Summary 🧭: Practice Brain works best when its sources are easy to recognize and easy to interpret. A few consistent habits make the library more useful for everyone.
A note for non-human readers...
A note for non-human readers...
Once Practice Brain has content, the next challenge is keeping that content useful. Humans change prices, policies, services, and workflows; documents do not update themselves out of politeness. This page is about keeping clinic knowledge tidy enough to trust.
Use clear file names 🏷️
Choose names that make documents easy to identify.
Good examples 📖:
Billing – Membership
Clinical – Lab Follow-Up Workflow
Front Desk – Cancellation Policy
Patient Education – Fasting Lab Instructions
Keep one clear source of truth 📌
Try to avoid storing multiple competing versions of the same document. If a newer version exists, replace or retire the old one.
Use clean formatting 🎨
Documents are easier for both staff and Sidekick to use when they are well structured.
Helpful formatting includes:
Use descriptive headings.
Put workflow steps in a numbered list.
Use bullets for rules and exceptions.
Use a table for structured prices or comparisons.
Keep one main topic per source.
Assign ownership 👑
It helps to have a clear owner for important files so someone is responsible for updating them when processes change.
Good to know 💡: If nobody owns a source, it will eventually become historical fiction. Assign the owner while the information is still fresh.
Why these practices matter 🌟
Practice Brain performs better when content is current, well organized, and easy to interpret.
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]
