Navigation within the Program

The Nav Bar

When you log in to the application the Navigation Bar, or Nav Bar, will be displayed down the right. It is a set of buttons which can take you anywhere within the software. Since there are several Nav Bars, this one is called the Home Nav Bar. The exact appearance will be dependent upon several variables. Some of these include:

(a) which version of the program you are using

(b) which options your organization has licensed

See Screens May Differ Among Users for a more detailed explanation.

When you click on a button on the Nav Bar, one of four things will happen:

The Nav Bar might change to display an entirely different set of buttons. This happens when you select an area of the program with a lot of options, such as Setup/Admin. The secondary Nav Bar will have a title at the top, and a Home button at the bottom to return to the Home Nav Bar.

Home Nav Bar Reporting Nav Bar
A sub-menu might appear to the right. This occurs when there is a short list of options to select from. If you first click on Setup/Admin, and then from the Setup & Admin Nav bar, select Providers, you will get a sub-menu.
Buttons for activities which are used a great deal go straight into a working window. White Board and Appointments are examples of these.
You might get a multi-tabbed menu display called a Launch Pad. Clicking Provider Practice on the Reporting Nav Bar will display the [Provider Practice Management Reporting] Launch Pad.

Provider_Practice_Management_Reporting
A lookup window might be displayed. Clicking Companies will display the [Select Company] window. Clicking Demographics will display the [Select Patient] window. On the lookup window you search for and select the specific company, patient, or some other entity to work with.

The Tool Bar

Name	Description
Home	Clicking this icon returns you to the Home Nav Bar.
Browse Internet Web Link	This feature allows you to store frequently accessed Internet addresses. Clicking the address opens your browser, and takes you to that address.
Review Messages & Tasks	Click this button to review messages and tasks sent using the internal messaging system. This allows you to view messages for a given time period sent to you personally or to a role associated with your user code. Messages received can be read; new messages can be sent.
My Reports	Click this icon to access the results of Automated Batched Reports.
Scheduled Requests	Click this icon to view a list of pending Schedule (appointment) submitted from the Patient/Employee Portal. You are then able to verify the information and create and actual Schedule/Appointment record in the application from the request.
Incident Reports	Click this icon to view a list of pending Incident Reports submitted from the Employee Portal. You are then able to verify the information and create and actual Incident record in the application from the request.
Patient/Employee Portal Forms Queue	Click this icon to display a list of interactive forms completed by the user from the Patient/Employee Portal. For more information, see Portal Forms Queue.
Electronic Prescription Management	Click this icon for ePrescibing administrators to manage the status of outgoing eRx messages as well as process incoming eRx refill requests.
Select Printer	Display a standard Windows dialog for selecting a printer.
Encrypt and Copy Secure File	Exported files containing HPI are saved into a secure folder. This button allows you to encrypt them and copy to a location of your choice.
Change Password	User generated Password request.
Manage DOT Exam Submission	Click this icon to track and Manage DOT Exam Submission results.
Lock Workstation	If you share a workstation with others, you can log out without closing the program. This saves some time when the next user wants to log in. To do this, click the Lock Workstation icon on the toolbar. You will be logged out, but the program will not close, and instead, will show the login window for the next user. You cannot log out unless all windows except the Home Nav Bar are closed.
Help	Call up online Help system.
About	Provides information about the Release number, Build number, and the date. Client name, Current User, Database, Program Data Location, User Data Location, Workfiles Location, Clinic, and Company.

Buttons Used Throughout the Software

Name	Function
OK Button	Saves the data on a dialogue box.
Save Button	Saves Data to the Database
Cancel Button	Cancels any data entry or other action on a dialogue box.
Close Button	Closes a view box.
Add Button	Adds a new record.
Edit Button	Accesses an existing record for purposes of review or change.
View Button	With Read Only Access, replaces the Change button.
Delete Button	Deletes an existing item.
Select Button	Selects the highlighted item. Note: You can always double click an item in a list to select it instead of using this button. Double clicking is faster.
Print Button	Accesses the print preview and print functions.
Grayed Out Button	Indicates this function is disabled (inaccessible to the user.)
Images Button	Images can be captured and viewed on windows where you see this button. Locations include: Patient Demographics, Patient Chart, Visit Record, Incident Record, and Case Management.
Company Button	Click this button to select a company that is different from the company in which you are currently working.
Clinic Button	Click this button to select a clinic that is different from the clinic in which you are currently working. If you do not have this button on your window, either you are not licensed for more than one treatment site, or you do not have access to any clinic other than the one in which you are working.
Entity Button	If your program includes the Entity button, it means that your organization has licensed the software for multiple business entities. These organizations are typically distinguished by different Tax ID numbers, thereby enabling the user organization to track data for multiple business entities (such as medical clinics and Rehab clinics) in the same database. For more information, see the Business Entities topic.
Time Entry Button	Clicking this button inserts the current time into the field beside the button.
Table Icon	Click this button to display a list of valid entries for the field beside it.
Keypad Icon	Clicking this icon will pop up the numeric keypad, on which numbers can be entered. In the EMR, this appears beside Charting Wizard Step items that require entry of a number.
Calendar Icon	Clicking it beside a date fields will pop up the calendar keypad
List Order	These buttons, they can vary slightly in appearance, are used to move items up and down on a list. For instance, when entering activities on a Visit Category Protocol, you can use these visits to control the order in which the activities are displayed.
Sign Button	Used to attach electronic signature to documents that can may need a signature.
Send Message Icon	Send a message or assign a task to a user or role.
View Messages Icon	View messages related to the current display, such as a visit or an order.

Other Controls Used Throughout the Application

Name	Example	How To Use
Radio Buttons		Click the circle to select the desired option.
VCR Buttons		Click to go to first item in a lookup list. Click to go to the top of the page currently displayed. Hold down the mouse button to scroll up a page at a time. Click to move up one item on the list. Hold down the mouse button to scroll up one line at a time. Click to move down one item on the list. Hold down the mouse button to scroll down one line at a time. Click to go to the bottom of the page currently displayed. Hold down the mouse button to scroll down a page at a time. Click to go to the very bottom of the list.
Check boxes		Check the box to select the item you want. Sometimes, the software checks boxes, depending on other items that you have selected in previous screens.
Dropdowns		Drop-down boxes allow you to select an item from a list. Click on the drop-down arrow on the right of the field to display the list, then click your choice.

Hyperlinks

Most hyperlinks transport you to another page. You can return to your location by using the BACK button at the top of the HELP window. Other hyperlinks, like this one, pop up the page on top of the page you are currently viewing. To exit from a pop-up display just click outside that window.