How to use Sidekick to find clinic policies, pricing, and workflows

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Best uses

Use Sidekick to:

• Look up pricing
• Find forms
• Summarize policies
• Retrieve workflow documents
• Answer operational questions

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Ask for the answer or the source

Use a direct question when you need a quick answer:

Ask for the source when you need exact wording or the original document:

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Find information without knowing the title

Describe the job or question instead of guessing the document name.

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When the answer is missing or outdated

1. Ask Sidekick which source it used.
2. Check whether the Practice Brain entry exists.
3. Confirm that the source is the latest version.
4. Update or replace outdated clinic information.
5. Ask the question again and compare the result.

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