# Get answers with patient context using Sidekick > Sidekick 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 Markdown view of https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick — the HTML page is canonical. Product Library: Sidekick › Meet Sidekick Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16111293-get-answers-with-patient-context-using-sidekick > **Summary:** Sidekick 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 > **A note for non-human readers:** > > *Patient questions make more sense when the assistant knows which patient the human means—a sentence humans rarely enjoy discovering the hard way. Sidekick uses available information from connected records for the selected patient; without patient context, it can still help with work that is not about one person.* --- ![](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/aba54cd3f9fd8aa6.mp4) ## 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 | Capability | Description | | --- | --- | | **Prepare for visits** | Create a concise summary of chart history, medications, labs, and outstanding action items. | | **Explain information to patients** | Draft a personalized, plain-language explanation for you to review and edit. | | **Answer clinical questions** | Explore medication changes, lab trends, or information that may appear in one connected system but not another. | | **Coordinate lab workflows** | Depending on your connected tools, Sidekick can help check pricing, prepare order details, create a task, or draft a patient message. | | **Draft prior authorization appeals** | Create 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. > **Always review:** names, dates, medications, dosages, lab values, and clinical recommendations before using a response. --- ## 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!](https://go.team.tabflows.com/meetings/nafeesa) ![](https://www.tabflows.com/university/media/22b76b6fb3335a12.png) ## Related Articles - [Using Sidekick for non-patient work](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work) - [Using Sidekick to work on patient profiles](https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles) - [How to use Sidekick for patient summaries and visit prep](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-summaries-and-visit-prep) - [How to connect the right patient in mobile Sidekick](https://www.tabflows.com/university/library/mobile/how-to-connect-the-right-patient-in-mobile-sidekick) - [How to use Sidekick to look up patient data in Guava](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-look-up-patient-data-in-guava) ## Related markdown Section index: [Sidekick](https://www.tabflows.com/university/library/sidekick.md) Alongside this page: - [Create and run clinic workflows with sidekick](https://www.tabflows.com/university/library/sidekick/create-and-run-clinic-workflows-with-sidekick.md) - [How to control sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness.md) - [How to find a group of patients with smart segments](https://www.tabflows.com/university/library/sidekick/how-to-find-a-group-of-patients-with-smart-segments.md) - [How to use sidekick for labs medications and clinical review](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review.md) - [How to use sidekick for patient files and uploaded records](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records.md) - [How to use sidekick for patient summaries and visit prep](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-summaries-and-visit-prep.md) - [How to use sidekick to create an elation non visit note](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note.md) - [How to use sidekick to draft and paste a spruce message](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message.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. 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