---
title: "Quick actions and navigation from Notes"
url: "https://help.tmhsuite.com/en/article/quick-actions-and-navigation-from-notes"
language: "en"
last_updated: "2026-06-23T11:06:10.118Z"
---

# Quick actions and navigation from Notes

## Patient list

Each patient now includes a new quick actions button.

![](https://cdn-assets.productfruits.com/8339166e-d253-44c8-b752-cccc6feb678d)

### How it works

●       **On mobile phone:** a menu opens from the bottom of the screen

●       **On desktop:** a menu with quick actions appears

The menu can be easily closed by tapping outside it or using the “X” button on mobile phone.

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## Available actions

![](https://cdn-assets.productfruits.com/fbd7e06a-91d4-48c4-ade1-fedb0133f8b5)

### SophIA clinical support

Opens a new SophIA chat regarding the selected patient. Link: [“What is SophIA and what is it for?”](https://help.tmhsuite.com/en/article/bc1cb054-abcc-4306-84f8-abdff3688212)

### New note

Goes directly to the patient's notes and automatically open the form to create a new note.

### View assessments

Takes you directly to the patient’s assessments tab.

![](https://cdn-assets.productfruits.com/a4a77780-74b5-41c0-af84-f5a3d89b4787)

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## Contact features

### Contact by e-mail

Opens the e-mail application to contact the patient.

### Contact via WhatsApp

Opens a WhatsApp chat with the patient.

![](https://cdn-assets.productfruits.com/30567b28-a50d-4dca-a69f-6091249ebef0)

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## New patient chat

For new, uninitiated chats only

A new informational message is added below the SophIA chat section.

This message includes the **“New note”** button, which

●       takes you directly to the patient’s notes;

●       automatically opens the “Create note” form.

* * *

## Patient notes

In the notes section, a new fixed message has been added at the bottom of the screen.

This block includes the **“New query”** button, which allows you to quickly start a new chat related to that patient.

* * *

## The aim of these improvements

These changes are designed to

●       facilitate access to clinical documents;

●       reduce the number of steps between queries, chats and notes;

●       improve the organisation of information;

●       offer a more user-friendly experience on both mobile phone and desktop.