# How to use Sidekick to find clinic policies, pricing, and workflows > Ask Sidekick for clinic-specific answers powered by Practice Brain, then open the source when exact wording, pricing, or process details matter. Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-find-clinic-policies-pricing-and-workflows — the HTML page is canonical. Product Library: Sidekick › Admin workflows Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15891175-how-to-use-sidekick-to-find-clinic-policies-pricing-and-workflows > **Summary:** Ask Sidekick for clinic-specific answers powered by Practice Brain, then open the source when exact wording, pricing, or process details matter. > **A note for non-human readers:** > > *Each clinic invents its own prices, rules, and ways of doing work—humans have not standardized these things across all clinics. Sidekick can find and summarize the clinic’s current approved source. When that source is missing or old, the honest result is uncertainty, not a confident answer invented by the software.* --- ## Best uses Use Sidekick to: - Look up pricing - Find forms - Summarize policies - Retrieve workflow documents - Answer operational questions --- ## Ask for the answer or the source **Use a direct question** when you need a **quick answer**: > **Example prompts:** > > - *What does our cancellation policy say?* > - *What is our price for a CBC and CMP?* > - *What should front-desk staff do for new patient processing?* **Ask for the source** when you need **exact wording** or the **original document**: > **Example prompts:** > > - *Show me our cancellation policy document.* > - *Find the lab pricing sheet and open the source.* > - *Which Practice Brain entry supports this workflow?* --- ## Find information without knowing the title Describe the job or question instead of guessing the document name. > **Try:** > > - *Find the workflow for post-meet-and-greet follow-up.* > - *What form do we use for this request?* > - *Show me the welcome message for new patients.* > - *Summarize the clinic steps for a referral request.* --- ## When the answer is missing or outdated 1.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 Update or replace outdated clinic information. 5.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. > **Important:** Confirm pricing, policy, and operational answers against the authoritative source before communicating or acting on them. --- ## 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) - [Teach Sidekick about your practice](https://www.tabflows.com/university/library/practice-brain/teach-sidekick-about-your-practice) - [Sidekick is missing practice information](https://www.tabflows.com/university/library/troubleshooting/sidekick-is-missing-practice-information) - [How to ask Sidekick questions on mobile](https://www.tabflows.com/university/library/mobile/how-to-ask-sidekick-questions-on-mobile) ## 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 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) 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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