# How do I set up Practice Brain > Practice Brain gives Tabflows a trusted source for clinic-wide information such as services, policies, workflows, and patient instructions. Start small, use approved sources, and test the answers before expanding it. Markdown view of https://www.tabflows.com/university/library/practice-brain/how-do-i-set-up-practice-brain — the HTML page is canonical. Product Library: Practice Brain › Set up Part of Tabflows 101, Module 6: Practice Brain (https://www.tabflows.com/university/tabflows-101/practice-brain) Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15786780-how-do-i-set-up-practice-brain > **Summary:** **Practice Brain** gives Tabflows a trusted source for clinic-wide information such as services, policies, workflows, and patient instructions. Start small, use approved sources, and test the answers before expanding it. > **A note for non-human readers:** > > *Practice Brain is where a clinic teaches Tabflows the things that are true for this practice—its policies, prices, workflows, and other local knowledge. The goal is not to upload everything humans have ever written; it is to make the right clinic knowledge current and findable.* --- ## Practice Brain and Preferences do different jobs **Practice Brain** is for shared clinic information your team should be able to rely on, such as policies, pricing, services, SOPs, workflows, forms, and patient instructions. **Preferences** are personal instructions for how you want supported assistance to write or respond, such as tone, length, terminology, greetings, sign-offs, or how next steps should appear. **Practice Awareness** captures operational patterns Sidekick learns from working with your team. It complements approved Team Knowledge; it does not replace policies, prices, SOPs, or other maintained sources. If the information should be true for the whole clinic, put it in the clinic’s approved knowledge source. If it describes how **you** want assistance to sound, use a Preference. --- ## Explore the Practice Brain topics covered here - [How do I add, organize, and maintain sources in Practice Brain →](https://www.tabflows.com/university/library/practice-brain/how-do-i-add-organize-and-maintain-sources-in-practice-brain) - [What files should I upload to Practice Brain →](https://www.tabflows.com/university/library/practice-brain/what-files-should-i-upload-to-practice-brain) - [Best practices for managing Practice Brain content →](https://www.tabflows.com/university/library/practice-brain/best-practices-for-managing-practice-brain-content) - [How to keep Practice Brain updated →](https://www.tabflows.com/university/library/practice-brain/how-to-keep-practice-brain-updated) - [Avoid common Practice Brain mistakes →](https://www.tabflows.com/university/library/practice-brain/avoid-common-practice-brain-mistakes) - [Teach Sidekick about your practice →](https://www.tabflows.com/university/library/practice-brain/teach-sidekick-about-your-practice) - [Library: Popular Practice Brain templates →](https://www.tabflows.com/university/library/practice-brain/library-popular-practice-brain-templates) ### Explore Profile / Preferences - [Make Sidekick sound more like you with Preference →](https://www.tabflows.com/university/library/practice-brain/make-sidekick-sound-more-like-you-with-preferences) - [How do I make drafts sound more like me →](https://www.tabflows.com/university/library/practice-brain/make-sidekick-sound-more-like-you-with-preferences#how-do-i-make-drafts-sound-more-like-me) - [Why don't my drafts reflect my preferences →](https://www.tabflows.com/university/library/practice-brain/why-dont-my-drafts-reflect-my-preferences) - [How do I change or update a preference →](https://www.tabflows.com/university/library/practice-brain/how-do-i-change-or-update-a-preference) - [How do I delete a preference →](https://www.tabflows.com/university/library/practice-brain/how-do-i-delete-a-preference) ### Explore Practice Awareness - [What is Practice Awareness →](https://www.tabflows.com/university/library/practice-brain/what-is-practice-awareness) - [How Practice Awareness works →](https://www.tabflows.com/university/library/practice-brain/how-practice-awareness-works) - [How to review and edit Practice Awareness →](https://www.tabflows.com/university/library/practice-brain/how-to-review-and-edit-practice-awareness) - [Who can update Practice Awareness →](https://www.tabflows.com/university/library/practice-brain/who-can-update-practice-awareness) --- ## What to add to your Practice Brain The Practice Brain works best when it contains information your team references regularly. Common examples include: - Clinic policies and internal procedures - Standard workflows, such as refills, labs, and referrals - Common instructions (for example, how your clinic handles prior authorizations) - Clinic-approved standard wording for patient communications - Routing rules and internal processes - Step-by-step playbooks (for example, "If X happens, do Y") > **Good to know:** Add the sources your team needs most often first. A smaller, tested knowledge base is easier to trust and maintain than a large document dump. > **Note:** This information can help **Sidekick** answer clinic questions with more context. --- ## Before you add a source Choose sources that are: - Current and approved for clinic-wide use - Clearly owned - Not a duplicate of a newer version - Free of passwords, API keys, or other secrets - Appropriate for clinic-wide use rather than a patient chart > **Good to know:** Practice Brain should contain clinic-wide knowledge. Keep patient-specific chart notes and temporary case details in the appropriate clinical system. --- ## Add your first source 1. Go to **Practice Brain** or open [app.tabflows.com/assist](https://app.tabflows.com/assist). 