Action Menu: AI To-Do List
Automatically generate a prioritised, trackable to-do list for every consultation
What is the Action Menu?
The Action Menu is an AI-generated, prioritised to-do list that automatically appears with every consultation. It translates your consultation into clear, actionable steps—such as referrals, prescriptions, investigations, follow-ups, and safety-netting—ordered from highest to lowest priority. Tick items as you complete them to stay organised and reduce omissions. You can switch this feature off in My Account if preferred. Generating an action list uses 1 credit.
Action Menu loads automatically
AI-generated, prioritized to-do list for each consultation

Click to zoom in
The Action Menu is an AI-generated to-do list that appears alongside every consultation by default. It analyses the consultation context and proposes actionable tasks—such as referrals, prescriptions, follow-ups, investigations, and safety-netting—in priority order from highest to lowest. This helps ensure nothing critical is missed during busy clinics.
Key Features in This Step
- Auto-loads with each consultation by default
- Prioritized list from high to low importance
- Designed to reduce omissions and cognitive load
- Uses 1 credit to generate the action list