How to keep Practice Brain updated

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When to update Practice Brain

Review and update content when:

• Pricing, services, policies, forms, or patient handouts change
• A workflow or team responsibility changes
• Referral, lab, imaging, or scheduling instructions change
• Teammates ask questions Sidekick cannot answer clearly
• A source owner leaves or changes roles

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Good maintenance habits

1. Identify stale information and unanswered questions.
2. Update or replace the approved source.
3. Remove duplicates and conflicting versions.
4. Confirm the title and structure are still clear.
5. Test a realistic question in Sidekick.

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Use two review rhythms

• Event-driven: Update immediately when a policy, price, form, or workflow changes.
• Scheduled: Review important sources on a regular clinic cadence, such as quarterly.

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Why regular updates matter

If Practice Brain contains outdated or conflicting information, Sidekick may return incomplete or confusing answers.

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