Sidekick is missing practice information

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Sidekick can only use practice information that has been added to your clinic’s available sources, such as the Practice Brain and other connected content.

Why this happens

If Sidekick misses practice information, the most common reasons are:

• The source was never added.
• The source is outdated.
• The question is too broad.
• Multiple sources conflict with each other.

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Quick checks

Before retrying, check the following:

• Confirm that the policy, service, price, form, or workflow has been added to an available source.
• Review whether the source is current.
• Ask a specific question instead of a broad one.
• Check for conflicting, duplicate, or outdated sources.

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How to improve the answer

If Sidekick is not using the expected practice information:

1. Find the source Sidekick should use.
2. Confirm that it contains the expected information.
3. Update or replace outdated material in your clinic’s Practice Brain.
4. Ask a shorter, more specific question.
5. Add the missing document or page if needed.
6. Review the new answer.

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Best practices

• Keep Practice Brain content up to date.
• Remove or replace outdated versions of documents when possible.
• Use clear document titles so the right source is easier to find.
• Ask targeted questions such as “What is our cancellation policy?” instead of broad prompts like “Tell me about our office policies.”

Example

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Confirm it worked

The new answer reflects the intended clinic source and does not combine outdated or conflicting guidance.

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