Sidekick

Overview

Sidekick is Notable’s AI co-pilot for staff—a human-in-the-loop assistant that lives where work happens (EHR, payer portals, document systems) and does the prep work so teams can review and approve instead of starting from scratch.

It is especially powerful for complex, high-judgment workflows like prior auths, appeals, chart review, and call QA.

What Sidekick Does

• Aggregates and summarizes data
  Pulls relevant information from charts, documents, and transcripts; then presents concise, structured views tailored to the task at hand.
• Drafts documentation and responses
  Prepares clinical packets, payer responses, and notes, with document-level citations so staff can validate sources quickly.
• Embeds into existing tools
  Appears directly in payer portals, EHR workflows, and call-review tools, so staff don’t have to context-switch to benefit from AI.

Why Sidekick Matters

• 3x productivity gains – For prior auths, Sidekick can reduce submission time from 20–30 minutes to ~7 minutes, while preserving human oversight.
• Better accuracy & audit readiness – Cited sources and structured outputs improve documentation quality and make audits easier.
• Safer path to automation – Lets organizations move from assistive to touchless modes over time, with a clear safety net.

Example Workflows

• Prior Authorization Support – Sidekick compiles clinical evidence, answers payer questions, and assembles packet uploads, with staff making the final submission.
• Call Transcript Summarization & QA – Reviews Voice AI calls, summarizes key points, and proposes quality scores for human review.
• Chart Prep for Value-Based Care – Highlights suspected HCCs, open gaps, and recent utilization so providers walk into visits with a curated, AI-prepared view.

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