📝 Overview
Enhanced View features a modernized left-hand navigation for a more intuitive, streamlined experience. It's still organized by module, but each module now has collapsible sub-sections for quicker access to specific areas. You can also pin your favorite sections for one-click access to the areas you use most.
💡 Pro Tip: Don't need the full left-hand navigation on display? Click the collapse icon at the top left of the panel to shrink it down to just module icons — click any icon for direct access to the modules home page. Your preference is saved between logins.
Enhanced View includes a Global Search bar, accessible from the top header no matter where you are in the system. It lets you search within any module without navigating into it first — saving time and boosting overall workflow efficiency.
📽️ 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.
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.
💡Left Navigation Remembers Your Preference: The left navigation menu remembers whether you like it expanded or minimized. Once you set it the way you like, it'll stay that way—even after you log out, log back in, or start a new session. No re-adjusting it every time!
Notes for the Schedule
If you prefer a collapsed left navigation, Census, Treatment, and Boarding are accessible from the top right of the Schedule — no need to expand the menu.
Additionally, from the kebob menu (three dots) next to the Today button, you'll find the View Remote Schedule, Print Appointment, Email Appointment and Reminders options.
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.
New Two-Way SMS Inbox Location
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.
Workflow Tip
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.
💡 Any module that is expanded, with it's sub-section open, will remain open when the left hand navigation is collapsed and opened again. Also between sessions, the system remembers the open sections.
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. Use the Labs section a lot? Simply pin it as a favorite!
🌎 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.
🎥 Video Tutorial
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.
Patient & Client Search Filters
Enhanced View's global search includes dedicated client and patient filters — so you can search with precision and get to the right record in seconds.
Filter client searches by only Name, Email, Mobile Number or Account Number to zero in on exactly who you're looking for.
On the patient side, narrow results by filtering by only Name, Account Number, Chip or Tag. Additionally, you can add a Status and Breeds filters to narrow down your results even more.
❓Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
1. What is the Enhanced View and how is it different?
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Click the arrow to learn more
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?
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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?
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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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Click the arrow to learn more
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?
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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?
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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.














