Multi-EHR Fetch
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 Are Patient Briefs?
Section titled “What Are Patient Briefs?”When you navigate to a patient’s chart, Cleo automatically analyzes the available clinical data and prepares a brief summary. This brief highlights:
- Key clinical information relevant to the visit
- Care gaps that may need attention
- Important medication considerations
- Recent lab results and vital signs
What’s Included
Section titled “What’s Included”Clinical Overview
Section titled “Clinical Overview”A brief 2-3 sentence summary answering: “Who is this patient clinically and what’s important for today’s visit?”
Care Gaps
Section titled “Care Gaps”Gaps in preventive care or ongoing management, such as:
- Overdue vaccinations
- Missing screenings (e.g., HbA1c for diabetics)
- Blood pressure not at goal
- Eye or foot exams due
Clinical Data
Section titled “Clinical Data”| Section | What’s Shown |
|---|---|
| Medications | Top current medications with doses |
| Problems | Active diagnoses and conditions |
| Allergies | Drug allergies and reactions |
| Labs | Recent relevant results |
Automatic Calculations
Section titled “Automatic Calculations”Cleo calculates and displays:
- eGFR with CKD staging — flagged if kidney function is reduced
- BMI with category — flagged if underweight or obese
Medication Alerts
Section titled “Medication Alerts”When applicable, briefs highlight:
- Potential drug interactions
- Medications that may need renal dose adjustments
- Formulary or insurance coverage issues
How Briefs Appear
Section titled “How Briefs Appear”Briefs display in two ways depending on the content:
Suggestion Card
Section titled “Suggestion Card”For routine briefs, a card appears in the side panel with:
- The clinical overview
- A list of findings and care gaps
- Options to dismiss or snooze
Priority Alert
Section titled “Priority Alert”If the brief contains critical findings (like a severe drug interaction), it may appear more prominently to ensure you don’t miss it.
Working with Briefs
Section titled “Working with Briefs”Viewing a Brief
Section titled “Viewing a Brief”Briefs appear automatically when you open a patient chart. You can also:
-
Look for the Action Island floating at the top of your screen.
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Click the menu icon to open the actions dropdown.
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Select View Brief to open the full brief in a larger view.
Dismissing or Snoozing
Section titled “Dismissing or Snoozing”- Dismiss — Closes the brief. It won’t reappear for this patient during the current session.
- Snooze — Temporarily hides the brief. It may appear again later if you return to the chart.
Taking Action
Section titled “Taking Action”Some care gaps include actionable suggestions. Click on a recommended action to learn more or take the next step.
When Briefs Appear
Section titled “When Briefs Appear”Briefs are generated when you:
- Open a patient’s chart
- Navigate to order entry for a patient
- Review results for a patient
Important Note
Section titled “Important Note”Next Steps
Section titled “Next Steps”Explore & Navigate