| Part | What it is |
|---|
| Left: the buttons | One button for each screen or menu you may use. You see only the buttons of your role (see Who Can Use What), so your screen may have fewer buttons than a colleague's. The button you clicked last stays highlighted. |
| Top: the client | The name of the client you are working on. Every list and form works on this client. |
| Middle: the screen | The screen of the button you clicked (Clerk, Clinician, Finance, ...). Each screen is a set of small windows (lists): Insurance, Episodes, Alerts, and so on. |
| Right: Active Clients | A short list of active clients. Click a name to make it the current client. The Click To Sort heading changes which clients are listed (see Choosing a Client). |
| Button | What it does |
|---|
| Client | A menu: search for a client, view / edit / add a client, the client's eSignatures, testing and images. See the Client chapter. |
| Clerk | The front desk screen: insurance, Episodes of Care, authorizations, alerts, contacts, client status, reminders. See the Clerk chapter. |
| Clinician | Diagnoses, encounters (progress notes), medications and prescriptions, testing, discharge. |
| Finance | Encounters to bill, invoices (claims), payments, financial reports. |
| IOP | Intensive Outpatient Program: modules and drug testing. |
| QA | Quality Assurance: client, employee and facility incidents, client follow-ups. |
| Supervision | For supervisors: work waiting for review, supervisees, their clients and contacts. |
| Facility | A menu: Facility definitions, reports, graphs, audit trail, printing encounters. |
| Budget | The facility's budgets and accounts. |
| Admin | Locations, referral sources, agencies, insurance carriers and the lookup tables. |
| System | Employees (users): registration, passwords, licenses, eSignatures and more. |
| User | A menu about you: My Reports, My eSignature, Continued Education, Licenses/Certifications, Current Login, Logout. |
Moving between screens keeps the client. If you are on the Clerk screen with client Jane Doe and click Clinician, the Clinician screen shows Jane Doe's data. On the Clinician, Finance and IOP screens, when the client has only one active Episode of Care you may open, it opens by itself.