Finding your way around
The sidebar, the phone bar, search, the link-request bell, and My profile.
On this page
Staff use the same workspace. What you see in the menu depends on your role. Patients use a separate portal, described under Patients.
On a computer
Use the left sidebar. Sign out is at the bottom of that sidebar.
- Overview, Calendar, and Patients are the everyday screens.
- More holds Appointments, Inventory, Claims, Practice, Schedule, and, for admins, Staff, Billing, Audit log, Data export, and Support access.
- Security and My profile are there for every staff role.
On a phone
The bottom bar has Overview, Calendar, Patients, and More. More holds Appointments, Inventory, Claims, and settings. Sign out is on More.
The top bar
Search patients
Find a chart by name, patient number, or phone number. Open a result to go to the chart.
Refresh
Reloads patients and the diary.
Link-request bell
A red dot means a patient has asked to connect their portal account to a chart. Doctors, reception, and admins can review it.
Theme
Switches light and dark appearance.
My profile
The person icon. Doctor details, signature, authenticator, and View tutorial live here.