Using Sidekick to work on patient profiles

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Once a patient is connected, Sidekick can help with chart summaries, visit prep, lab review, medication review, file review, and follow-up planning.

How to Connect a Patient

Option 1: Connect a patient from the side tab

1. Open the Tabflows side tab.
2. Open Sidekick.
3. Search for the patient.
4. Select the correct patient.
5. Start asking your question.

Option 2: Use the Sidekick button in the patient chart

1. Open the patient in the connected system.
2. Click the Sidekick button beside the patient’s name.
3. Sidekick will open with that patient already in context.
4. Ask your question.

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Check the context before continuing

Confirm:

• The patient name matches the chart you intended to use.
• The expected connected systems appear beside the patient’s name in the patient search.
• The data in the connected systems is recent enough for the question.

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Ask a patient-specific question

If the first answer is too broad, follow with: Focus only on the last six months or Show the source for each item.

Tips

• Make sure the correct patient is connected before asking chart-specific questions.
• Keep prompts short and direct.
• If needed, ask a follow-up question to narrow the result.

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Next: Handle clinic work without a patient

See how Sidekick helps with policies, pricing, workflows, Tasks, and other questions that aren’t tied to a patient chart.

Using Sidekick for non-patient work

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