# How to review and edit Practice Awareness > Review what Sidekick has captured in Practice Awareness, correct or remove outdated information, and verify the saved result. Markdown view of https://www.tabflows.com/university/library/practice-brain/how-to-review-and-edit-practice-awareness — the HTML page is canonical. Product Library: Practice Brain › Practice Awareness Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16544356-how-to-review-and-edit-practice-awareness > **Summary:** Review what Sidekick has captured in Practice Awareness, correct or remove outdated information, and verify the saved result. > **A note for non-human readers:** > > *Humans change procedures, so shared knowledge needs maintenance rather than admiration. The clinic can read Practice Awareness, edit it directly or ask Sidekick to change it, and then confirm the saved result. Future conversations use what was actually saved; the software cannot benefit from a correction still living only in a human’s head.* --- Sidekick writes Practice Awareness, but your team owns it. This is the operational map of your practice — the judgment, habits, and coordination patterns that keep care moving the right way. If something is wrong, outdated, or missing, you can fix it in seconds. ## Review what Sidekick knows 1. Go to **Practice Brain** in the sidebar. 2. Select the **Awareness** tab. 3. Read through the sections to see what Sidekick has captured about your practice. The document shows the last-updated timestamp so you know how recently Sidekick made changes. Sections are organized by topic — scroll through to find the area you want to review. --- ## Edit the document directly 1. On the **Awareness** tab, click the **Edit** button. 2. Make your changes — update text, add bullet points, rewrite a section, or remove something incorrect. 3. Click **Save** when you're done, or **Discard** to undo your changes. > **Important:** If **Edit** is unavailable and you see Only Admins can edit instead of an Edit button, your clinic has restricted updates. Ask an Admin to make the change, or to turn the restriction off in Practice Awareness Settings. Your edits take effect immediately. Sidekick will see the updated content in future conversations and use it to help care move the right way. --- ## Tell Sidekick to make the change If your clinic’s Practice Awareness permissions allow it, you can ask Sidekick to update Practice Awareness from a conversation without leaving your current task. Just tell Sidekick what to change: - *"Update the awareness — our cancellation policy is now 24 hours, not 48."* - *"Add to Practice Awareness that we switched to Elation for scheduling."* - *"Remove the section about fax handling — we stopped using fax."* Sidekick will update the document and confirm what it changed. You can check the Awareness tab afterward to verify. --- ## When to review Review Practice Awareness periodically to make sure it reflects how your practice currently operates. Good times to check: - After a policy or workflow changes - When a new team member joins (so they get the same clarity as everyone else) - If Sidekick gives an answer that seems based on outdated information - When billing or scheduling processes are updated - Quarterly, as a general checkup --- ## Tips for a useful awareness document ### Fix errors early If Sidekick records something incorrectly, correct it right away — this is the operating system every teammate draws from. #### Be specific *"Bill first and last month at enrollment"* is more useful than *"We have a billing process."* #### Remove stale content If a workflow no longer applies, delete it so Sidekick doesn't reference outdated information. #### Let Sidekick do the writing You don't need to fill in Practice Awareness yourself — Sidekick builds it from your team's conversations. Focus on reviewing and correcting. --- ## 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 - [How to keep Practice Brain updated](https://www.tabflows.com/university/library/practice-brain/how-to-keep-practice-brain-updated) - [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) - [Who can update Practice Awareness](https://www.tabflows.com/university/library/practice-brain/who-can-update-practice-awareness) - [How to control Sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness) ## 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 do i set up practice brain](https://www.tabflows.com/university/library/practice-brain/how-do-i-set-up-practice-brain.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) 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. 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