Using Sidekick for non-patient work

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Open Sidekick for clinic work

This is best for general clinic questions and operational work.

1. Open the Tabflows side tab.
2. Open Sidekick without selecting a patient.
3. Ask about one clinic topic or work item.
4. Review the answer and request the source when the decision depends on exact wording.

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Common use cases

Use Sidekick to:

• Find membership or lab pricing.
• Locate policies, forms, handouts, and staff workflows.
• Summarize clinic procedures.
• List or search Tasks and comments.
• Create a dated reminder.
• Turn an operational note into a clear handoff.

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Prompt tips

Short prompts usually work best.

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Review and edit a task in Sidekick

Ask Sidekick to find a task and show its interactive task card. You can work with the task without leaving the conversation.

From the card, you can:

• Mark the task complete.
• Update its description.
• Change its tag, assignee, or connected system.
• Delete the task.

The card shows the same task information and controls used in the task list. A task created by Sidekick also appears with this card.

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Why is the answer incomplete?

The source may not be connected, added, synced, or specific enough. Ask Sidekick to show the source, add the missing context, or use a narrower question.

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Next: Understand what Sidekick can use

Learn what information Sidekick can reference—and when to verify the source.

What Sidekick can and cannot reference

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If desktop voice input is not working

1. Open Sidekick in Chrome.
2. Select the microphone control.
3. When Chrome asks, allow microphone access for Tabflows.
4. If access was blocked earlier, open the site controls beside the address bar, set Microphone to Allow, and reload Sidekick.
5. Close another app that may be using the microphone, then try again.

Review the transcript before sending, especially names, dates, medication terms, and numbers. If voice input remains unavailable, type the prompt so your work can continue, then contact Support.

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