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. This powerful feature allows users to search within modules without needing to navigate into them directly—saving time and enhancing overall workflow efficiency.

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.

The left hand navigation can be collapsed by clicking the box with the arrow on the top right of the left hand navigation. Once collapsed, it can be reopened by clicking the arrow.

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.

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 “Labs” 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.

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.

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.