Meet Sidekick and ask your first questions

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Explore Sidekick and Magic Buttons

Sidekick helps you ask for what you need in plain language. Magic Buttons appear beside supported work when Tabflows recognizes a useful shortcut. Use the guides below to learn the workflow that matches what you want to do.

Explore the Sidekick topics covered here

👉 Using Sidekick to work on patient profiles

👉 Using Sidekick for non-patient work

👉 What Sidekick can and cannot reference

👉 How to use Sidekick for patient summaries and visit prep

👉 How to use Sidekick for labs, medications, and clinical review

👉 How to use Sidekick for patient files and uploaded records

👉 How to use Sidekick to draft messages, summaries, and internal content

👉 How to use Sidekick to find Tasks and create follow-up reminders

👉 How to use Sidekick to find clinic policies, pricing, and workflows

👉 Use Mini Sidekick while you work on the page

👉 Create and run Clinic Workflows with Sidekick

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Connected-system workflows

Review patient context

👉 Look up patient data in Guava

👉 Review Hint Clinical information

Review schedules

👉 Review an Athena schedule

👉 Review a Cerbo calendar

👉 Manage Elation calendar events

Work with faxes and queues

👉 Triage unfiled faxes in Elation

👉 Triage the Elation work queue

👉 Triage unfiled faxes in Cerbo

Prepare documents

👉 Draft key results from a Cerbo document

Review billing and orders

👉 Review Vista Pay orders

Communications and notes

👉 How to use Sidekick to place a phone call
👉 How to use Sidekick to draft and paste a Spruce message
👉 How to use Sidekick to create an Elation non-visit note

These guides describe specific supported workflows. They do not grant broader read or write access to the connected system.

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Explore the Magic Buttons covered here

👉 What magic buttons are and why they appear beside your work

👉 Draft a patient reply without starting from scratch

👉 How to prepare for a visit with AI Patient Summary

👉 How do I use Referral Assist to draft a referral letter

👉 How do I use the Schedule button to handle a scheduling request

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What Sidekick can help you do

Use Sidekick to:

• Summarize patient charts and recent history.
• Prepare for visits and identify follow-up items.
• Review labs, medications, files, and uploaded records.
• Draft patient messages, internal notes, and handoffs.
• Find clinic policies, pricing, forms, and workflows.
• Search Tasks and comments or create a reminder.

Sidekick works best when you give it the right context and one clear job at a time.

Sidekick may answer with an interactive view when information is easier to explore than to read as a long message. A view organizes the current result without adding a new source. Read 👉 Work with interactive views in Sidekick for its controls, limits, and recovery steps.

When Browser use is enabled for the current human on desktop Chrome, Sidekick can also work through the live tab while a job card shows progress and a Stop control. Review both the source context and final result. Read 👉 Use Sidekick to work in your browser for controls, limits, and recovery steps.

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Start a Clinic Workflow or Mission

The guided option you see depends on your clinic and user access.

If you see Workflows

Clinic Workflows are reusable multi-step processes shared with eligible people in your clinic. Point to or focus a workflow, choose Run, and follow its progress in Sidekick and the Task it creates.

Read 👉 Create and run Clinic Workflows with Sidekick

If you see Missions

Missions are guided Sidekick conversations. Current choices may include:

• Learn about how I work.
• Make sure no patients have care gaps.
• Find missed revenue opportunities.
• Make Sidekick practice aware.

Select a Mission to send its starting prompt. Then follow Sidekick one step at a time.

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How Sidekick works

Ask yourself: Am I working on a specific patient?

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Where to open Sidekick

You can usually open Sidekick in one of three ways:

• from the Tabflows side tab
• from the Sidekick button beside a patient’s name in the connected system
• from Mini in the Tabflows rail while you work on a supported desktop page.

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What makes a good prompt

You do not need to write long prompts. Most prompts only need three parts:

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Best prompt length ྀི

For most tasks, one sentence is enough. If needed, you can add a little detail about the format you want.

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You can use Sidekick right away

You do not need to set up practice information before asking your first question.

Open Sidekick, ask what you need, and review the answer before using it. If your question is patient-specific, make sure you are working with the right patient context first.

If you want Sidekick to answer with your clinic’s own policies, pricing, documents, services, or workflows, you can add that later:

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What to review before using the answer

Before you copy, send, or chart anything, check:

• Is the patient context correct?
• Is anything missing?
• Is the answer too confident?
• Does this need clinical review?
• Does the wording match your clinic’s tone?
• Does the next step make sense?

If the answer is incomplete, ask a follow-up question. You can tell Sidekick what to change, what to focus on, or what format you want.

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When a report needs one more answer

A Sidekick report may ask one follow-up question instead of returning the final answer. Reply in the same Sidekick thread. Your reply continues the same report conversation and keeps the next result attached to the same Task.

If the report's answer needs correction, explain what should change in that same thread. Do not start a separate chat, because the new chat will not carry the report thread's context.

If Sidekick says the question cannot be shown or that a Tabflows admin will follow up, do not guess or supply unrelated patient details. Follow the displayed recovery instruction.

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Next: Set up Practice Brain

Add your clinic’s policies, pricing, services, and workflows so Sidekick can answer with the right practice context.

Teach Sidekick about your practice

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