Icon Menu

Icon Menu

Top Right Icons

The Icon Menu is located on the top right of your screen and features Shortcut Icons commonly used System functions.

The available Icon Menu items are available based on your Permissions.

In order of left to right:

Icon
Description

Home Dashboard

 Takes you to the Home Dashboard

Switch Between Practices

 Allows you to Switch Practices. This icon only shows if you have multiple practices.

Patient

 Opens the Patient Lookup screen

Estimate Patient Responsibility

 Opens the Estimate Patient Responsibility pop-up window. *This is a premium add-on feature.

Scheduling

 Takes you to the Scheduling Calendar

Administrative Tools

 Takes you to the Admin Dashboard (Access controlled by Permissions)

Favorites

 Takes you to My Stuff - Favorite Links.

Support

 Opens the Support pop-up window for administrator information and to submit a ticket.

Need Help?

 Opens the Show Me How screen.

Share Screen

 Allows you to Share your screen for meetings or support.

Exit

 Logs you out of your system.


    • Related Articles

    • General Navigation Overview

      Primary Menus This section gives an overview of navigating the System. First time users should use this section in coordination with their training. New Employees can use these topics to familiarize themselves with the System. Getting a good ...

    • Top Menu Calendar Navigation

      Hide the Left Side Menu To hide the left side Navigation panel, select the green arrow above the Display Profile. To display after hiding, hover over the left side of the Scheduling Screen. To make the menu display all the time, hover over the left ...

    • General Navigation Articles

      General Navigation Overview Customization Customize User Profile Hide or Collapse the Left Side Menu Data Entry Tips Icon Menu Shortcuts Navigation Box Shortcuts (Go-Cuts) Keyboard Shortcuts Show Me How/Help Topics

    • Hide or Collapse the Left Side Menu

      To expand the working area of all screens, the Left Side Menu is collapsible. Access to the ‘Go-Cut’ box is retained. Hide the Left Side Menu The green arrow used to hide the panel appears when your mouse hovers over the Left Side Menu. Click the ...

    • Customize User Profile

      My User Profile Customize your User Profile/Change Password. Do not forget to Save the screen after making changes. This only affects your screens. Select your Username at the top of the page to the right of the Practice Name. User ...