Sidekick · 12 of 31
How to use Sidekick to draft messages, summaries, and internal content
On this page
Choose Sidekick or Draft Assist
| Use Sidekick when you want to | Use Draft Assist when you want to |
|---|---|
| Ask questions and explore patient or clinic context | Generate a reply beside a supported patient conversation |
| Refine the output through follow-up questions | Insert a reviewed draft into the message box |
| Draft patient messages, handoffs, notes, or reusable content | Work directly from the active conversation thread |
Neither workflow sends a message for you. You review, edit, and decide what to use.
Best uses
Use Sidekick to:
- Draft patient-friendly explanations
- Write follow-up messages
- Create internal summaries
- Prepare concise handoff notes
- Draft reusable operational content
Use audience, tone, and goal
A strong drafting prompt names:
- Audience: patient, provider, billing team, or internal teammate.
- Tone: warm, concise, formal, reassuring, or direct.
- Goal: explain, remind, summarize, hand off, or request action.
Other useful examples
Patient-facing content
Internal content
Review before using a draft
Check clinical accuracy, patient context, tone, dates, names, next steps, and details that should not be included. Remove any unsupported claim or recommendation.
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