Save and reuse prompts in Sidekick

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Use saved prompts for work your clinic repeats often, such as pre-visit summaries, post-visit follow-up, patient-context recaps, note cleanup, or internal handoffs.

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How do I create a saved prompt

Quick checks

• Make the prompt reusable.
• Remove details that apply to only one patient.
• Give it one clear job.
• State the output, tone, and format clearly.

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When to create a saved prompt

Create a saved prompt if you often ask Sidekick to do the same thing, such as:

• Write a patient follow-up message
• Summarize a visit note
• Create a checklist or task list
• Rewrite a message in your clinic's tone
• Use a specific format for a recurring workflow

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How to create a saved prompt

1. Open Sidekick in the sidebar
2. Go to More saved prompts, or Create a saved prompt if you have none yet, which opens a new prompt directly
3. Select New prompt
4. Add a clear title for the prompt
5. Write the instructions you want Sidekick to follow
6. Click Save prompt
7. Use it when you want Sidekick to follow those same instructions again

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What to include

A good saved prompt should be clear and reusable. Include what you want Sidekick to create, how it should sound, and any format you want it to follow.

Avoid adding details that only apply to one patient or one situation, unless you plan to update the prompt before using it again.

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Confirm it worked

The saved prompt appears in your prompt list and fills the Sidekick text box when selected.

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Start reusable work from a chat composer

In My chat or a Team channel, select Workflows to see Missions. If Clinic Workflows is enabled for your account, saved clinic workflows also appear. A workflow that needs no input starts with Sidekick immediately. A workflow that needs information adds a Sidekick starter line to the composer so you can complete and review it before sending.

Select Saved prompts to search your own saved prompts. Choosing one fills the composer with @Sidekick and the saved instructions. Add the current patient, date, file, Task, or other context, review the wording, then send it.

From the Saved prompts menu, you can create, edit, delete, search, and reorder prompts. Saved prompts belong to the signed-in teammate within that clinic; they are not a shared clinic prompt library.

When My chat is empty, it shows Mission shortcuts and the first saved prompts. Select More saved prompts to open the full list.

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Saved prompt or Clinic Workflow?

Use a saved prompt when you want reusable wording that a person reviews, edits, and sends in Sidekick.

Use a Clinic Workflow when your clinic needs Sidekick to run a prepared multi-step process, track progress in a Task, and return a result. Clinic Workflows appear only when they are enabled for your clinic and user account.

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When saved prompts help

Create a saved prompt when:

• Multiple team members need the same output format
• You want more consistent handoffs
• A workflow happens every day or every week
• Staff keep asking Sidekick the same kind of question
• You want newer team members to follow a clear process

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How to save a prompt

1. Open Sidekick in the sidebar or side tabs.
2. Under the SAVED PROMPTS section, click More saved prompts... If you have no saved prompts yet, click Create a saved prompt instead, which opens a new prompt directly.
3. Click New prompt.
4. Enter a clear Title that describes the prompt's outcome.
5. Write your prompt.
6. Click Save prompt.

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How to use a saved prompt

1. Open Sidekick.
2. Under the SAVED PROMPTS section, click the name of the saved prompt or click "More saved prompts..." to show the entire list of saved prompts
3. The prompt will then populate the text box
4. Review or edit the prompt, then click the blue ↑ button to send it to Sidekick.

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Good saved prompt examples

Pre-visit summary

Post-visit next steps

Internal handoff

Missing-context check

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Keep saved prompts focused

One saved prompt should do one job.

Do not create one giant prompt that tries to summarize, draft, assign, explain, and troubleshoot all at once. That turns useful automation into soup.

Instead, create separate prompts for separate workflows.

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Review and update prompts

Update saved prompts when:

• Your clinic changes a workflow
• The output is consistently too long or too short
• Staff keep editing the same section
• The prompt includes old language or old policies
• You add new practice information

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