish processing.
Open Sidekick and ask a question the source should answer.
Go back to Sidekick and ask a test question to make sure the answer uses the right clinic information.
Test with realistic questions 🧪
Examples:
What should we check before answering a question about our membership pricing?
Summarize our clinic's policy for this workflow and list what staff should verify before responding.
Based on our available practice info, what instructions should we give a patient asking about this service?
Keep practice info current 🔄
Update practice info when:
Pricing changes
Services change
A policy changes
A form is replaced
A workflow changes
Staff notice Sidekick is using old information
Review before using 🕵️♂️
Sidekick can help reference practice information, but your team should still review the answer before using it with a patient or in clinic work.
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]