The record actions moved from the right column into the record header. The everyday actions are one group of buttons; every other action is in one menu; and all signature forms are in one dropdown instead of a button each.
1. Before You Start
You will need: a CRM user on the new record page (the default). Which actions you see depends on your permissions and on the integrations your organisation uses, as before.
2. The Action Group
Record actions in the header
Button | What it does |
Signatures | Lists the forms to sign (and the signed ones); pick one to open it. |
Edit | Opens the record for editing. |
Click to follow | Follow the record to be notified of changes; click again to stop. |
Call / Email / SMS | Call, email or text the record, as before. |
⋯ | Opens the menu with every other action. |
Balance boxes (patient balance, donor balance, campaign spend) and Convert Lead (on leads) appear at the left of the header where they apply.
3. Signatures
The Signatures dropdown
Click Signatures and choose a form under To sign. Forms already signed are listed
4. The ⋯ Menu
The ⋯ menu
The menu holds the remaining actions: Duplicate, Transfer ownership, Export to PDF, integration actions (for example creating the patient in your EMR), DocuSign or PandaDoc, and module extras. Delete is always the last row, in red.
5. On a Phone
Edit, Call, Email, SMS and Actions are large tiles that always fill one row, whichever of them the record type has; Signatures and Follow sit side by side on the row below. Actions and Signatures open as sheets from the bottom of the screen, and the page behind them is dimmed.
Actions on a phone
The Actions sheet on a phone
To close a sheet, tap the × at its top right, or tap the dimmed page behind it.
The Signatures sheet on a phone
6. Frequently Asked Questions
Q: An action I used before is missing. Open the ⋯ menu; every action that was in the old actions card is there. If it is not, the action may depend on a permission or an integration that is not active for you.
Q: On a consent form or a treatment episode, where are the actions? In the header too, like every other record. The old actions card in the right column is only on the classic page.
Q: Did anything an action does change? No. Only where the buttons are shown changed.