How to use Sidekick for patient summaries and visit prep

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Build a useful visit-prep summary

1. Connect the correct patient.
2. Confirm the expected patient sources are available and fresh.
3. Ask for the time period and output format you need.
4. Review the summary against the chart.
5. Ask a follow-up for missing detail or a shorter format.

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Choose the format that fits the visit

Ask for:

• A one-screen briefing.
• A chronological recap of the last three visits.
• A problem-oriented summary.
• A SOAP-lite preview.
• A list of unresolved follow-up items.
• A checklist of questions to confirm during the visit.

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Review before the visit

Confirm:

• The patient and date range are correct.
• Medication and lab details match the source records.
• Important events are not missing because a system was stale or unavailable.
• Suggested questions are clinically appropriate.
• The summary does not overstate an uncertain inference.

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Next: Review labs and medications with Sidekick

Learn how to review labs, medications, and other clinical information while checking dates and sources.

How to use Sidekick for labs, medications, and clinical review

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