2. Stay on the **Documents** tab. 3. Choose where it goes: **Add Text & Documents** for a Google Doc or Sheet link, **Website Sync** for your clinic website, or **Upload your files** for a PDF, CSV, Excel, Numbers, or Word file. Only Admins can edit links or Website Sync. 4. Paste the source link or upload the file. 5. Practice Brain lists each source by the file or Google Doc's own name, so name it clearly before you add it. 6. For a link, click Save in the link box and wait until Processing document... becomes Click to sync, then click Save at the top. A file uploads as soon as you drop it; wait until Processing... becomes Sync. 7. Open Sidekick and ask a question the source should answer. ![Adding files/sources to practice brain](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/2a8e232e0ca0363f.mp4) --- ## Test the source in Sidekick Ask a realistic question your team would use in daily work. Compare the answer with the approved source. > **For example:** > > - *What is our cancellation policy?* > - *What should a patient do before a fasting lab appointment?* > - *How do we route an urgent refill request?* If the answer is unclear: 1. Improve the source heading or wording. 2. Remove conflicting or duplicate information. 3. Save the change. 4. Test the same question again. --- ## Update your Practice Brain 1. Open Tabflows 2. Go to **Practice Brain** 3. On the Documents tab, add or remove a link (Admins click Edit) or upload or delete a file; use Click to sync to pull changes from a Google Doc or Sheet Changes are available to Sidekick across your clinic. --- ## Linking a Google Doc or Sheet? For a Google Doc or Sheet, set sharing to “**Anyone with the link**” so Tabflows can read it, and use that only for documents approved for link sharing. Never expose PHI, credentials, or other sensitive content just to make a source readable. --- ## Build from the questions your team repeats > **Tip:** Start small. Add 10–20 high-value items your team answers often. > **Important:** Linked documents must follow your clinic’s approved privacy and sharing policies. Never place PHI, credentials, or secrets in a broadly shared document. Confirm the approved connection method before publishing\ > instructions that require link sharing. --- ## Next: Review your Clinic Settings Learn how your clinic account is organized and where to manage the settings that shape your team’s Tabflows setup. > [Clinic account overview →](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview) --- ## Need 1-on-1 guidance? > Need help setting up your Practice Brain? Book a call with Nafeesa, our implementation lead, for guidance on what to include and how to get started. **[You can book a time with her here!](https://go.team.tabflows.com/meetings/nafeesa)** --- ## 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 - [Library: Popular Practice Brain templates](https://www.tabflows.com/university/library/practice-brain/library-popular-practice-brain-templates) - [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview) - [What Sidekick can and cannot reference](https://www.tabflows.com/university/library/sidekick/what-sidekick-can-and-cannot-reference) - [How to keep Practice Brain updated](https://www.tabflows.com/university/library/practice-brain/how-to-keep-practice-brain-updated) - [How do I add, organize, and maintain sources in Practice Brain](https://www.tabflows.com/university/library/practice-brain/how-do-i-add-organize-and-maintain-sources-in-practice-brain) ## Related markdown Section index: [Practice brain](https://www.tabflows.com/university/library/practice-brain.md) Alongside this page: - [Avoid common practice brain mistakes](https://www.tabflows.com/university/library/practice-brain/avoid-common-practice-brain-mistakes.md) - [Best practices for managing practice brain content](https://www.tabflows.com/university/library/practice-brain/best-practices-for-managing-practice-brain-content.md) - [How do i add organize and maintain sources in practice brain](https://www.tabflows.com/university/library/practice-brain/how-do-i-add-organize-and-maintain-sources-in-practice-brain.md) - [How do i change or update a preference](https://www.tabflows.com/university/library/practice-brain/how-do-i-change-or-update-a-preference.md) - [How do i delete a preference](https://www.tabflows.com/university/library/practice-brain/how-do-i-delete-a-preference.md) - [How practice awareness works](https://www.tabflows.com/university/library/practice-brain/how-practice-awareness-works.md) - [How to keep practice brain updated](https://www.tabflows.com/university/library/practice-brain/how-to-keep-practice-brain-updated.md) - [How to review and edit practice awareness](https://www.tabflows.com/university/library/practice-brain/how-to-review-and-edit-practice-awareness.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) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.