Getting Started With Cleo
Using Cleo for the first time? This page provides everything you need to get started and configure Cleo to fit your documentation workflow.
Begin Here:
Use this 6-step guide to ease into Cleo and build comfort with your new workflow in just a few days.
Congratulations!
You've completed all of the core Cleo Onboarding steps. From here, you're all set to make Cleo an integrated part of your workflow. We're always here at [email protected] if you need support—now or anytime down the road.
Now that you've fit Cleo comfortably into your workflow, help your colleagues by sharing a helpful Macro or Custom Instruction into the Global Pool!
Additional Resources
For Becoming Proficient With Cleo:
Haven't booked your 1:1 training session yet?
Use this Calendly link to connect with our team. It's the fastest way to get up and running, configure Cleo to your personal style, and ensure your first Cleo-assisted encounters run as smoothly as possible.
Book 1:1 SessionCleo Classroom
Cleo Classroom is your central resource for all things instructional content, video walkthroughs, FAQs, and more. Have a specific feature or workflow question? Search in the Classroom to find step-by-step articles, quick answers, and practical tips to help you get the most out of Cleo.
Visit ClassroomWhat Clinicians Say
Join thousands of healthcare professionals who trust Cleo for their documentation needs.
Cleo has transformed how I document patient encounters. It's like having a brilliant medical scribe who never gets tired.
Dr. Sarah Chen, Emergency Medicine
Attending Physician
Share Cleo With Your Practice
Want to bring Cleo to your team or facility? Connect with us to learn more about how Cleo can transform your organization's documentation workflow.