The Action Island
Smart Briefs
Smart Briefs are AI-powered clinical summaries that Cleo prepares for each patient you’re working with. They appear in the side panel and adapt to your current workflow phase.
Multi-Patient View
Section titled “Multi-Patient View”If you have multiple patients open across tabs, the side panel shows a brief for each one in an accordion layout. Click any patient’s name to expand their brief — only one is expanded at a time to keep things focused.
Each patient card shows:
- Name, age, and sex
- Key clinical findings at a glance
- Actionable headlines you can click to dig deeper
What’s Included
Section titled “What’s Included”Smart Briefs provide a quick clinical snapshot tailored to your workflow phase:
Clinical Overview — A concise summary answering “Who is this patient clinically and what matters right now?”
Care Gaps — Overdue vaccinations, missing screenings (HbA1c for diabetics), BP not at goal, eye/foot exams due, and other preventive care gaps.
Key Clinical Data — Top medications with doses, active diagnoses, allergies, and recent labs.
Actionable Prompts — Suggested next steps you can click to take action directly through Cleo.
Workflow Phases
Section titled “Workflow Phases”Briefs adapt their content based on what you’re doing:
| Phase | Focus |
|---|---|
| Preparation | Pre-visit summary, care gaps, pending orders |
| Encounter | Relevant findings, decision support, medication alerts |
| Wrap-Up | Documentation prompts, follow-up reminders |
| Review | Comprehensive summary, trend analysis |
How Briefs Appear
Section titled “How Briefs Appear”Briefs appear as cards in the side panel with the overview, findings, and actionable prompts. The Action Island also notifies you when a new brief is ready.
Briefs generate when you open a patient chart or navigate to patient-specific pages. They only appear on patient-specific pages — not on patient lists, schedules, or other non-patient pages.
Next Steps
Section titled “Next Steps”Clinical Tools