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How to ask Sidekick questions on mobile

Last checked Oct 27, 2026 against Tabflows v3.10.63

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Ask your first question

  1. Open Sidekick on your phone.
  2. Decide whether the question is about a specific patient.
  3. If it is, search for and select the correct patient.
  4. Type your question in the Ask anything field, or use the microphone to dictate it.
  5. Tap Send.
  6. Review the response and ask a follow-up if anything is missing.

Questions that do not need a patient

You can ask Sidekick about clinic work without selecting a patient.

Try:

  • What is our cancellation policy?
  • Find our pricing for common lab tests.
  • List my open Tasks.
  • Create a reminder for me to follow up tomorrow.
  • Turn this note into a concise staff handoff.

Patient-specific questions

Select the patient first, then try:

  • Summarize the most important updates in this patient's chart.
  • Prepare a concise visit-prep note.
  • Show me the available files for this patient.
  • Draft a patient-friendly explanation of these results.
  • What follow-up items should I review?

Keep prompts simple

Most good prompts need three things:

  • Action: summarize, find, compare, draft, or create.
  • Context: this patient, our policy, my Tasks, or the attached file.
  • Output: five bullets, a short handoff, patient-friendly language, or a dated reminder.

Use follow-up questions

You do not need to repeat the full request. Continue the same conversation with a narrow follow-up:

  • Focus only on the last six months.
  • Show the source for each item.
  • Make this shorter.
  • Rewrite this for a patient.
  • What is still uncertain?

Get support 💬

Need help or have a question? Reach out to our Support team however works best for you: