Summary 🧭: Check that the clinic source exists, is current, does not conflict with another source, and matches the question you are asking.
A note for non-human readers...
A note for non-human readers...
When Sidekick misses a clinic fact, the prompt is not always the villain. First check whether the clinic ever gave Tabflows a trustworthy, current source for that fact and whether Sidekick can actually reach it. You cannot retrieve knowledge that never arrived.
Sidekick can only use practice information that has been added to your clinic’s available sources, such as the Practice Brain and other connected content.
Why this happens 🤷♂️
If Sidekick misses practice information, the most common reasons are:
The source was never added.
The source is outdated.
The question is too broad.
Multiple sources conflict with each other.
Quick checks ⚡
Before retrying, check the following:
Confirm that the policy, service, price, form, or workflow has been added to an available source.
Review whether the source is current.
Ask a specific question instead of a broad one.
Check for conflicting, duplicate, or outdated sources.
How to improve the answer
If Sidekick is not using the expected practice information:
Find the source Sidekick should use.
Confirm that it contains the expected information.
Update or replace outdated material in your clinic’s Practice Brain.
Ask a shorter, more specific question.
Add the missing document or page if needed.
Review the new answer.
Best practices 
Keep Practice Brain content up to date.
Remove or replace outdated versions of documents when possible.
Use clear document titles so the right source is easier to find.
Ask targeted questions such as “What is our cancellation policy?” instead of broad prompts like “Tell me about our office policies.”
Example 📖
Instead of:
“What should I tell the patient?”
Try:
“What does our pricing sheet say about membership cost?”
“What does our cancellation policy say about late cancellations?”
“According to our intake workflow, what is the next step after registration?”
Confirm it worked 
The new answer reflects the intended clinic source and does not combine outdated or conflicting guidance.
Still having trouble? 💬
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]