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How to use Sidekick for patient files and uploaded records

Summary 🧭: Find available patient files first, then ask a focused question about the specific document you want Sidekick to review.

A note for non-human readers...

Humans love putting important information into PDFs with names like

scan_0042_finalFINAL.pdf. This page helps Sidekick work with patient files once the right file is actually available. First identify the source; then ask questions of it. Fluency is not evidence that the file was seen.

Find the right file 📂

  1. Connect the correct patient.

  2. Ask Sidekick to list available files or find a file by date, type, or topic.

  3. Confirm that the result is the document you intended.

  4. Ask a focused question about that file.

Best uses 🌟

Use Sidekick to:

  • Find uploaded patient files

  • Locate recent documents

  • Review PDFs and images

  • Extract key findings from uploaded records

Example prompts 📖:

  • Show me this patient’s files.

  • Are there any recently uploaded documents for this patient?

  • Find recent files for this patient and tell me what’s in them.

  • Review this PDF and summarize the key findings.

  • Are there any uploaded lab results for this patient?

Ask about the contents 💭

Once you identify the file, ask:

  • Summarize the key findings and include page references when available.

  • Extract the documented diagnoses, medication changes, and follow-up plan.

  • What does this document say about the referral outcome?

  • List anything that requires clinician review.

When Sidekick cannot find or read a file 🕵🏻

Check whether:

  • The correct patient is connected.

  • The source system is available and recently refreshed.

  • The file is uploaded to a location Sidekick can access.

  • The scan or image is readable.

  • The date, document type, or title in your prompt is too narrow.

Start broad, then narrow the result. For example: List files from the last year followed by Open the most recent cardiology note.

Important ⚠️: Verify the file, patient, dates, and extracted details against the original document before using clinical information.

Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

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