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Enhanced View

Learn about our enhanced view, which has moved the modules to a left hand navigation style. Plus, a global search has been added.

Blake Nadilo avatar
Written by Blake Nadilo
Updated this week

šŸ“ Overview

Our newly enhanced view features a modernized left-hand navigation designed to deliver a more intuitive and streamlined user experience. The navigation is still organized by modules as before, but now each module includes collapsible sub-sections, giving users direct access to specific areas within each module more efficiently.

Additionally, we've introduced a Global Search bar in the top shortcut area. The global search is a powerful feature allowing users to search within modules without needing to navigate into them directly—saving time and enhancing overall workflow efficiency.

If you’re using Two-Way SMS, you can now access the inbox directly from the top shortcut bar for quick access anywhere in the schedule. Real-time badge and banner notifications will alert you to new messages. Notification preferences can be managed within the Inbox section of your notification settings.

āš ļø In order to switch to the enhanced view, navigate to your initials on the top right of your screen, and select Switch to Enhanced View

šŸ“½ļø Video Overview


🧭 How to Use the Left Hand Navigation

Learn how to utilize the left hand navigation and how this layout helps you find what you’re looking for faster.

Click the arrow to learn how to use the left hand navigation

General Navigation

The modules are all the same as before, and now located on the vertical left hand navigation. To access the module directly, click the icon next to the module name. This will take you directly to the modules main page.

Each module has a sub-section below it. Simply click the module name to open the sub-section. The options in the modules sub-section are areas of that module, that can now be accessed without having to navigate to the main module page. SImply click the option you wish to navigate to.

Collapsing the Left and Navigation

The left hand navigation can be collapsed by clicking the box with the arrow on the top right of the left hand navigation. When collapsed, each module’s icon is displayed, and clicking an icon takes you to that module’s main page. Once collapsed, it can be reopened by clicking the arrow on the top right of the left hand navigation.

Pinning Favorites

You can pin any subsection to the top of the left-hand navigation as a favorite, making it easy to access the areas you use most. This saves time by keeping your primary workflows just one click away.

Simply pin the subsection, and it will appear in your favorites for quick selection. The pin is found to the right of any subsection. Click it to add to your favorites. If you don't need it as a favorite anymore, simply click the pin again on the subsection in the favorites.

Workflow Tip

Depending on the user’s role, it may be beneficial to keep certain modules expanded for quicker access. This is especially useful for roles that frequently interact with specific areas of the system. For example, a receptionist might choose to keep the Schedule, Patient, and Client modules expanded, allowing them to quickly navigate to the necessary sections without needing to expand each module or return to its main landing page.

šŸ’” Any module that is expanded, with it's sub-section open, will remain open when the left hand navigation is collapsed and opened again.

One of the key benefits of our enhanced navigation is the significant reduction in clicks and scrolling—making it faster and easier to get where you need to go.

For example, instead of first navigating to the Patient module dashboard and then scrolling to find and click the Labs section, you can now simply click ā€œLabsā€ directly from the sub-menu under Patient in the left-hand navigation. This takes you straight to the desired page, eliminating unnecessary steps and saving valuable time throughout your day.


šŸŒŽ How to Use Global Search

The global search feature is designed to save time, and make the users workflow more efficient, which in return makes for a better client and patient experience.

Click the arrow to learn how to use the global search

The global search is found on the shortcut bar, on the top right of the system.

Once clicked, the user will immediately see their recently viewed, which will be the same as the quick jump, lighting bolt option on the shortcut bar.

On the very top, you will see the module names (excluding Reports & Settings). When a specific module is clicked, the user will now be searching that module only. This allows for very quick searching for what is needed, in that particular module without needing multiple clicks to get the information.


ā“ FAQs

Click the arrow to learn the more about the frequently asked questions

1. What is the Enhanced View and how is it different?

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The Enhanced View introduces a modernized left-hand navigation with collapsible sub-sections under each module, making it faster and easier to access specific areas. It also includes a new global search bar at the top, allowing you to search within modules without navigating into them directly.

2. How do I switch to the Enhanced View?

Click the arrow to learn more

To switch, click your initials in the top right corner of your screen and select Switch to Enhanced View.

3. How do I navigate using the new left-hand navigation?

Click the arrow to learn more

Modules are listed in the left-hand navigation. Click the module icon to go directly to its main page, or click the module name to expand its sub-sections. From there, you can click directly into specific areas—saving you from extra clicks and scrolling.

4. Can I collapse the navigation menu?

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Yes. Click the arrow box at the top right of the navigation panel to collapse it. When collapsed, only module icons are displayed. Clicking an icon will take you to the module’s main page. To reopen the panel, click the arrow again.

5. How do I pin favorites for quicker access?

Click the arrow to learn more

You can pin any sub-section by clicking the pin icon next to it. Pinned sections appear at the top of the navigation bar under Favorites, giving you one-click access to your most-used areas. To remove a favorite, click the pin again.

6. How does the global search work?

Click the arrow to learn more

The global search bar is located in the top shortcut area. Clicking it shows your recently viewed items, similar to the quick jump lightning bolt. You can also select a specific module (excluding Reports & Settings) to search only within that module, allowing you to quickly find what you need with fewer clicks.

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