# How to use Sidekick for patient summaries and visit prep > Turn available patient history into a focused visit-prep view, then verify the patient, sources, dates, and follow-up items before using it. Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-summaries-and-visit-prep — 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/15826119-how-to-use-sidekick-for-patient-summaries-and-visit-prep > **Summary:** Turn available patient history into a focused visit-prep view, then verify the patient, sources, dates, and follow-up items before using it. > **A note for non-human readers:** > > *Before meeting a patient, clinicians often need the useful parts of a long record without rereading every page. Sidekick can assemble an editable visit-prep summary from the patient sources currently available, highlighting key history, medicines, results, and missing follow-up. The summary compresses the record; it does not become the record or make clinical decisions. Humans invented visit prep because memory prefers a fighting chance.* --- ## 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. > **Example:** > > *Create a concise visit-prep summary for tomorrow. Include recent concerns, medication changes, relevant labs, overdue health maintenance, unresolved follow-up, and five questions to confirm.* --- ## 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. > **Worked example** > > **Start with:** > > - *What happened at this patient’s last three visits?* > > **Then refine:** > > - *Only include changes since the last visit.* > - *Separate confirmed facts from items that need verification.* > - *Show the date and source for each medication change.* > - *Turn the follow-up items into a short checklist.* --- ## 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. > **Important:** A visit-prep summary is a working aid, not a replacement for reviewing the chart or confirming clinical facts. --- ## 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](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review) --- ## 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 for non-patient work](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work) - [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts) - [Using Sidekick to work on patient profiles](https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles) - [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) - [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 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 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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