# How to use Sidekick to triage unfiled faxes in Cerbo > Ask Sidekick to scan Cerbo’s Received Faxes (Unfiled) queue, separate ready items from faxes that need human review, and prepare supported filing actions. Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-cerbo — 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/16965470-how-to-use-sidekick-to-triage-unfiled-faxes-in-cerbo > **Summary:** Ask **Sidekick** to scan Cerbo’s Received Faxes (Unfiled) queue, separate ready items from faxes that need human review, and prepare supported filing actions. > **A note for non-human readers:** > > *Clinics still receive faxes, paper’s surprisingly persistent electronic cousin. Sidekick can scan Cerbo’s unfiled queue without changing it, separate likely-ready items from uncertain ones, and prepare a filing for human review. Only Cerbo’s confirmed result proves that a fax was filed; partial or unconfirmed results remain unresolved because a duplicate is not a victory lap.* --- ## Before you start Use desktop Chrome with the latest Tabflows extension. Sign in to Cerbo and open Received Faxes (Unfiled). --- ## Scan the queue Ask Sidekick to scan the Cerbo unfiled fax queue. The scan does not file or delete anything. Sidekick returns a triage report grouped into: - Ready to process — the available details support a filing proposal. - Needs manual review — something is missing, uncertain, or requires a person to decide. --- ## Review a fax Before filing, review the proposed: - patient and date of birth, - provider, - document name and type, - document date and destination, - page count and any detected cover pages, - possible duplicate, - and expected filing result. Practice Awareness may help suggest a document type, destination, or reviewer. It does not replace checking the fax and patient yourself. --- ## File one ready fax 1. Open a ready fax card. 2. Confirm the patient and destination. 3. Correct the reviewer if it is wrong; the card cannot change any other field. 4. Select Process only when the card is accurate. 5. Review the final result in Sidekick and Cerbo. Sidekick checks the fax again before filing. A fax is reported as filed only after Cerbo no longer offers it for filing. --- ## Process several ready faxes Select Process all to work through several ready faxes as a reviewed batch. Faxes marked as possible duplicates or Needs manual review are excluded. Review every included card and the approval summary before continuing. --- ## Cover pages When leading cover pages are followed by content pages, Sidekick may separate the cover pages and file only the content. The separated cover pages remain in Cerbo unless you explicitly select the delete option. A fax made entirely of cover pages is treated as the whole fax. --- ## If a result is uncertain If the result says failed, already filed, partial, or unconfirmed, inspect the fax in Cerbo before retrying. Do not retry an uncertain filing blindly. Repeating a write that already succeeded can create a duplicate. --- ## If the workflow is missing Make sure you are using the latest version of Tabflows, sign in to Cerbo, and reopen Received Faxes (Unfiled). If the workflow still does not appear, contact Tabflows Support. --- ## Get support 💬 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 - [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions) - [How to use Sidekick to triage unfiled faxes in Elation](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-elation) - [How to use Sidekick to review a Cerbo calendar](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-review-a-cerbo-calendar) - [Using Cerbo with Tabflows](https://www.tabflows.com/university/library/integrations/using-cerbo-with-tabflows) - [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows) ## 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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