# 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.


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