Teach Sidekick about your practice

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Start with high-value clinic information

Add practice info when your team wants Sidekick to help with:

• Clinic policies
• Membership pricing
• Services and programs
• Lab or referral guidance
• Forms and handouts
• Staff workflows
• Common patient questions
• Internal SOPs
• Role-specific processes

Do not upload everything at once. Start with the material staff use regularly, test it, then expand.

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How to add practice info

1. Go to Practice Brain or open 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.
8. Go back to Sidekick and ask a test question to make sure the answer uses the right clinic information.

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Test with realistic questions

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Keep practice info current

Update practice info when:

• Pricing changes
• Services change
• A policy changes
• A form is replaced
• A workflow changes
• Staff notice Sidekick is using old information

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Review before using

Sidekick can help reference practice information, but your team should still review the answer before using it with a patient or in clinic work.

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