Meet Sidekick8
- Meet Sidekick and ask your first questions 101, part of Tabflows 101Sidekick is your conversational workspace for patient and clinic work. Start with one question, review the answer, then ask a follow-up when you need a different level of detail or format.
- Get answers with patient context using SidekickSidekick uses available information from your patient’s connected systems to answer questions, summarize records, and help prepare next steps, without manually copying their history into another AI tool
- Using Sidekick to work on patient profiles 101, part of Tabflows 101Connect the patient before asking chart-specific questions so Sidekick can use the intended patient context and you can verify that the available data is fresh.
- Using Sidekick for non-patient workNo patient is needed for clinic knowledge, pricing, policies, workflows, Tasks, reminders, and other operational questions.
- What Sidekick can and cannot referenceSidekick works from the context available to your clinic and the conversation. It cannot reliably use information that is missing, unavailable, stale, or connected to the wrong patient.
- Use Mini Sidekick while you work on the pageOpen Sidekick in a small floating window so you can keep the current page visible while you ask questions, use voice input, or continue a Sidekick conversation.
- Work with interactive views in SidekickAn interactive view turns one Sidekick answer into a small workspace. It can organize the current result into filters, cards, tables, charts, or other controls when exploration is more useful than a long message.
- Use Sidekick to work in your browserBrowser use lets Sidekick work through the live desktop Chrome tab on your behalf. When Tabflows has enabled it for your account, Sidekick can read the visible page and controls, click, type, scroll, wait for changes, and go back while the job card shows its progress.
Patient-care workflows10
- How to use Sidekick for patient summaries and visit prepTurn available patient history into a focused visit-prep view, then verify the patient, sources, dates, and follow-up items before using it.
- How to use Sidekick for labs, medications, and clinical reviewUse focused questions to summarize available labs and medications, surface follow-up items, or translate confirmed information into patient-friendly language.
- How to use Sidekick for patient files and uploaded recordsAttach a supported file directly or find an available patient file, then tell Sidekick exactly what you want it to review.
- How to use Sidekick to draft messages, summaries, and internal contentUse Sidekick to explore, refine, and draft in a conversation. Use Draft Assist when you want a reply generated beside a supported patient conversation and inserted into its message box.
- How to use Sidekick to find Tasks and create follow-up remindersAsk Sidekick to find, summarize, or create Task-based follow-up in plain language. Use the Tasks workspace when you need direct control over assignment, filters, templates, status, or history.
- How to control Sidekick screen awarenessOn desktop Chrome, Screen awareness lets Sidekick use the active page as context when you start a new chat. You can turn it off in Tabflows Settings at any time.
- How to find a group of patients with Smart SegmentsDescribe the patients you want in plain language, and Tabflows builds the list for you. Smart Segments live in the Patients tab, and you can also ask Sidekick for a one-off list in chat.
- How to use Sidekick to create an Elation non-visit noteAsk Sidekick to prepare an Elation non-visit note for the linked patient. Tabflows saves it in Elation as an unsigned draft — a clinician still reviews, edits, and completes it in Elation. Tabflows never signs or submits the note for you.
- How to use Sidekick to look up patient data in GuavaWhen your clinic uses Guava, Sidekick can read the patient information in the linked Guava record so you can ask focused questions about it. Reading is view-only - Sidekick does not change anything in Guava.
- How to use Sidekick to review Hint Clinical informationWhen your clinic uses Hint Clinical (Hint’s clinical product at one.hint.com), Sidekick can use available clinical summary information, notes, and patient message history for the linked patient.
Admin workflows10
- How to use Sidekick to find clinic policies, pricing, and workflowsAsk Sidekick for clinic-specific answers powered by Practice Brain, then open the source when exact wording, pricing, or process details matter.
- How to use Sidekick to place a phone callSidekick can prepare an outbound phone call for you — for example, calling a pharmacy about a refill or confirming an appointment with another office. You review and approve a call card first; nothing dials until you start it. An AI voice agent then places the call using only what’s on the card.
- How to use Sidekick to draft and paste a Spruce messageAsk Sidekick to prepare a Spruce message, review it, then open the correct Spruce thread and paste it into the message box. Tabflows never sends the message for you.
- How to use Sidekick to manage Elation calendar eventsAsk Sidekick to review an Elation schedule or prepare a calendar event. Schedule reads are read-only; creating, changing, cancelling, or deleting an event requires your review and approval.
- How to use Sidekick to review Vista Pay ordersAsk Sidekick which Vista Pay orders are open or unpaid, review the returned details and statuses, and confirm anything important in Vista Pay. This workflow is read-only and does not change orders.
- How to use Sidekick to review a Cerbo calendarAsk Sidekick to read a provider or clinic schedule from Cerbo. Review the returned dates, providers, appointments, cancellations, locations, notes, and warnings. The action is read-only.
- How to use Sidekick to review an Athena scheduleAsk Sidekick to read one day of patient appointments from Athena. The action is read-only and does not create, move, cancel, or update an appointment.
- How to use Sidekick to triage the Elation work queueUse Sidekick to review counts and items from the Elation queue selected under View Queue For, then open a returned item directly in Elation.
- How to use Sidekick to triage unfiled faxes in CerboAsk Sidekick to scan Cerbo’s Received Faxes (Unfiled) queue, separate ready items from faxes that need human review, and prepare supported filing actions.
- How to use Sidekick to triage unfiled faxes in ElationUse Sidekick to scan Elation’s unfiled fax queue, pull the available fax details, and separate clear items from faxes that need manual review. Scanning is read-only. After review, file one ready fax or process a reviewed batch. Cover pages stay in the inbox by default; deleting detected cover pages requires a separate per-fax choice.
Prompts and reusable workflows3
- Create and run Clinic Workflows with Sidekick 101, part of Tabflows 101Clinic Workflows turn a repeatable clinic process into saved steps that Sidekick can run from Sidekick, My chat, a Team channel, or a thread when Workflows is available for your account. Each run can collect one input, show progress in a live card and linked Task, and return the result to the conversation.
- Save and reuse prompts in Sidekick 101, part of Tabflows 101Save focused prompts for questions or drafting work your clinic repeats. A saved prompt loads reusable text into the message box so a teammate can review it, add today’s context, and send it without starting from a blank page.
- Library: Popular Sidekick prompts 101, part of Tabflows 101Start from a prompt that matches the job, confirm the required context is available, then adapt the wording and review the result for your clinic.