# Sidekick

> Ask Sidekick about a patient, check its answer, and save a prompt you will reuse.

Markdown view of https://www.tabflows.com/university/tabflows-101/sidekick — the HTML page is canonical.

Tabflows 101, Module 4 · Admin track 6 min · Team track 5 min

Ask Sidekick about a patient, check its answer, and save a prompt you will reuse.

Sidekick is the AI assistant inside Tabflows. You ask in plain language, and it summarizes, finds, drafts or creates the work. It answers from the context you give it, so the first habit is to connect the right patient before a chart question, and to leave the patient out for a clinic question.

Most prompts need one sentence: an action, the context and the output you want. Every answer is a draft for your review. Sidekick supports your work; it does not replace clinical judgment. To run a request later, schedule it from My chat if your account has it (Module 3).

## Topics

### Open Sidekick for a patient or the clinic

For a patient, open Sidekick from their chart so the right person is in context. For policies, pricing or Tasks, open it without a patient.

1. In a connected system, click the **Sidekick** button beside the patient's name.
2. Or open **Sidekick** from the Tabflows side tab and search for the patient.
3. Check the patient name, and hover over the icons under **Patient records** to see when each was last updated.

Tip: Recheck the patient after you change tabs or open another chart.

- [Using Sidekick to work on patient profiles](https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles)
  Markdown: https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles.md
- [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions)
  Markdown: https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions.md
- [Using Sidekick for non-patient work](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work)
  Markdown: https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work.md

### Ask one clear question

Short prompts work best: one sentence is usually enough. Say what to do, about what, and in what form.

1. Name the action: summarize, find, compare, draft or create.
2. Name the context: this patient, our pricing, my open Tasks, or the attached file.
3. Name the output: five bullets, patient-friendly language, or a short handoff.
4. If the answer is too broad, follow up, for example "Focus only on the last six months."

- [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions)
  Markdown: https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions.md
- [Using Sidekick to work on patient profiles](https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles)
  Markdown: https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles.md

### Check the answer before you use it

Sidekick can only use what's connected, uploaded or in your conversation, and it doesn't replace your judgment. A person reviews every draft before it's sent or charted.

1. Confirm the patient, and that the sources are recent enough.
2. Ask "Which sources did you use?" or "What information is missing?"
3. Check names, dates, medications, doses and numbers against the source before you copy, send or chart anything.

- [What Sidekick can and cannot reference](https://www.tabflows.com/university/library/sidekick/what-sidekick-can-and-cannot-reference)
  Markdown: https://www.tabflows.com/university/library/sidekick/what-sidekick-can-and-cannot-reference.md
- [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions)
  Markdown: https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions.md
- [Get answers with patient context using Sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick)
  Markdown: https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick.md

### Give Sidekick a file to read

Attach up to five PDF, image, Word, Excel, CSV or text files, each up to 20 MB, and say exactly what Sidekick should look for.

1. Select **Attach file** in the prompt box and choose your files.
2. Wait for each upload to finish, add a clear instruction, and send.

Tip: Check extracted details against the original document before using them.

- [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)
  Markdown: https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records.md

### Save a prompt you'll reuse

A saved prompt fills the message box with wording you use often, so you only add today's details. Saved prompts are yours, not a shared clinic library.

1. Open **Sidekick**. For your first one, select **New chat**, then **Create a saved prompt**. Once you have saved prompts, click **More saved prompts...** under **SAVED PROMPTS**, then **New prompt**.
2. Enter a clear **Title**, write the request in **Prompt**, and click **Save prompt**.
3. Next time, click the prompt's name, edit it for today, and click the blue **↑** button.

Tip: Give each saved prompt one job.

- [Save and reuse prompts in Sidekick](https://www.tabflows.com/university/library/sidekick/save-and-reuse-prompts-in-sidekick)
  Markdown: https://www.tabflows.com/university/library/sidekick/save-and-reuse-prompts-in-sidekick.md
- [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts)
  Markdown: https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts.md

### Know what Sidekick sees on your screen

On desktop Chrome, **Screen awareness** lets Sidekick use the page you're on when you start a new chat. It reads the page; it doesn't click or change anything.

1. Before starting a new chat, close or switch away from anything you don't want included, especially another patient's chart.
2. To turn it off, open **Profile → Account → Sidekick** and switch off **Screen awareness**.

- [How to control Sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness)
  Markdown: https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness.md

## Read
- [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions)
  Markdown: https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions.md
- [Using Sidekick to work on patient profiles](https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles)
  Markdown: https://www.tabflows.com/university/library/sidekick/using-sidekick-to-work-on-patient-profiles.md
- [Save and reuse prompts in Sidekick](https://www.tabflows.com/university/library/sidekick/save-and-reuse-prompts-in-sidekick)
  Markdown: https://www.tabflows.com/university/library/sidekick/save-and-reuse-prompts-in-sidekick.md
- [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts)
  Markdown: https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts.md

## Do it in Tabflows

Ask Sidekick one patient question, then save a prompt you repeat.

1. Open a patient you'll see this week and select **Sidekick** beside their name, or choose them in Sidekick's **Select a patient**.
2. Check the patient's name, then ask: "Pre-chart this patient for tomorrow's visit."
3. Compare the answer with the chart, then ask a follow-up such as "Focus only on the last six months."
4. Select **New chat**, then **Create a saved prompt**. Once you have saved prompts, it's **More saved prompts...**, then **New prompt**.
5. Give it a clear **Title**, write a request you make often in **Prompt**, and select **Save prompt**.

## Related markdown

Alongside this page:

- [Automations](https://www.tabflows.com/university/tabflows-101/automations.md)
- [Magic buttons](https://www.tabflows.com/university/tabflows-101/magic-buttons.md)
- [Mobile](https://www.tabflows.com/university/tabflows-101/mobile.md)
- [Practice brain](https://www.tabflows.com/university/tabflows-101/practice-brain.md)
- [Security basics](https://www.tabflows.com/university/tabflows-101/security-basics.md)
- [Set up your clinic](https://www.tabflows.com/university/tabflows-101/set-up-your-clinic.md)
- [Tasks](https://www.tabflows.com/university/tabflows-101/tasks.md)
- [Team chat](https://www.tabflows.com/university/tabflows-101/team-chat.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.