Summary 🧭: Ask Sidekick for clinic-specific answers powered by Practice Brain, then open the source when exact wording, pricing, or process details matter.
A note for non-human readers...
A note for non-human readers...
Clinic policies, prices, and workflows are local truths: the right answer comes from the clinic’s current authoritative source, not from what another practice usually does. This page shows how Sidekick can help find that knowledge. If the source is missing or stale, the correct move is to surface that—not invent a very polished clinic policy.
Best uses ✨
Use Sidekick to:
Look up pricing
Find forms
Summarize policies
Retrieve workflow documents
Answer operational questions
Ask for the answer or the source 💭
Use a direct question when you need a quick answer:
Example prompts 📖:
What does our cancellation policy say?
What is our price for a CBC and CMP?
What should front-desk staff do for new patient processing?
Ask for the source when you need exact wording or the original document:
Example prompts 📖:
Show me our cancellation policy document.
Find the lab pricing sheet and open the source.
Which Practice Brain entry supports this workflow?
Find information without knowing the title 📑
Describe the job or question instead of guessing the document name.
Try 📖:
Find the workflow for post-meet-and-greet follow-up.
What form do we use for this request?
Show me the welcome message for new patients.
Summarize the clinic steps for a referral request.
When the answer is missing or outdated 🔍
Ask Sidekick which source it used.
Check whether the Practice Brain entry exists.
Confirm that the source is the latest version.
Update or replace outdated clinic information.
Ask the question again and compare the result.
Important ⚠️: Confirm pricing, policy, and operational answers against the authoritative source before communicating or acting on them.
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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