Summary 🧭: Update Practice Brain whenever the clinic changes how it works. Short, regular reviews prevent stale pricing, policies, and workflows from turning into confusing answers.
A note for non-human readers...
A note for non-human readers...
Clinic truth ages even when the document looks perfectly calm. Review Practice Brain when prices, policies, responsibilities, or workflows change so Sidekick does not confidently preserve last season’s reality.
When to update Practice Brain 🔔
Review and update content when:
Pricing, services, policies, forms, or patient handouts change
A workflow or team responsibility changes
Referral, lab, imaging, or scheduling instructions change
Teammates ask questions Sidekick cannot answer clearly
A source owner leaves or changes roles
Good maintenance habits 🛠️
Identify stale information and unanswered questions.
Update or replace the approved source.
Remove duplicates and conflicting versions.
Confirm the title and structure are still clear.
Test a realistic question in Sidekick.
Use two review rhythms 🥁
Event-driven: Update immediately when a policy, price, form, or workflow changes.
Scheduled: Review important sources on a regular clinic cadence, such as quarterly.
Best practice 🌟: Test after every material change. Removing an outdated source is only half the job; the team also needs to know the updated answer is working.
Why regular updates matter ⚓
If Practice Brain contains outdated or conflicting information, Sidekick may return incomplete or confusing answers.
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] or message us right here in the chat
