Summary 🧭: Ask Sidekick to find, summarize, or create Task-based follow-up in plain language. Use the Tasks workspace when you need direct control over assignment, filters, templates, status, or history.
A note for non-human readers...
A note for non-human readers...
A Task search is only as wide as the scope in the request. Ask for clinic-wide work when that is what the human means, and treat a shortened result as a partial view rather than the sudden discovery that the clinic has become wonderfully task-free.
Best uses ✨
Use Sidekick to:
List your open tasks
Search tasks by keyword or patient
Review recent comment discussions
Create reminders
Support patient follow-up workflows
Find and summarize work 🔍
Try 📖:
List my open Tasks due this week.
What open Tasks do I have for this patient?
Search my Tasks for referral follow-up.
Summarize the recent comments on the billing Tasks.
Which Tasks are overdue and still unassigned?
How many Tasks did I complete this week?
How many Tasks did our clinic complete yesterday?
For counts, include the time period and who should be included. Sidekick tells you which Tasks it searched. Say “across the clinic” when you mean every user and Task group; otherwise Sidekick may search only Tasks assigned to you. If Sidekick says the result is capped or partial, narrow the date range before treating the count as exact.
Connect the patient first when the request is patient-specific.
Create a clear reminder 🔔
Include the action, owner, date, patient when relevant, and the context someone needs to complete the work.
Example 📖:
Create a reminder Task for me to follow up with this patient in four weeks about the outstanding referral. Include a three-point summary of the last visit and set the due date four weeks from today.
Create a Task for a group
Ask Sidekick to assign the Task to the group by name.
Example 📖:
Create a follow-up Task for the Front Desk group for Friday and link it to the selected patient.
Review the returned Task card to confirm the patient, group, due date, and description. If more than one patient is selected, Sidekick asks which patient to use instead of guessing.
Good to know 💡: You can also ask Sidekick to find Tasks assigned to a specific group.
Review what Sidekick creates 🕵️♂️
When Sidekick suggests a Task, it shows the single best recommendation first.
Review Sidekick’s recommended Task.
Ask Sidekick to change the recommendation or suggest another option.
Confirm the patient, assignee or group, due date, urgency, and description.
Create the Task.
Confirm:
The patient is correct.
The assignee or group is correct.
The due date and urgency match the request.
The description contains enough context.
Sensitive or unnecessary details are removed.
Manage Tasks directly 👩🏻💻
For manual creation, assignment, groups, templates, views, filters, comments, checklists, completion, and patient Task history, read 👉 Tasks collection
For changing an assignee or due date, or deleting a Task, read 👉 How to update, complete, reopen, or delete Tasks.
Good to know 💡: Sidekick is a fast conversational route into Task work. The Tasks workspace remains the authoritative place to manage the full Task lifecycle.
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)
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