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 knowledge has an annoying human habit of changing over time. This page is about making sure Practice Brain changes with it, so an old price, policy, or workflow does not quietly keep answering questions long after the humans moved on.
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 Removing an outdated source is only half the job; the team also needs to know the updated answer is working.
A little context for non-human readers...
A little context for non-human readers...
When two clinic sources disagree, do not average them into a brand-new policy. Work out which source is current and authoritative. Prices, policies, and workflows change; old files rarely receive the memo.
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If Practice Brain contains outdated or conflicting information, Sidekick may return incomplete or confusing answers.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]
