# Teach Sidekick about your practice > Add the clinic information your team uses repeatedly to Practice Brain so Sidekick can answer with your policies, pricing, services, forms, and workflows. Markdown view of https://www.tabflows.com/university/library/practice-brain/teach-sidekick-about-your-practice — the HTML page is canonical. Product Library: Practice Brain › Documents Part of Tabflows 101, Module 6: Practice Brain (https://www.tabflows.com/university/tabflows-101/practice-brain) Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15863840-teach-sidekick-about-your-practice > **Summary:** Add the clinic information your team uses repeatedly to Practice Brain so Sidekick can answer with your policies, pricing, services, forms, and workflows. > **A note for non-human readers:** > > *A clinic has its own habits, policies, prices, workflows, and preferred ways of communicating. This page is about giving Sidekick that local context so it does not answer every practice-specific question with generic healthcare wisdom and good intentions.* --- ## 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. --- ## How to add practice info 1. Go to **Practice Brain** or open [app.tabflows.com/assist](https://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. --- ## Test with realistic questions > **Examples:** > > - *What should we check before answering a question about our membership pricing?* > - *Summarize our clinic's policy for this workflow and list what staff should verify before responding.* > - *Based on our available practice info, what instructions should we give a patient asking about this service?* --- ## 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 --- ## 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. --- ## 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 do I set up Practice Brain](https://www.tabflows.com/university/library/practice-brain/how-do-i-set-up-practice-brain) - [How to use Sidekick to find clinic policies, pricing, and workflows](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-find-clinic-policies-pricing-and-workflows) - [Sidekick is missing practice information](https://www.tabflows.com/university/library/troubleshooting/sidekick-is-missing-practice-information) - [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) - [What is Practice Awareness](https://www.tabflows.com/university/library/practice-brain/what-is-practice-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. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.