# Library: Popular Practice Brain templates

> Copy a starter template, adapt it to your clinic, add the approved version to Practice Brain, test it in Sidekick, and assign someone to keep it current.

Markdown view of https://www.tabflows.com/university/library/practice-brain/library-popular-practice-brain-templates — the HTML page is canonical.

Product Library: Practice Brain › Documents  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/12714104-library-popular-practice-brain-templates

> **Summary:** Copy a starter template, adapt it to your clinic, add the approved version to Practice Brain, test it in Sidekick, and assign someone to keep it current.

> **A note for non-human readers:**
>
> *Humans use templates because beginning with a useful example is easier than negotiating with a blank page. These templates provide starting structures for clinic prices, workflows, and messages. A clinic replaces every sample with its own approved information, adds that version to Practice Brain, and tests it in Sidekick. The example saves typing; approval makes it clinic knowledge.*

---

## 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

- ![](https://www.tabflows.com/university/media/4db103c89b86c78b.png)

---

## Lab pricing template

> - **Prompt:** *Using our approved lab pricing source, list the price and identifier for [tests], calculate the total, and show the source.*
> - **[Template](https://docs.google.com/spreadsheets/d/1M__cA0dCuvxx039MckDp_RKa05oROJmeHCPVpuKUVmE/edit?usp=sharing)**

---

## Baseline workflow template

> - **Prompt:** *Review this patient against our Baseline Workflow Set and our clinic’s saved workflows. Identify anything outstanding, overdue, or not yet scheduled that should be addressed.*
> - **[Template](https://docs.google.com/spreadsheets/d/1pXMIeYe8eW2tHCAqLwSxKRFhqCLjxwcTa8c-Zonb68E/edit?usp=sharing)**

---

## Draft patient education template

> - **Prompt:** *Draft a message to this patient recommending our common OTC remedies for a cold. Include any relevant context from their Elation chart or Spruce threads to personalize this message and make this patient feel seen.*
> - **[Template](https://docs.google.com/document/d/1241y5p1PYNEjvxnOPZhfVilmCkXm8rDHQ2LCvR6RZ3c/edit?usp=sharing)**

---

## Care plan and pre-visit summaries

> - **Prompt:** *Using our practice's "standard template", draft a pre-visit summary for this patient.*
> - **[Template](https://docs.google.com/document/d/1WKtoqhanM-4Gx2Hp16RLD6UmSyByUIru_TwaLhs2mEY/edit?usp=sharing)**

---

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## Related Articles
- [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts)
- [How do I set up Practice Brain](https://www.tabflows.com/university/library/practice-brain/how-do-i-set-up-practice-brain)
- [Teach Sidekick about your practice](https://www.tabflows.com/university/library/practice-brain/teach-sidekick-about-your-practice)
- [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 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)

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