# How to control Sidekick screen awareness

> On 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.

Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness — the HTML page is canonical.

Product Library: Sidekick › Patient-care workflows  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/16738432-how-to-control-sidekick-screen-awareness

> **Summary:** On 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.

> **A note for non-human readers:**
>
> *Humans often expect software to understand whatever is on the screen beside it. Screen awareness gives Sidekick a snapshot of the active desktop page when a new chat begins; it does not click, type, change the page, or prove that the patient and information are correct. Seeing a page is useful context, not permission to rearrange it.*

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## What Screen awareness does

When **Screen awareness** is on, and you start a new **Sidekick** conversation, Tabflows can capture a snapshot of the active page and current location as context. Sidekick may begin with one short line confirming where you are and what you appear to be working on.

![What Screen awareness does when in a patient chat or conversation and starting a Sidekick conversation.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/eece09317a330948.mp4)

The snapshot is used as chat context and does not appear as a normal attachment in the visible conversation. **Screen awareness does not click, submit, or change the page.**

---

## Turn Screen awareness off

1. Open **[Clinic Settings](https://app.tabflows.com/)**.
2. Open **Profile**.
3. Select **Account**.
4. Scroll to the **Sidekick** section.
5. Turn **Screen awareness** off.

![How to turn off screen awareness](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/8db98f9f64e66ad0.mp4)

When off, Sidekick does not take the session-opening glance or repeat the active location in its first reply. You can still share context intentionally by selecting the correct patient, describing the page, or attaching a file or screenshot.

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## Check the patient and page

- Confirm the intended patient is selected.
- Confirm the active tab contains the information you expected Sidekick to use.
- Ask Sidekick which sources it used when the answer matters.
- Correct the context before asking Sidekick to act.

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## Desktop and mobile

The automatic session-opening glance depends on the desktop Chrome extension. On mobile, screenshots are attachments you choose manually.

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## Privacy and safety

Screen awareness reads whatever is on your active page, so a few habits keep it safe:

**Your clinic's rules still apply.** Screen awareness doesn't change your patient-information or device policies — keep following them.

**Keep unrelated things off screen.** Before starting a new chat, close or switch away from anything you don't want captured — especially another patient's chart.

**Double-check before acting.** Treat what Sidekick reads off the page as a starting point, not the final word. Confirm any clinical, financial, or operational decision against its real source.

---

## 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
- [What Sidekick can and cannot reference](https://www.tabflows.com/university/library/sidekick/what-sidekick-can-and-cannot-reference)
- [Sidekick or a magic button isn't showing up](https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up)
- [Use Mini Sidekick while you work on the page](https://www.tabflows.com/university/library/sidekick/use-mini-sidekick-while-you-work-on-the-page)
- [How to ask Sidekick in Team Chat](https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat)

## 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)
- [Get answers with patient context using sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick.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)
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- [DPC finder](https://www.tabflows.com/dpc-finder.md)

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