Best practices for managing Practice Brain content

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Use clear file names

Choose names that make documents easy to identify.

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Keep one clear source of truth

Try to avoid storing multiple competing versions of the same document. If a newer version exists, replace or retire the old one.

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Use clean formatting

Documents are easier for both staff and Sidekick to use when they are well structured.

Helpful formatting includes:

• Use descriptive headings.
• Put workflow steps in a numbered list.
• Use bullets for rules and exceptions.
• Use a table for structured prices or comparisons.
• Keep one main topic per source.

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Assign ownership

It helps to have a clear owner for important files so someone is responsible for updating them when processes change.

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Why these practices matter

Practice Brain performs better when content is current, well organized, and easy to interpret.

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