Library: Popular Practice Brain templates

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Use a template from start to finish

1. Open the template and choose File → Make a copy.
2. Save the copy in your clinic’s shared drive.
3. Replace every sample value with approved clinic information.
4. Have the appropriate owner review the document.
5. Add the approved copy to Practice Brain.
6. Ask a realistic question in Sidekick and compare the answer with the source.
7. Add an owner and review date so the template stays current.

To copy these documents to your share drive, click File > Make a copy

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Lab pricing template

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Baseline workflow template

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Draft patient education template

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Care plan and pre-visit summaries

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