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Installing Cleo

This guide walks you through installing Cleo and connecting it to your EHR system.

Before You Begin

Section titled “Before You Begin”

Make sure you have:

  • Google Chrome browser (version 88 or higher)
  • The Cleo extension ZIP file (provided by Aether)
  • Access to your EHR system’s web interface

Installation

Section titled “Installation”

  1. Extract the Cleo ZIP file to a folder on your computer. Remember where you saved it.

  2. Open Chrome and go to chrome://extensions in the address bar.

  3. Enable Developer mode using the toggle in the top-right corner.

  4. Click Load unpacked and select the folder where you extracted Cleo.

  5. Click the puzzle piece icon in Chrome’s toolbar, then click the pin icon next to Cleo to keep it visible.

Create Your Account

Section titled “Create Your Account”

After installing, you’ll need to create an account:

  1. Click the Cleo icon in your toolbar to open the side panel.

  2. Click Create Account and enter your name and email address.

  3. Create a password (minimum 8 characters). You’ll see a strength indicator as you type.

  4. Optionally enter your organization name (hospital or clinic).

  5. Review and accept the Terms of Service, then click Create Account.

Add Your EHR

Section titled “Add Your EHR”

During signup (or later in Settings), connect your EHR:

  1. Select your EHR system from the list (Epic, Cerner, athena, eCW, MEDITECH, or Other).

  2. Enter your EHR’s web address (e.g., https://ehr.yourhospital.com).

  3. Click the test button to verify the connection.

  4. When Chrome asks permission to access the website, click Allow.

Verify Installation

Section titled “Verify Installation”

After setup, verify everything is working:

  1. Click the Cleo icon in your toolbar
  2. You should see your email and be logged in
  3. Your EHR should be listed in Settings
  4. The setup indicator should show complete

Permissions Explained

Section titled “Permissions Explained”
PermissionPurpose
Site accessTo read patient data from EHR pages
StorageTo cache data locally for faster access
TabsTo detect when you navigate to your EHR

Troubleshooting

Section titled “Troubleshooting”
  • Click the puzzle piece icon in Chrome’s toolbar
  • Find “Cleo” in the list and click the pin icon
  • If not listed, try reloading the unpacked extension

Updating Cleo

Section titled “Updating Cleo”

When you receive a new ZIP file from Aether:

  1. Extract the new ZIP to the same folder (replacing existing files).

  2. Go to chrome://extensions in Chrome.

  3. Click the refresh icon on the Cleo extension card.

Uninstalling

Section titled “Uninstalling”

Go to chrome://extensions, find Cleo, and click Remove. Confirm when prompted.

Next Steps

Section titled “Next Steps”