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Review labs and medications with Sidekick

Ask Sidekick focused questions about labs and medications, check each answer's dates and sources, and explain confirmed results in plain language.

4 min · Last checked Oct 27, 2026 against Tabflows v3.10.63

Why it matters

Every lab value, medication and note you ask about belongs to one patient's care. Sidekick, Tabflows' AI assistant for patient and clinic work, can compare, explain and summarize what the record holds, and it is built to show you which details are missing or uncertain. When one of your questions has a gap, ask Sidekick to show what is missing or uncertain in its answer.

Its wording can sound sure even when a value is missing or out of date. The source record holds the facts and you make the clinical judgment, so check every answer you act on against the record.

How it works

Sidekick can do three things with the labs and medications in a patient's record: compare them, explain them and summarize them. It answers from the data Tabflows has synced for the connected patient. It refreshes that data only when you ask, or when nothing is synced yet. Either way an approval card appears first, and nothing runs until you approve it. Pulls need the Tabflows Chrome extension connected.

Keep each request focused, and ask for dates, units, reference ranges and source records whenever those details matter. A focused question gives an answer you can check in one place.

  1. Connect the patient in Sidekick.
  2. Ask one focused question about labs or medications.
  3. Ask for the date, value, unit and source behind anything you plan to act on.
  4. Open the source record and confirm it.
  5. Only then ask for a patient-friendly version.

Labs. Ask for a window and a flag, such as "Summarize this patient's labs from the last six months and flag values outside the reported reference range." The window keeps old results out of the answer, and the flag uses the range reported with each result. Ask for a trend with dates, such as "Show the trend for A1c with dates and values." The date tells you whether a value is current, and the trend shows what a single result hides. You can also ask which lab follow-up is documented but still open.

Medications. Ask "List the current medications and show when each was last reviewed." An old review date marks the list to reconcile at the visit. Ask for the documented changes from the last three visits, or the documented medication follow-up, to prepare that reconciliation. Ask for the source of the most recent dose change to trace it back to its note. The Library article has more prompts.

Explain confirmed results to a patient

Once you have confirmed the source data, ask for "a warm, patient-friendly explanation of these confirmed results." Ask it to highlight what looks reassuring, explain what needs attention without jargon, end with the documented next step, and add no diagnosis or advice that isn't in the chart. That last instruction keeps the draft inside what the chart supports.

Then review the draft for tone, accuracy, missing context, and any statement anyone could read as a new clinical recommendation. If staff need a version too, ask a second question to rewrite it for them.

Why is a result missing?

The connected system may be stale, the document may not be available, or the question may use the wrong date range. Ask Sidekick to pull fresh data and approve its card, check that the right patient is connected, and ask Sidekick which information is missing.

Do it in Tabflows

Choose a patient whose labs came back this week and review them with Sidekick before you reply.

  1. Open Sidekick with the patient connected. If the patient selector reads Select a patient, choose the patient there.
  2. Because these results are new, ask Sidekick to pull fresh data first, and approve its card.
  3. Ask: "Summarize this patient's labs from the last six months and flag values outside the reported reference range."
  4. Open the source record. Confirm that every result from this week is in Sidekick's answer, and check one flagged value's date, value, unit and reference range.
  5. Ask: "List the current medications and show when each was last reviewed." Compare the list with the chart.
  6. Ask for a patient-friendly explanation of the results you confirmed, then read it for any advice that isn't in the chart.