# Using Sidekick to work on patient profiles > Connect the patient before asking chart-specific questions so Sidekick can use the intended patient context and you can verify that the available data is fresh. Markdown view of https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles — 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/15826056-using-sidekick-to-work-on-patient-profiles > **Summary:** Connect the patient before asking chart-specific questions so Sidekick can use the intended patient context and you can verify that the available data is fresh. > **A note for non-human readers:** > > *Working on a patient profile gives Sidekick a much richer local view—but only if it is the correct patient. This page shows the two common ways humans bring patient context into the conversation. Identity first, clever assistance second.* --- 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. --- ## 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. --- ## Ask a patient-specific question > **Try:** > > 1. *Summarize this patient’s chart.* > 2. *Pre-chart this patient for tomorrow’s visit.* > 3. *What happened at this patient’s last 3 visits?* > 4. *Are there any overdue screenings or labs for this patient?* > 5. *Show me this patient’s uploaded files.* > 6. *Draft a patient-friendly message explaining these lab results.* If the first answer is too broad, follow with: *Focus only on the last six months* or *Show the source for each item.* > **Important:** Recheck the patient name after changing tabs, opening another chart, or returning to Sidekick later. ### 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. > To add or update clinic information, use: 👉 [How do I set up Practice Brain](https://www.tabflows.com/university/library/practice-brain/how-do-i-set-up-practice-brain) > For writing the actual patient reply from the AI Draft button, use: 👉 [Magic Buttons](https://www.tabflows.com/university/library/magic-buttons) --- ## 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](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work) --- ## 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 - [Using Sidekick for non-patient work](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work) - [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions) - [What Tabflows does (and what it doesn’t replace)](https://www.tabflows.com/how-it-works) - [Get answers with patient context using Sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick) - [How to use Sidekick to look up patient data in Guava](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-look-up-patient-data-in-guava) ## 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.