The action menu is the small overflow menu you will see on many detail pages and cards in circleOS. It is usually shown as a three-dot button.
The exact options depend on where you are. A booking, plan, document, lab order, service, or product page can all show different actions, and many pages place their own page-specific actions above the shared menu utilities.
What it is for
Most action menus are used for one or more of these jobs:
- create something related to the record you are viewing
- copy an internal or patient-facing link
- open the same record in a connected system
- run AI actions when they are available
- inspect detailed record information with View all
Some of the same actions are also available through the Search & Command Bar, so the menu is often best when you want to browse what is possible on the current page.
Common sections
Most action menus are grouped into short sections. The exact labels vary, but the common patterns are:
- Create or New actions for related work
- Manage or page-specific actions for the record you are on
- Copy share link for internal circleOS links or patient-facing links
- Open in for connected systems when a matching external record exists
- AI actions for supported record types
- View all to inspect detailed object information
If a section is missing, that page or record simply does not support it.
The top section is usually the best place to look first. That is where the current page's own actions live. Shared utilities such as Copy share link, Open in, AI actions, and View all usually sit lower in the menu.
Share links
On supported pages, Copy share link opens a small submenu with link options.
That usually includes:
- Copy circleOS URL for staff-facing links
- Copy Patient App URL for patient-facing links when that record has a public destination
Some menus only offer the internal circleOS link. If the Patient App option is disabled or missing, the record is not ready to share that way yet, or it does not support a patient-facing route. Common examples are unpublished documents, inactive plans, product detail pages, and records that simply do not expose a patient-facing page.
See Deep Links for more detail on what those links do.
Open in connected systems
Some records include an Open in submenu.
This only appears when circleOS already knows the matching external record and the relevant integration is configured for your workspace.
On some screens, the same external-link action may appear as a nearby button instead of inside the menu.
View all
Many action menus include View all.
Use this when you need the full object metadata for support, debugging, or integration checks rather than the simplified page view.
For normal day-to-day work, you will usually stay in the main page and only open View all when something needs a closer check.
AI actions
Some pages include AI actions, such as generating a plan or document from the current patient context.
If your workspace uses Circle Intelligence, see Circle Intelligence for the AI-specific workflow.