Skip to content
Aether Docs

Explore & Navigate

Cleo can automatically map your EHR system and help you navigate quickly to any section. Run Explore once to map your EHR, then use Navigate anytime to jump directly where you need to go.

Explore

Section titled “Explore”

The Explore feature systematically discovers all screens in your EHR and how they connect.

  1. Log into your EHR and look for the Action Island at the top of your screen.

  2. Click the menu icon and select Explore.

  3. Wait approximately 2 minutes while Cleo maps the system.

  4. Click View Map when complete to see all discovered screens.

During exploration, Cleo opens multiple tabs in your browser (you’ll see them appear), navigates through menus and buttons, identifies each screen type, and closes tabs when finished. You can continue working in your original tab.

A progress tracker shows screens discovered, navigation paths found, and overall progress. The final map displays all destinations with their page types.

Section titled “Navigate”

Once you’ve run Explore, use Navigate to instantly jump to any section.

  1. Click the menu in the Action Island and select Navigate.

  2. Type what you’re looking for (e.g., “schedule”, “medications”, “labs”).

  3. Select from suggestions or press Enter to go.

Common destinations include Schedule, Inbox, Patient Chart, Medications, Labs, and Vital Signs. Some destinations require a patient to be selected first—Cleo will let you know.

Keyboard shortcuts: Enter to go, Escape to close, Arrow keys to browse suggestions.

Page Detection

Section titled “Page Detection”

Cleo automatically detects your current page type (patient chart, schedule, inbox, order entry, etc.) to show relevant actions in the Action Island and provide context for Patient Briefs.

Troubleshooting

Section titled “Troubleshooting”
  • Make sure you’re logged into your EHR
  • Some pages may require specific permissions
  • Try starting from the EHR’s home page

Next Steps

Section titled “Next Steps”