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The Action Island

The Action Island is a floating interface that appears at the top of your screen when using Cleo. It provides quick access to patient information, clinical actions, and powerful features—all without leaving your current page.

What Is the Action Island?

Section titled “What Is the Action Island?”

The Action Island is a small, pill-shaped control panel that floats at the top-center of your screen (similar to Apple’s Dynamic Island). It serves as your command center for:

  • Viewing patient context at a glance
  • Executing clinical actions
  • Monitoring background tasks
  • Accessing Cleo features

Patient Context

Section titled “Patient Context”

When you open a patient’s chart, the Action Island automatically displays the patient’s information.

What You’ll See

Section titled “What You’ll See”
  • Patient name (click to see more details)
  • Age and sex (e.g., “67M” or “45F”)
  • Status indicator showing Cleo is active

Patient Details Flyout

Section titled “Patient Details Flyout”

Click the patient badge to open a detailed flyout showing:

SectionInformation
AllergiesDrug allergies with severity indicators
ConditionsActive diagnoses and problems
MedicationsCurrent medications with dosages
VitalsRecent BP, heart rate, temperature, SpO2
LabsKey results like A1c, glucose, creatinine

This gives you a quick clinical summary without navigating away from your current page.

No Patient Selected

Section titled “No Patient Selected”

When you’re not viewing a patient chart, the Action Island shows “Cleo ready” with a checkmark, indicating it’s active and waiting.

Action Chips

Section titled “Action Chips”

When Cleo identifies something that needs your attention, it appears as an action chip in the Action Island.

What Action Chips Look Like

Section titled “What Action Chips Look Like”
  • Small clickable buttons with a label (e.g., “Check Interaction”, “Review Alert”)
  • High-priority actions have a red border
  • Each chip has a small “X” to dismiss without acting

Using Action Chips

Section titled “Using Action Chips”
  • Click the chip to execute the action
  • Click the X to dismiss without acting
  • Hover to see more details

Multiple Actions

Section titled “Multiple Actions”

When multiple actions are queued:

  • The Action Island shows the first action with a badge (e.g., “1 of 3”)
  • Click the badge to see all pending actions
  • Use arrow keys to navigate between actions

Keyboard Shortcuts

Section titled “Keyboard Shortcuts”
KeyAction
Arrow Right/DownNext action
Arrow Left/UpPrevious action
EnterExecute action
DeleteDismiss action

Task Trackers

Section titled “Task Trackers”

When Cleo is working on something in the background, you’ll see a tracker in the Action Island.

Tracker States

Section titled “Tracker States”
StateAppearanceMeaning
PendingAmber dotTask queued, starting soon
In ProgressBlue spinning ringTask actively running
SuccessGreen checkmarkTask completed
ErrorRed XTask failed

What Trackers Show

Section titled “What Trackers Show”
  • Task name (e.g., “Multi-EHR extraction”)
  • Current status or progress
  • Abort button for cancellable tasks

Trackers automatically disappear a few seconds after completion.

The Menu

Section titled “The Menu”

Click the menu button (three dots) to access Cleo’s main features:

Explore

Section titled “Explore”

Maps your entire EHR system to discover all available screens and navigation paths. Great for learning a new EHR or finding hidden features.

  • Shows real-time progress as screens are discovered
  • Takes about 2 minutes to complete
  • After completion, click “View Map” to see results

Learn more about Explore & Navigate →

Section titled “Navigate”

Quickly jump to any section of your EHR without clicking through menus.

  • Type what you’re looking for (e.g., “schedule”, “labs”)
  • Select from suggested destinations
  • Requires running Explore first to discover destinations

Learn more about Explore & Navigate →

Multi-EHR

Section titled “Multi-EHR”

Fetch patient data from all your configured EHR systems at once.

  • Only available when viewing a patient
  • Opens tabs to fetch from each EHR (tabs close automatically when done)
  • Shows progress and handles login prompts

Learn more about Multi-EHR Fetch →

Tips

Section titled “Tips”

Opens a popup with helpful tips organized by category:

  • Workflow tips — How to use Cleo effectively
  • Feature tips — What each feature does
  • Efficiency tips — Keyboard shortcuts and time-savers

Moving the Action Island

Section titled “Moving the Action Island”

You can reposition the Action Island anywhere on screen:

  1. Click and hold the drag handle (the dot grid icon on the left).

  2. Drag the Action Island to your preferred position.

  3. Release to drop it in place.

To reset position: Double-click the drag handle to return it to the top-center.

Smart Behaviors

Section titled “Smart Behaviors”

Auto-Minimize When Typing

Section titled “Auto-Minimize When Typing”

When you click into a text field or start typing, the Action Island automatically:

  • Shrinks slightly and becomes semi-transparent
  • Hides non-essential elements
  • Stays out of your way while you work
  • Returns to normal when you click elsewhere

Context Awareness

Section titled “Context Awareness”

The Action Island adapts based on what you’re doing:

  • On patient chart: Shows patient info and relevant actions
  • On schedule: Shows scheduling-related options
  • During data entry: Minimizes to avoid distraction

Relationship to Patient Briefs

Section titled “Relationship to Patient Briefs”

When you open a patient chart, Cleo automatically prepares a Patient Brief—a clinical summary with care gaps and important findings. The Action Island may show a notification when a brief is ready, and you can access it through the menu.

Learn more about Patient Briefs →

Troubleshooting

Section titled “Troubleshooting”
  • Refresh the page
  • Check that you’re on a configured EHR site
  • Verify Cleo has permissions for the site in Settings

Next Steps

Section titled “Next Steps”