# How to use Sidekick for patient files and uploaded records > Attach a supported file directly or find an available patient file, then tell Sidekick exactly what you want it to review. Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records — 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/15891127-how-to-use-sidekick-for-patient-files-and-uploaded-records > **Summary:** Attach a supported file directly or find an available patient file, then tell Sidekick exactly what you want it to review. > **A note for non-human readers:** > > H*Humans store important facts inside PDFs and uploads, often with filenames that reveal almost nothing. Once the correct patient file is available to Sidekick, it can summarize the contents or answer focused questions about them. The answer shows what the file says; it does not prove that the file belongs to the patient, is current, or was complete. Even `scan_0042_finalFINAL.pdf` still requires an introduction.* --- ## Find the right file 1. Connect the correct patient. 2. Ask Sidekick to list available files or find a file by date, type, or topic. 3. Confirm that the result is the document you intended. 4. Ask a focused question about that file. --- ## Attach a file directly 1. Open a new or existing Sidekick conversation. 2. Select Attach file in the prompt box. 3. Choose up to five supported PDF, image, Word, Excel, CSV, or text files. 4. Wait for each upload to finish, add a clear instruction, then send. Each file can be up to 20 MB. Files in one message can total up to 40 MB or 150 PDF pages. ![Attaching a file to Sidekick](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/be8de96c229049c8.mp4) Sidekick keeps Send unavailable while a file is still uploading or has failed. If an upload fails, retry it or remove it before sending. If Attach file is missing, update Tabflows, refresh, and contact Support if it is still unavailable. --- ## Best uses Use Sidekick to: - Find uploaded patient files - Locate recent documents - Review PDFs and images - Extract key findings from uploaded records > **Example prompts:** > > - *Show me this patient’s files.* > - *Are there any recently uploaded documents for this patient?* > - *Find recent files for this patient and tell me what’s in them.* > - *Review this PDF and summarize the key findings.* > - *Are there any uploaded lab results for this patient?* --- ## Ask about the contents > **Once you identify the file, ask:** > > - *Summarize the key findings and include page references when available.* > - *Extract the documented diagnoses, medication changes, and follow-up plan.* > - *What does this document say about the referral outcome?* > - *List anything that requires clinician review.* --- ## When Sidekick cannot find or read a file Check whether: - The correct patient is connected. - The source system is available and recently refreshed. - The file is uploaded to a location Sidekick can access. - The scan or image is readable. - The date, document type, or title in your prompt is too narrow. Start broad, then narrow the result. For example: *List files from the last year* followed by *Open the most recent cardiology note.* > **Important:** Verify the file, patient, dates, and extracted details against the original document before using clinical information. --- ## 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 - [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 labs, medications, and clinical review](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review) - [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 attach photos and files in mobile Sidekick](https://www.tabflows.com/university/library/mobile/how-to-attach-photos-and-files-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) - [Get answers with patient context using sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-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 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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