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The redesigned left navigation fly-out Menu contains several quick and easy tools used for day-to-day business workflow. Below is an image of all the dashboard icons offered for easy navigation. Click on the Menu button to expand or collapse the menu.
If you are on a mobile device or tablet, click on the icon to bring up the left navigation Menu.
Please note that not all options apply based on your particular role and rights in the program.
Home: This will bring you back to the home page with the calendar, appointment reminders, incomplete appointments, client appointment requests.
Whiteboard: The feature where users manage patient care throughout the course of a visit.
Tasks: An area for practices to manage all employee tasks.
Clients: This is your client management section. Here you can search for and update existing clients, create new clients, view account balance information, client documentation, etc.
Patients: This is your patient management section where the staff will likely spend the majority of their day. Here you can update the patient general and medical information and assign billable items for appointments taken by the patient.
Reports: The program offers many different reports including Patient Reminders, Accounts Receivable, Sales reports, Usage Report, New Clients, and Inventory reports.
Labs: This section shows recent lab results.
Boarding: Boarding module dedicated to providing the clinic an intuitive way to manage your boarding needs.
Inventory: This will bring you to the Inventory Management screen. Here you can view, update, and run reports on your current inventory.
Settings: Users are able to access settings by category from the menu or from the Overview screen as shown below.
Located on the left side is the practice logo. The logo can be changed by updating your Settings. As you move to the right you will see the date and the time for the time zone in which you are currently logged in.
Near the upper middle of the screen, is the Active Patient drop-down list. Here you can see the 20 most recent patient records that you have worked with. The Active Employee drop-down list is also displayed. Here you can see which employee is logged into the workstation and you may also change who is currently the active employee.
A series of smaller icons will be shown. The icons each user may see will be dependent on their role and rights to different areas of the program.
Clock Icon: This is the employee time clock. Here the employee will enter their pin to clock in and out of the program. This information can then be used for payroll and time tracking purposes.
Price Tag Icon: Quickly check the price of items in your inventory by clicking on this icon. Here you will see the price and how many of the items you have on hand in your inventory.
Gear Icon: This will take you to the Settings section of the system. Under Settings, configure your site, update your billable items, run reports, etc.
Power Icon: Click to log out of the system.
Person Icon: Click to access additional items including Practice Documents, Email Dashboard, support info.
Users will also see the Active Practice and Active Provider sections (if your site is configured with these options) and the search features. More on using the search feature can be seen in the following article:
Search vs. Advanced Search on the Homepage