The circleOS editor is a shared block editor used across notes, documents, templates, booking briefings, and other writing-heavy workflows. The main idea is simple: build structure with blocks, then add context with links when needed.
The two main shortcuts
Most editors give you two fast ways to work:
- Type
/to insert a new block. - Type
@to insert an inline mention.
Using the Slash Menu
Type / inside the editor to open the command menu. This is the quickest way to add structure or insert linked content.
Depending on the page you are working on, the menu can include:
- Standard text blocks such as headings, lists, quotes, and other common formatting blocks.
- AI actions for drafting or refining content.
- Linked circleOS blocks such as patients, bookings, providers, service variants, product variants, purchases, or linked documents.
Not every editor exposes every linked block. In general, the slash menu's linked-block options are narrower than the mention options.
Using Mentions
Type @ to search and insert linked items directly into your content. This is useful when you want a note or document to reference a specific circleOS record without leaving the editor.
Depending on the editor context and search availability, mentions can link records such as patients, bookings, providers, services, service variants, products, product variants, plans, forms, views, documents, purchases, payments, and vouchers.
In patient-specific editors, document suggestions are narrowed to that patient's documents plus unfiled documents, so you do not have to scan the whole workspace.
Mentions are inline references inside the text. They are different from the context chips on a note, which show that the note itself is filed against a patient, booking, purchase, plan, or lab order.
Working With AI
Where AI is enabled, you can use it inline while editing instead of leaving the page to generate content elsewhere. This is useful for:
- Drafting a first version of a note or document.
- Rewriting selected text.
- Expanding a short outline into a fuller draft.
- Improving tone or clarity.
Some workflows add extra AI commands on top of the shared editor tools. Treatment-plan style editors are the clearest example.
Best Practices
- Use templates when you want a consistent structure before you start writing.
- Use
/for structure and@for context. - Keep patient-facing documents separate from internal notes.
- Review AI-generated text before sharing it with a patient.
- Expect small differences between editors. The same shortcuts exist widely, but not every page exposes the same linked blocks, mention targets, or AI actions.
For workflow-specific guidance, see Notes, Documents, and Templates.