Customize Action Bar

Overview

The Action Bar is the set of quick-action buttons displayed in the patient profile in the Care Portal. It allows care team members to perform common actions – like creating an encounter, sending a message, or adding a task – directly from the patient view without navigating away. You can customize which actions appear in the Action Bar for each role.

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Default Action Bar Items

By default, the Action Bar may include:

• New Encounter – start a new encounter with the patient

• Send Message – open the communication composer

• Add Task – create a task for this patient

• Enroll in Program – add the patient to a care program

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Customizing the Action Bar

1. In the Designer, navigate to Action Bar or Customize Action Bar.

2. Select the role or profile you want to customize.

3. Add or remove actions from the available list.

4. Set the display order.

5. Save and publish.

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Role-Based Customization

The Action Bar can be configured differently per role. For example:

• Care Managers see "Send Message" and "New Encounter"

• Supervisors see "View Audit" and "Change Region"

• Read-only users have no action bar items

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Publishing

Create a draft in the Designer and publish to apply Action Bar changes to the Care Portal.