# Meet Sidekick and ask your first questions > Sidekick is your conversational workspace for patient and clinic work. Start with one question, review the answer, then ask a follow-up when you need a different level of detail or format. Markdown view of https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions — the HTML page is canonical. Product Library: Sidekick › Meet Sidekick Part of Tabflows 101, Module 4: Sidekick (https://www.tabflows.com/university/tabflows-101/sidekick) Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15825766-meet-sidekick-and-ask-your-first-questions > **Summary : Sidekick** is your conversational workspace for patient and clinic work. Start with one question, review the answer, then ask a follow-up when you need a different level of detail or format. > **A note for non-human readers:** > > *Humans have questions. Software has menus. Nobody has time to click through 47 of them just to get an answer. Enter Sidekick, Tabflows’ conversation space for patient and clinic work. Ask it to summarize, find, compare, draft, create, or launch an available workflow—sometimes one sentence is all it takes. Need a different format or more detail? Just ask a follow-up. But first, make sure Sidekick has the right patient or clinic context to work with. Sidekick can be clever, but it isn’t a mind reader. If the context is missing, a confident guess is still just a guess wearing a fancy hat.* --- ## 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](https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles) 👉 [Using Sidekick for non-patient work](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work) 👉 [What Sidekick can and cannot reference](https://www.tabflows.com/university/library/sidekick/what-sidekick-can-and-cannot-reference) 👉 [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) 👉 [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) 👉 [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) 👉 [How to use Sidekick to draft messages, summaries, and internal content](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-messages-summaries-and-internal-content) 👉 [How to use Sidekick to find Tasks and create follow-up reminders](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-find-tasks-and-create-follow-up-reminders) 👉 [How to use Sidekick to find clinic policies, pricing, and workflows](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-find-clinic-policies-pricing-and-workflows) 👉 [Use Mini Sidekick while you work on the page](https://www.tabflows.com/university/library/sidekick/use-mini-sidekick-while-you-work-on-the-page) 👉 [Create and run Clinic Workflows with Sidekick](https://www.tabflows.com/university/library/sidekick/create-and-run-clinic-workflows-with-sidekick) --- ### Connected-system workflows #### Review patient context 👉 [Look up patient data in Guava](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-look-up-patient-data-in-guava) 👉 [Review Hint Clinical information](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-review-hint-clinical-information) ##### Review schedules 👉 [Review an Athena schedule](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-review-an-athena-schedule) 👉 [Review a Cerbo calendar](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-review-a-cerbo-calendar) 👉 [Manage Elation calendar events](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-manage-elation-calendar-events) ##### Work with faxes and queues 👉 [Triage unfiled faxes in Elation](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-elation) 👉 [Triage the Elation work queue](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-the-elation-work-queue) 👉 [Triage unfiled faxes in Cerbo](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-cerbo) ##### Prepare documents 👉 [Draft key results from a Cerbo document](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-draft-key-results-button-on-a-cerbo-document) ##### Review billing and orders 👉 [Review Vista Pay orders](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-review-vista-pay-orders) ##### Communications and notes 👉 [How to use Sidekick to place a phone call](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-place-a-phone-call) 👉 [How to use Sidekick to draft and paste a Spruce message](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message) 👉 [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) These guides describe specific supported workflows. They do not grant broader read or write access to the connected system. --- ### Explore the Magic Buttons covered here 👉 [What magic buttons are and why they appear beside your work](https://www.tabflows.com/university/library/magic-buttons/what-magic-buttons-are-and-why-they-appear-beside-your-work) 👉 [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch) 👉 [How to prepare for a visit with AI Patient Summary](https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary) 👉 [How do I use Referral Assist to draft a referral letter](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter) 👉 [How do I use the Schedule button to handle a scheduling request](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-schedule-button-to-handle-a-scheduling-request) --- ## 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](https://www.tabflows.com/university/library/sidekick/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](https://www.tabflows.com/university/library/sidekick/use-sidekick-to-work-in-your-browser) for controls, limits, and recovery steps. --- ## 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](https://www.tabflows.com/university/library/sidekick/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. > **Good to know:** The available options depend on your role, clinic setup, connected information, and permission to update clinic knowledge. --- ## How Sidekick works Ask yourself: ***Am I working on a specific patient?*** | If yes | If no | | --- | --- | | Connect the patient before asking chart-specific questions | Open Sidekick without a patient for policies, pricing, workflows, Tasks, or general clinic questions | | Confirm the patient name and available sources | Name the clinic topic or workflow you want to find | | Review clinical details before using the answer | Check the source and confirm that the information is still current | --- ## 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. --- ## What makes a good prompt You do not need to write long prompts. Most prompts only need three parts: | Part | Example | | --- | --- | | **Action** | Summarize, find, compare, draft, or create | | **Context** | This patient, our pricing, my open Tasks, or the attached file | | **Output** | Five bullets, patient-friendly language, a dated reminder, or a concise handoff | > **Examples:** > > - *Summarize this patient’s chart.* > - *Pre-chart this patient for tomorrow.* > - *What’s our price for CBC?* > - *Find our cancellation policy.* --- ## Best prompt length ྀི For most tasks, one sentence is enough. If needed, you can add a little detail about the format you want. > **Examples:** > > - *Give me a concise visit prep note for this patient.* > - *Draft a patient-friendly message explaining these results.* --- ## 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: > Read 👉 [Teach Sidekick about your practice](https://www.tabflows.com/university/library/practice-brain/teach-sidekick-about-your-practice) --- ## 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. > **Important:** Sidekick supports your work. It does not replace clinical judgment, source verification, or your final review. --- ## 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. --- ## 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](https://www.tabflows.com/university/library/practice-brain/teach-sidekick-about-your-practice) --- ## Get support 💬 Need help or have a question? 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 - [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts) - [Getting Started with Tabflows](https://www.tabflows.com/university/courses/tabflows-101) - [What Tabflows does (and what it doesn’t replace)](https://www.tabflows.com/how-it-works) - [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) - [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. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.