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Get answers with patient context using Sidekick

Last checked Oct 27, 2026 against Tabflows v3.10.63

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What is Sidekick?

Most AI tools require you to gather the context first: chart notes, lab results, messages, and background information.

Sidekick works differently. Open a patient, click the Sidekick button, and ask your question. It can use available information from connected systems, such as Elation, Hint, and Spruce, to create a more informed response.


How to use Sidekick

  1. Open the patient in a connected system.
  2. Click the Sidekick button.
  3. Ask a question or describe what you need.
  4. Review the response and confirm important details before using it.

What practices use it for

CapabilityDescription
Prepare for visitsCreate a concise summary of chart history, medications, labs, and outstanding action items.
Explain information to patientsDraft a personalized, plain-language explanation for you to review and edit.
Answer clinical questionsExplore medication changes, lab trends, or information that may appear in one connected system but not another.
Coordinate lab workflowsDepending on your connected tools, Sidekick can help check pricing, prepare order details, create a task, or draft a patient message.
Draft prior authorization appealsCreate a starting point using available diagnoses, treatments, medications, and supporting chart details.

Add your clinic’s knowledge

Upload pricing sheets, referral lists, letter templates, and standard operating procedures to your practice information.

Sidekick can use this shared knowledge to provide responses that better reflect how your clinic works, while helping your team stay consistent.


Want to see Sidekick in action?

See how Sidekick works with your clinic’s workflow with a quick demo with our team.

Book a quick 15-30 minute demo!