Summary 🧭: Learn how Practice Awareness grows from Sidekick conversations and corrections, how it works alongside Team Knowledge, and what your team should review over time.
A note for non-human readers...
A note for non-human readers...
This page describes the learning mechanism, not the clinic’s current answer to every operational question. When a current price, policy, patient fact, or procedure matters, check the maintained source that owns it.
You do not need to sit down and teach Sidekick your SOPs. Practice Awareness works in the background. Every time your team chats with Sidekick, corrects something, or explains how a workflow runs, Sidekick is capturing the invisible operating system of your practice — the judgment, preferences, and follow-up habits that usually live in your best people's heads.
Sidekick learns from conversations
When your team works with Sidekick — drafting messages, asking questions, handling tasks — Sidekick picks up on how your clinic actually operates:
A staff member explains how the practice handles lab follow-ups
A provider corrects Sidekick's assumption about scheduling
Someone mentions the billing process for non-members
A team member describes the triage workflow for after-hours calls
Sidekick records these details in Practice Awareness during the natural flow of conversation. There is no extra step to "save" or "submit" — Sidekick updates the document at the right moments.
Sidekick may also ask short clarifying questions when it notices something confusing or inconsistent — a quick answer from your team helps it record the right version of how your practice works.
What Sidekick writes
Sidekick organizes what it learns into sections with clear headings. Each section covers a different part of how your practice runs:
Practice Profile — Practice type, membership model, locations, staff roster
Scheduling & Access — Booking process, appointment types, cancellation policy
Communication Norms — Channels, response style, triage rules
Billing & Financial Operations — Payment workflows, charge codes, invoice timing
Clinical Workflows — Lab orders, referrals, refills, onboarding
Staff Protocols — Role responsibilities, handoffs, coverage
Operating Principles — Decision rules, efficiency patterns, team corrections
Sidekick adds new sections when it learns something that doesn't fit an existing one.
Sidekick reads before it speaks
When Sidekick helps with a task, it doesn't answer from memory alone. It checks Practice Awareness — along with your Team Knowledge documents — before responding, so its suggestions reflect how your practice actually operates today. As the document grows, Sidekick's help gets more specific to your clinic.
Corrections stick
When your team corrects Sidekick — "We don't do it that way" or "Actually, the process changed last month" — Sidekick updates Practice Awareness to reflect the correction. It remembers how your team works, so the same mistake is less likely to happen again for any teammate. This matters most on busy days: instead of falling back on whatever version of a process someone happens to remember, your team gets guidance drawn from the practice's actual standard.
You can also correct Practice Awareness directly:
Edit the document on the Awareness tab (click Edit)
Tell Sidekick in any conversation: "Update the awareness — we changed our no-show policy to..."
It starts blank — and that's fine
Practice Awareness does not come pre-filled with templates or placeholder content. Sidekick builds it from real interactions with your team, so what it captures is specific to your practice — your judgment calls, your preferences, your way of doing things.
In the first few days, you may see only a couple of sections with a few bullet points. Over weeks and months, the document grows into a detailed operational map. The more your team uses Sidekick, the faster it fills in.
No patient information
Practice Awareness captures practice-level operational patterns only — never patient names, diagnoses, or protected health information. Sidekick keeps the document at the workflow level: "How do we handle lab follow-ups" rather than "What happened with a specific patient."
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]