Work with interactive views in Sidekick

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Use a view

1. Ask Sidekick for the information or outcome you need.
2. When a view appears, use its controls to explore that returned result.
3. Verify patient, clinical, or financial details against the underlying source before acting.

Sidekick may show a preview while it builds the view. Wait for the completed view before relying on its controls or final presentation.

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What a view can do

A view may open a patient or Task only when that record was included in the data Sidekick fetched.

If the view prepares a message, Tabflows shows the text and waits for Send or Dismiss. The view cannot send it silently.

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Understand its limits

An interactive view does not add a new information source. It receives the data Sidekick provided for that answer, cannot silently reach unrelated records, and does not make unavailable information available.

Review the patient, source, dates, and details just as you would with a normal Sidekick answer.

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If the view fails

• If the card shows a script error, choose Ask Sidekick to fix.
• If the view tried to leave its protected frame, Tabflows closes it; ask Sidekick to build a simpler replacement.
• If a browser cannot run interactive views, ask Sidekick for the same result as text or a table.

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