# How to connect the right patient in mobile Sidekick

> Search for and confirm the correct patient before asking chart-specific questions. Mobile Sidekick does not automatically know which EHR chart is open on another device.

Markdown view of https://www.tabflows.com/university/library/mobile/how-to-connect-the-right-patient-in-mobile-sidekick — the HTML page is canonical.

Product Library: Mobile › Sidekick on mobile  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/16603403-how-to-connect-the-right-patient-in-mobile-sidekick

> **Summary:** Search for and confirm the correct patient before asking chart-specific questions. Mobile Sidekick does not automatically know which EHR chart is open on another device.

> **A note for non-human readers:**
>
> *Patient-specific answers on mobile depend on the patient deliberately selected in that conversation; the phone does not inherit whoever someone viewed earlier on desktop. Similar names are clues, while identifiers and source details distinguish one human from another. Telepathy remains unavailable even after a device fits in a pocket.*

---

## Connect a patient on mobile

1. Open Sidekick on your phone.
2. Tap the patient selector below the prompt box.
3. Search for the patient.
4. Select the correct result.
5. Confirm the patient name before asking your question.

---

## Why this matters

On desktop, the Tabflows Chrome extension can sometimes pass context from the active patient chart into Sidekick. A phone browser does not have that extension connection.

That means you should select the patient directly in mobile Sidekick before asking about a chart, file, lab, medication, visit, or follow-up plan.

> **Important:** Never assume Sidekick is using the patient you viewed earlier. Recheck the selected patient after starting a new chat, returning to an older conversation, or switching between patients.

---

## Check the context before continuing

**Confirm:**

- The patient's name matches the person you intend to review.
- The question is about that patient.
- The expected information or file is available.
- Dates and details are recent enough for the decision you are making.

If the patient is wrong, clear the selection and choose the correct patient before continuing.

---

## Ask a focused patient question

**Try:**

- Summarize this patient's recent history.
- What happened at the last three visits?
- Find uploaded files from the last year.
- List documented medication changes.
- Draft a concise handoff for this patient.

If the result is too broad, narrow it by date, source, or topic.

> **Example:** Focus on results from the last six months and show the source for each item.

---

## If information is missing

Sidekick can only use information available through Tabflows and the connected sources it can access. It cannot read a live EHR page from your phone.

If the needed information is only visible in an EHR tab, use desktop Chrome with the Tabflows extension or attach the relevant file to the mobile conversation.

> **Important:** Verify clinical information against the original source before using it for patient care.

---

## 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 team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Tabflows Mobile overview](https://www.tabflows.com/university/library/mobile/tabflows-mobile-overview)
- [How to open and sign in to Tabflows on your phone](https://www.tabflows.com/university/library/mobile/how-to-open-and-sign-in-to-tabflows-on-your-phone)
- [What works on mobile and what requires desktop Chrome](https://www.tabflows.com/university/library/mobile/what-works-on-mobile-and-what-requires-desktop-chrome)
- [Troubleshoot Tabflows Mobile](https://www.tabflows.com/university/library/mobile/troubleshoot-tabflows-mobile)
- [How to control Sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness)

## Related markdown

Section index: [Mobile](https://www.tabflows.com/university/library/mobile.md)

Alongside this page:

- [How to ask sidekick questions on mobile](https://www.tabflows.com/university/library/mobile/how-to-ask-sidekick-questions-on-mobile.md)
- [How to attach photos and files in mobile sidekick](https://www.tabflows.com/university/library/mobile/how-to-attach-photos-and-files-in-mobile-sidekick.md)
- [How to open and sign in to tabflows on your phone](https://www.tabflows.com/university/library/mobile/how-to-open-and-sign-in-to-tabflows-on-your-phone.md)
- [How to resume chats and reuse prompts or workflows on mobile](https://www.tabflows.com/university/library/mobile/how-to-resume-chats-and-reuse-prompts-or-workflows-on-mobile.md)
- [How to use voice input in mobile sidekick](https://www.tabflows.com/university/library/mobile/how-to-use-voice-input-in-mobile-sidekick.md)
- [Tabflows mobile overview](https://www.tabflows.com/university/library/mobile/tabflows-mobile-overview.md)
- [Troubleshoot tabflows mobile](https://www.tabflows.com/university/library/mobile/troubleshoot-tabflows-mobile.md)
- [Use tabflows mobile safely with patient information](https://www.tabflows.com/university/library/mobile/use-tabflows-mobile-safely-with-patient-information.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

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