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Aether Docs

Getting Started with Cleo

This guide walks you through using Cleo for the first time.

Prerequisites

Section titled “Prerequisites”

Before you begin, make sure you have:

  • Cleo installed with an account created
  • At least one EHR added in Settings
  • Site permissions granted for your EHR

Your First Patient

Section titled “Your First Patient”

  1. Navigate to your EHR in Chrome and log in with your normal credentials.

  2. Search for and open any patient’s chart.

  3. Cleo automatically detects the patient from the page URL and starts capturing data. You’ll see the Action Island update with the patient’s name, age, and sex.

  4. Click the Cleo icon to open the side panel. You’ll see a Smart Brief with a clinical summary, care gaps, and key findings.

The Side Panel

Section titled “The Side Panel”

The side panel is your main workspace with Cleo. Here’s what you’ll find:

Smart Briefs — Multi-patient clinical summaries at the top. If you have multiple patients open, each gets their own expandable card.

Chat — Ask Cleo anything about the patient or clinical questions:

  • “What medications is this patient on?”
  • “Check for drug interactions”
  • “Does Ozempic require prior auth?”
  • “Generate a PA letter for Humira”
  • “Summarize this patient’s lab trends”

Document Tracker — Shows progress when Cleo detects and uploads clinical documents (PDFs, faxes, scanned records).

Settings — Configure EHR systems, manage preferences, and view conversation history.

How Data Capture Works

Section titled “How Data Capture Works”

Cleo reads data from the pages you visit in your EHR. To build a complete patient picture:

  • Medications: Visit the Medications or Orders section
  • Labs: Open Lab Results and scroll through history
  • Problems: View the Problem List or Diagnoses
  • Vitals: Check the Vitals or Flowsheet section
  • Documents: PDFs and faxes are detected and uploaded automatically

Working With Multiple EHRs

Section titled “Working With Multiple EHRs”

If you work across multiple hospitals or clinics with different EHRs:

  1. Add each EHR in Settings with a unique name (e.g., “Memorial Epic”, “County Cerner”).

  2. Grant permissions for each EHR when prompted.

  3. Open the same patient in different systems as needed.

  4. Cleo keeps track of which data came from which source. All data is consolidated in the Aether Hub.

Signing Out

Section titled “Signing Out”

To sign out of Cleo:

  1. Click the Cleo icon to open the side panel.

  2. Click Settings (gear icon).

  3. Scroll down and click Sign Out.

Your data remains synced to the Hub and will be available when you sign back in.

Troubleshooting

Section titled “Troubleshooting”
  • Make sure you’re on a patient chart (not a patient list)
  • Wait for the page to fully load before opening Cleo
  • Check that your EHR is configured in Settings
  • Verify you granted site permissions

Next Steps

Section titled “Next Steps”