Library: Popular Sidekick prompts

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Use the library in three steps

1. Choose the job you want Sidekick to perform.
2. Confirm the patient, system, file, Task, or Practice Brain context is available.
3. Copy the prompt, replace bracketed details, run it, and review the result.

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Patient care prompts

Pre-visit summary:

• Context needed: the correct patient and fresh patient sources.
• Expected output: a source-aware briefing that a clinician reviews against the chart.

Instant patient's Elation chart prompt

Instant OpenEvidence prompt

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Patient-friendly results message

• Context needed: confirmed results and the documented next step.
• Expected output: an editable draft, not a message ready to send without review.

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Ask why about a patient's history:

• Context needed: the correct patient and relevant time period.
• Expected output: a concise evidence trail.

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Clinic operations prompts

Try these prompts after uploading practice documents to Practice Brain!

Lab price quotes

• Context needed: an up-to-date pricing source in Practice Brain.
• Expected output: an itemized quote that staff verifies against the pricing source.

Policy or workflow lookup

• Context needed: the clinic policy, pricing, or workflow in Practice Brain.
• Expected output: an answer staff confirm against its Practice Brain source.

Letter or form draft

• Context needed: the clinic template and confirmed patient facts.
• Expected output: a draft ready for human completion and approval.

Superbill drafts

• Context needed: the clinic’s superbill template, confirmed patient and provider details, documented care, and approved charges.
• Expected output: an itemized superbill draft for staff verification, completion, and approval.

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Cross-system review prompts

Try these prompts after linking a patient's profiles across Elation, Spruce, and/or Hint!

Unclear patient ask: From Spruce with Elation & Hint linked

• Context needed: the recent Spruce conversation and confirmed patient context from linked Elation and Hint records.
• Expected output: a concise interpretation with supporting evidence, clearly labeled uncertainty, and a suggested clarification for staff review before responding.

Documentation check

• Context needed: connected patient systems and relevant Tabflows Tasks.
• Expected output: a source-bounded activity summary.

Cross-system audit: Hint, Elation, and Spruce billing reconciliation

• Context needed: linked Hint invoices, Elation records, Spruce messages, and current clinic billing rules.
• Expected output: a source-linked reconciliation showing care events, invoice status, discrepancies, required confirmation, and prioritized staff actions.

Patient utilization of the practice

• Context needed: the patient’s last 30 days of Spruce messages, Elation records, Hint activity, Tabflows Tasks, and approved effort assumptions.
• Expected output: a concise utilization summary with activity counts, care breakdown, estimated effort range, workload risks, tactical next steps, and data gaps for staff review.

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Task and reminder prompts

Try these prompts to make sure no Tasks fall through the cracks!

Lab charges

• Context needed: the patient’s most recent lab order and current clinic pricing source in Practice Brain.
• Expected output: one actionable task with itemized charges, verified total, source, ownership, due date, and any missing-data flags for staff review.

Follow-up reminders

• Context needed: the patient when relevant, an owner, and a due date.
• Expected output: a Task whose patient, owner, due date, and description are checked before use.

Try uploading workflows into Practice Brain and using the prompts below to manage entire workflows in an instant!

Baseline Workflow Check

• Context needed: the patient and an up-to-date baseline workflow in Practice Brain.
• Expected output: a review list requiring staff confirmation.

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Prior authorization appeal letter

• Context needed: confirmed diagnosis, medication, prior treatments, relevant results, insurer details, and clinic letter format.
• Expected output: a clinician-reviewed draft that is checked against the chart and insurer requirements.

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