Introduction

Action menus (also called "Kebab menus") are the three stacked dots (⋮) you'll find throughout CAREFUL. They provide quick access to context-specific actions you can perform on patients, teams, notes, and other items. The available options change intelligently based on what you're viewing and your permissions.

Prerequisites

No special permissions required. All users have access to action menus, but the specific menu options you see will depend on your role (Administrator, Team Owner, or Clinical User) and your relationship to the item (e.g., whether you're responsible for a patient).

Steps

On Desktop

Locate the action menu by looking for the three stacked dots (⋮) icon, which appears in two places:
- Top-right corner of most screens - operates on the current page or main item
- End of table rows - operates on that specific row item
Click the three dots icon to open the menu
A dropdown menu appears below the icon (or above if there's insufficient space below), showing all available actions with icons and labels
Hover over menu items to see the highlight effect, then click your desired action
The menu closes automatically and your selected action executes immediately
To close the menu without taking action, click anywhere outside the menu

On Mobile

Look for action menus in the same locations as desktop:
- Top-right corner (smaller, white-on-black styling)
- Table rows (tap the entire row to access its action menu)
Tap the three dots icon (or the row itself for row-based menus)
A full-screen overlay appears with a dark background, showing available actions with white text and icons
The header shows the context (e.g., "Patient Actions")
Tap your desired action from the list
To close without taking action, tap the X button in the bottom-right corner

Patient Action Menus

When viewing a patient, you may see these options (depending on context):

Edit Demographics - Update patient information
New note - Add a clinical note
Edit Latest Note - Modify your most recent note (available for 1 hour after creation)
Create Action - Add a task for the patient
Take Responsibility - Become the responsible clinician
Relinquish responsibility - Remove yourself as responsible clinician
Handover Patient - Transfer responsibility to another clinician
Refer Patient to Team - Request transfer to a different team
Discharge from team - Remove patient from the current team
Readmit - Re-admit a previously discharged patient

Team Action Menus

When viewing a team, you may see:

Add patient - Create or admit a patient to the team
Handover all my patients in this team - Bulk handover your patients
Take responsibility for all patients - Become responsible for all team patients
Rename team - Change the team name (Team Owner/Admin only)
Add user to team - Invite a clinician to the team (Team Owner/Admin only)
Manage Handover Categories - Configure handover types (Team Owner/Admin only)
Update Team Memo - Edit the team-wide memo (Team Owner/Admin only)
Update Team Chat Settings - Configure chat features (Admin only)

Clinical Note Action Menus

Individual notes in the patient timeline may show:

Edit note - Modify the note content (only the latest note, within time limit)
View Attachments - Display images or files attached to the note

Tips

No disabled items: Action menus only show options you can actually use right now. You won't see greyed-out or disabled items. If an option isn't visible, it means you don't have permission or it's not available in the current context.
Context matters: The same three-dot icon shows different actions depending on where you are. On a patient screen, you'll see patient actions. On a team screen, you'll see team actions.
Time-sensitive actions: Some actions like "Edit Latest Note" are only available for a limited time (typically 1 hour after creation) to maintain audit integrity.
Responsibility-based actions: Many patient actions only appear if you're already responsible for the patient (like "Handover Patient") or if you're not yet responsible (like "Take Responsibility"). This prevents confusion and reduces clutter.
Quick access on desktop: Action menus at the end of table rows let you quickly perform actions on multiple items without navigating to each item's detail page.

Managing Patients - Learn how to add, edit, and discharge patients
Handover Workflows - Understand how to transfer patient responsibility
Creating Actions - Learn about task management for patients

Using Action Menus