ORIENTATION

Find your way around Cleos

Move from a task to the right record without losing context.

For All users

Steps

  1. 01

    Choose the area for the task from the main sidebar.

  2. 02

    Use search, filters, and dates to find the correct patient, visit, invoice, or stock item.

  3. 03

    Open the record and check its identity and status before making changes.

Visual guide

Choose an area from the sidebar, then narrow the list before opening a record. The names shown are fictional TEST data. Select image to explore.
Reports uses the same navigation pattern, with task groups inside the page. Select image to explore.
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