How to use Sidekick to triage the Elation work queue

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Before you start

• Use desktop Chrome with the Tabflows extension running.
• Sign in to Elation and open Practice Home.

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Choose the queue scope

Set Elation’s native View Queue For menu to Self, Everyone, All Physicians, All Staff, or a named person before starting. Sidekick reads that selection at launch. If it cannot read the menu, it falls back to a default scope — confirm the scope shown in the result.

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Review the queue

1. Select Triage queue on Elation Practice Home.
2. Review the category counts for the selected scope.
3. Ask Sidekick to open a category or summarize items needing attention.
4. Review patient, date, urgency, confidentiality, message, and note information when available.
5. Select a returned item link to open that exact queue card in Elation.

One read returns at most 200 queue items. A truncated result is incomplete.

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Queue categories

Counts come back for ten categories, in this order:

Urgent · Office Messages · Rx Requests · Reports · Reminders · Patient Letters · Provider Letters · Draft Notes · Draft Letters · Draft Orders

You can ask for any of them by name. Sidekick also sorts what it returns by intent — scheduling, refills and controlled substances, labs and diagnostics, clinically urgent, administration and insurance, and FYI — and puts clinically urgent work first.

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Try :

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What this action changes

Nothing. It does not complete, reassign, delete, or change a queue item.

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If the result is incomplete

• Confirm the View Queue For selection.
• Choose a narrower category or person.
• Sign in again if Elation asks.
• Treat partial or truncated results as incomplete.
• Open the queue directly in Elation before changing anything.

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