Sidekick · 5 of 31
What Sidekick can and cannot reference
On this page
Sources Sidekick may use
Availability depends on your clinic setup and the context of the question.
| Sidekick may use | Sidekick cannot infer |
|---|---|
| Patient data from supported, linked systems | Information in a system that is not connected or available |
| The patient's available notes, records, and files | A file that was never uploaded or cannot be read |
| Practice Brain entries, links, and clinic documents | A policy change that was not added or updated |
| Relevant Tabflows Tasks and comments | A recent event that has not synced yet |
| Text or files you provide in the conversation | Details you did not provide and no source contains |
| Your saved preferences for drafting style | The intended patient when the wrong context is open |
| The active desktop page, when Screen awareness is on. 👉 How to control Sidekick screen awareness | A page you don't have open, or the active page after you turn Screen awareness off |
| Hint Clinical summary, notes, and patient messages for the linked patient | Hint Clinical data that has not loaded, or a record for a different patient |
When Sidekick can change something
Sidekick can prepare information without changing the source. A connected-system change happens only through a named action whose review or approval step says what will be saved, sent, filed, charged, or changed. Review the patient, destination, details, and result. An approval card is permission for that attempt; an Unconfirmed result means check the source system before retrying.
Check an answer before relying on it
Ask:
- Is the correct patient connected?
- Are the expected source systems visible and fresh?
- Did Sidekick use the document or record you expected?
- Is the answer supported by source details?
- Does a person need to confirm a clinical, financial, or policy decision?
You can ask: Which sources did you use?, Show the document that supports this, or What information is missing?
When an answer is incomplete
- Check whether the right patient context is linked.
- Add the missing context to your question.
- Confirm whether the needed practice information has been added.
- Ask a narrower follow-up question.
- Contact Tabflows if the source should be available but is missing.
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