Practice Brain · 7 of 16
What files should I upload to Practice Brain
On this page
Start with high-value sources
Recommended content includes:
- Pricing sheets and service information
- Clinic policies and standard operating procedures
- Scheduling, referral, lab, and new-patient workflows
- Staff reference guides and billing guidance
- Patient handouts, forms, consents, and preparation instructions
- Onboarding documents used across the clinic
Supported file types
Practice Brain supports common document and spreadsheet formats, including:
- Word documents
- Excel spreadsheets
- CSV files
It can also use linked cloud-based documents such as:
- Google Docs
- Google Sheets
- Your clinic website, through Website Sync
Upload size limits:
- CSV files: Up to 5 MB
- PDF, Word, Excel, and Numbers: Up to 25 MB per file
- Google Docs, Sheets, and your synced clinic website: Linked directly, so file size limits do not apply!
Check the source before adding it
| Add it when... | Skip it when... |
|---|---|
| The content is current and approved | A newer version exists |
| The title is specific and searchable | The name is vague or temporary |
| The document covers one topic | It mixes unrelated workflows |
| Staff can scan the structure | It is an unformatted wall of text |
| It contains clinic-wide guidance | It contains patient-specific details |
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
Sidekick reads what you give it. Give it your best, current stuff.