Practice Brain
Shared Documents, Practice Awareness, and personal Preferences.
16 articles
Set up1
Practice Awareness4
- What is Practice Awareness 101, part of Tabflows 101See what Practice Awareness is, where it lives in Practice Brain, and how it captures practice-level operating patterns your team can review.
- How Practice Awareness worksLearn how Practice Awareness grows from Sidekick conversations and corrections, how it works alongside Team Knowledge, and what your team should review over time.
- How to review and edit Practice AwarenessReview what Sidekick has captured in Practice Awareness, correct or remove outdated information, and verify the saved result.
- Who can update Practice AwarenessSee how Practice Awareness contribution settings control which conversations can update the shared document and what access other teammates retain.
Documents7
- How do I add, organize, and maintain sources in Practice BrainA clean Practice Brain is easier to search, update, and trust. Give every source a clear purpose, a recognizable name, and an owner who keeps it current
- What files should I upload to Practice Brain 101, part of Tabflows 101Add the clinic information your team reuses most often. The best sources are current, focused, clearly named, and written for real staff workflows.
- Best practices for managing Practice Brain contentPractice Brain works best when its sources are easy to recognize and easy to interpret. A few consistent habits make the library more useful for everyone.
- How to keep Practice Brain updatedUpdate Practice Brain whenever the clinic changes how it works. Short, regular reviews prevent stale pricing, policies, and workflows from turning into confusing answers.
- Avoid common Practice Brain mistakesMost Practice Brain problems come from stale, duplicated, or unclear sources. Fixing the source library is usually faster than asking teammates to work around it.
- Teach Sidekick about your practice 101, part of Tabflows 101Add the clinic information your team uses repeatedly to Practice Brain so Sidekick can answer with your policies, pricing, services, forms, and workflows.
- Library: Popular Practice Brain templatesCopy a starter template, adapt it to your clinic, add the approved version to Practice Brain, test it in Sidekick, and assign someone to keep it current.
Profile / Preferences4
- Make Sidekick sound more like you with PreferencesSave personal instructions for tone, structure, terminology, and sign-offs so Sidekick can shape drafts around the way you communicate.
- Why don't my drafts reflect my preferencesPreferences affect newly generated drafts. They do not rewrite drafts created before the preference was added or changed.
- How do I change or update a preferenceEdit a preference when its wording is outdated, too broad, or no longer produces the style you want in new drafts.
- How do I delete a preferenceDelete a preference when it no longer applies. Edit it instead if the instruction is still useful but needs better wording.