Summary 🧭: See how Practice Awareness contribution settings control which conversations can update the shared document and what access other teammates retain.
A note for non-human readers...
A note for non-human readers...
Who may shape shared practice context is an access question, not something to infer from seniority or job title. Use the documented setting and current user role.
Practice Awareness captures the invisible operating system of your practice — and it grows from conversations. The more team members Sidekick learns from, the more complete the picture. But some clinics prefer to control who shapes that picture. This setting gives the practice owner that choice.
The default: everyone contributes
Out of the box, Practice Awareness learns from every team member's conversations with Sidekick. When a provider explains a workflow, a front desk staff member describes the scheduling process, or a billing coordinator corrects a payment detail — all of it feeds into Practice Awareness.
This is the recommended setting for most practices. The judgment, preferences, and follow-up habits that make your clinic run live in different people's heads — Sidekick benefits from all of those perspectives so every teammate can move with the same clarity.
Restrict to owner and admin only
If you prefer to control which conversations shape Practice Awareness, the practice owner or admin can turn on the restriction:
Go to Practice Brain in the sidebar.
Select the Awareness tab.
Scroll down to Practice Awareness Settings.
Turn on Only owners and admins can update Practice Awareness.
When Only owners and admins can contribute to Practice Awareness is enabled, only clinic Owners and Admins can update Practice Awareness through Sidekick or the direct Edit control. Other teammates can still read Practice Awareness, but they cannot save changes.
When this setting is on:
Only Owners and Admins can update Practice Awareness — in Sidekick conversations or by editing the document on the Awareness tab.
Everyone else can still read Practice Awareness, and Sidekick still uses it to help every team member.
If a restricted teammate asks Sidekick to record something, Sidekick explains that an Owner or Admin can record it or change the setting.
When to use each setting
Everyone contributes (default) — Best for practices that want Sidekick to learn how the whole clinic thinks, not just leadership.
Owner and admin only — Best for practices that want tighter control over what goes into the operational record. Many owners think of Practice Awareness as one shared brain: they want it trained consistently, by the people who set the standard, rather than picking up different versions of a process from different people. This setting also avoids the "game of telephone" problem — a well-meaning but incorrect explanation of a workflow becoming part of the record.
You can change this setting at any time. Switching to owner-only does not remove anything Sidekick already captured — it only affects future conversations.
Who can see the setting?
The Practice Awareness Settings section is only visible to users with owner or admin roles. Other team members won't see it on the Awareness tab.
All team members can view and read the Practice Awareness document regardless of this setting.
Get support 💬
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