Smart Briefs
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 and clinical insights — all without leaving your current page.
Overview
Section titled “Overview”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 stays visible as you navigate, giving you constant access to:
- Patient context at a glance
- Clinical insight notifications
- Background task progress
When no patient is selected, it shows “Cleo ready” with a checkmark.
Patient Context
Section titled “Patient Context”When you open a patient’s chart, the Action Island displays the patient’s name, age, and sex (e.g., “67M”). Click the patient badge to open a detailed flyout showing allergies, conditions, medications, vitals, and recent labs — a quick clinical summary without navigating away.
| Flyout Section | Information |
|---|---|
| Allergies | Drug allergies with severity |
| Conditions | Active diagnoses |
| Medications | Current meds with dosages |
| Vitals | BP, heart rate, temp, SpO2 |
| Labs | A1c, glucose, creatinine |
Clinical Insights
Section titled “Clinical Insights”When Cleo identifies something needing attention — a care gap, a lab flag, or a medication alert — it appears as a notification on the Action Island. Click to see details in the side panel.
Insights are prioritized by clinical relevance and deduplicated so you don’t see the same alert repeatedly.
Task Trackers
Section titled “Task Trackers”When Cleo works in the background (like uploading documents or syncing data), a tracker appears showing progress:
| State | Appearance | Meaning |
|---|---|---|
| Pending | Amber dot | Starting soon |
| In Progress | Blue ring | Running |
| Success | Green check | Done |
| Error | Red X | Failed |
Trackers show the task name and progress, and disappear automatically after completion.
Customization
Section titled “Customization”Moving the island: Click and hold the drag handle (dot grid icon), drag to your preferred position, and release. Double-click the handle to reset to center. Your position is saved across sessions.
Auto-minimize: When you click into text fields or start typing, the Action Island shrinks and becomes semi-transparent to stay out of your way. It returns to normal when you click elsewhere.
Smart Briefs
Section titled “Smart Briefs”When you open a patient chart, Cleo prepares a Smart Brief — a clinical summary with care gaps and important findings. The Action Island notifies you when a brief is ready.
Troubleshooting
Section titled “Troubleshooting”- Refresh the page
- Check you’re on a configured EHR site
- Verify Cleo has site permissions in Settings
- Make sure you’re on a patient chart (not a list)
- Wait for the page to fully load
- Try navigating away and back
- Insights only appear when Cleo detects something clinically relevant
- Check the side panel for more details
Next Steps
Section titled “Next Steps”EHR Agent