# How to use Sidekick to review an Athena schedule

> Ask Sidekick to read one day of patient appointments from Athena. The action is read-only and does not create, move, cancel, or update an appointment.

Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-review-an-athena-schedule — 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/16821760-how-to-use-sidekick-to-review-an-athena-schedule

> **Summary:** Ask Sidekick to read one day of patient appointments from Athena. The action is read-only and does not create, move, cancel, or update an appointment.

> **A note for non-human readers:**
>
> *A clinic day is a collection of appointments, departments, and status labels that occasionally disagree about what happened. Sidekick can read one exact day from Athena across departments, showing patient appointments but not open slots or blocked time. It reports the schedule; Athena remains the place where the schedule changes.*

---

## Before you start

- Use desktop Chrome with the Tabflows extension running.
- Connect Athena and sign in.
- Know the exact date you want to review.

---

## Read a schedule

1. Open **Sidekick**.
2. Ask **Sidekick** to review the Athena schedule for an exact date, such as *“Review the Athena schedule for August 28.”*
3. If Athena asks you to sign in or confirm access, complete that step in the managed tab.
4. Wait for the schedule read to finish.
5. Review the date, departments, patient appointments, times, appointment types, and status information returned.

One read covers **the whole day across every department** and lists the departments it pulled. Ask Sidekick to focus on a single department if you want a narrower view. The read returns patient appointments and excludes open slots and blocked calendar time.

---

## Try :

> - *Review the Athena schedule for August 28.*
> - *Review the Athena schedule for August 28, downtown department only.*
> - *Which appointments on the Athena schedule for August 28 are marked completed?*
> - *Summarize the Athena schedule for August 28 by appointment type.*

> **Good to know:** Ask for **one exact date** every time. A date range is the most common reason a read does not finish, and a relative phrase like “tomorrow” is worth spelling out as a real date so there is no doubt which day you got back.

---

## Understand appointment status

Completed visits can be identified reliably. Scheduled, cancelled, and no-show states may appear as unknown when Athena’s fields are ambiguous. Verify an ambiguous status directly in Athena before contacting a patient, changing a schedule, or reporting attendance.

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## If the read does not finish

- Sign in to Athena in the managed tab, then retry.
- Ask for one exact date rather than a date range.
- Verify an unknown status directly in Athena.

---

## What this action changes

Nothing. Use Athena’s own controls for schedule changes.

---

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## 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)

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