The command bar is the fastest way to move around circleOS when you already know roughly what you want.
Open it from the top bar, press Cmd+K on Mac, or press Ctrl+K on Windows and Linux. On smaller screens, use the search icon in the top bar.
What it does
The command bar combines four things in one place:
- jump to another area
- search indexed records
- run actions for the page you are already on
- jump into Circle Intelligence
Global search
When the command bar is at the top level, start typing to search across the indexed resources in your workspace. Common results include patients, bookings, invoices, plans, notes, documents, forms, services, providers, products, purchases, payments, vouchers, and tags.
Depending on your permissions, it can also surface admin-side records such as employees, locations, diagnostic codes, and other settings resources.
At the root level, circleOS shows:
- current-page actions first, if the current screen has any
- workspace areas next, so you can scope or jump quickly
- matching search results underneath those
- quick links such as What’s New, Docs, and Profile Settings
- a Circle Intelligence entry at the bottom
Results are grouped by type so they stay easy to scan. Most results open directly. Providers, services, and service variants can open a quick preview first.
When the bar opens at the root with an empty input, it behaves more like a launcher than a search result list. You will mainly see the available resource groups and any current-page actions.
Global search keeps each result group short on purpose. Patients usually show a longer short-list than the other groups, but the root view is still meant to stay compact. If you want a longer list for one area, scope into that area first.
Scoped search
circleOS often opens the command bar already scoped to the area you are working in. For example, opening it from Patients starts in patient search, and opening it from Invoices starts in invoice search.
Inside a scope, circleOS shows that area’s navigation links first, then matching records, then any page actions for the current screen.
Press Backspace on an empty input to clear the scope and go back to the full command bar.
Actions
The command bar shows actions registered by the page you are on. These change by context.
For example:
- a booking page can offer actions such as rescheduling or creating a payment link
- a patient page can offer actions such as creating a plan, document, lab order, or booking
- Live Mode can expose actions for the patient or visit you are working on
Circle Intelligence
Type a question and press Tab to ask Circle Intelligence from the command bar.
If the input is empty, pressing Tab opens the full Circle Intelligence chat instead of asking inline.
Circle Intelligence gives a short inline response in the command bar. If you want to keep going in the full chat, use Continue in Circle Intelligence Chat or open Circle Intelligence directly from the command bar.
A simple way to use it
- use the command bar to jump to another area, or press Backspace once if it opened already scoped
- type a few letters to find a record
- scope into one area when you need a longer, cleaner result list
- use Tab when the thing you want is actually a question for Circle Intelligence
Troubleshooting
If a recently created or updated record does not appear in search results, the search index may not have caught up yet. Wait a moment and try again.
If records are consistently missing, ask a workspace admin to open Settings → Data & Search and run Sync now for the affected collection. If search looks wrong across many areas, they can use Sync all collections from the same page.