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Patient Briefs

Patient Briefs are automated clinical summaries that Cleo prepares when you open a patient’s chart. They surface important information and care gaps without requiring any manual action.

What’s Included

Section titled “What’s Included”

Briefs provide a quick clinical snapshot:

Clinical Overview — A 2-3 sentence summary answering “Who is this patient clinically and what’s important for today’s visit?”

Care Gaps — Gaps in preventive care like overdue vaccinations, missing screenings (HbA1c for diabetics), BP not at goal, or eye/foot exams due.

Clinical Data — Top medications with doses, active diagnoses, allergies, and recent labs.

Automatic Calculations — eGFR with CKD staging (flagged if reduced) and BMI with category (flagged if concerning).

Medication Alerts — Drug interactions, renal dose adjustments needed, or formulary issues when applicable.

How Briefs Appear

Section titled “How Briefs Appear”

For routine briefs, a card appears in the side panel with the overview, findings, and options to dismiss or snooze. Critical findings (like severe drug interactions) appear more prominently.

To manually view a brief, click the menu in the Action Island and select View Brief.

Dismiss closes the brief for this session. Snooze hides it temporarily—it may reappear if you return to the chart. Some care gaps include actionable suggestions you can click to take the next step.

When Briefs Appear

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Briefs generate when you open a patient chart, navigate to order entry, or review results. They only appear on patient-specific pages—not on patient lists, schedules, or other non-patient pages.

Next Steps

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