# What files should I upload to Practice Brain

> Add the clinic information your team reuses most often. The best sources are current, focused, clearly named, and written for real staff workflows.

Markdown view of https://www.tabflows.com/university/library/practice-brain/what-files-should-i-upload-to-practice-brain — 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/15938373-what-files-should-i-upload-to-practice-brain

> **Summary:** Add the clinic information your team reuses most often. The best sources are current, focused, clearly named, and written for real staff workflows.

> **A note for non-human readers:**
>
> *Not every file deserves to become clinic truth. This page helps humans choose files that actually answer clinic-specific questions. Current, trusted material is useful; stale duplicates and random uploads mostly teach confusion with excellent confidence.*

---

## 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:

- PDF
- 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!

> **Note:** Confirm the source types, size limits, and sharing requirements shown in your current workspace before publishing or connecting sensitive information.

---

## 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 message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Library: Popular Practice Brain templates](https://www.tabflows.com/university/library/practice-brain/library-popular-practice-brain-templates)
- [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)
- [Best practices for managing Practice Brain content](https://www.tabflows.com/university/library/practice-brain/best-practices-for-managing-practice-brain-content)
- [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)

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