Getting Started

Home Screen Overview
The Home Screen makes it easy to quickly access all the key areas of your patient and agency information. 1  Main Menu The items on the menu w...
Thu, 16 May, 2024 at 6:56 AM
Care Management: Patient Care Providers Dashboard
This is where you can see the Care Providers that have been entered for the patient and add or remove them. The list of providers can be edited from the...
Wed, 24 Sep, 2025 at 12:07 PM
Video: Care Menu Overview
The Care Menu gives a clinician easy access to their active and discharged patients, the clinicians schedule, draft documents and messages.
Tue, 12 Apr, 2022 at 9:43 AM
"Care Management" menu
The Care Management menu is found in the Patient Dashboard and provides easy access to various activities in managing patient care. 
Wed, 24 Sep, 2025 at 12:04 PM
Care Management: Task List
This is a detailed list of the Tasks on the Patient Dashboard. Tasks notes can be edited here.  These tasks are related the same as the Automa...
Wed, 24 Sep, 2025 at 12:18 PM
Care Management: 48 hr Follow Up Tasks
This screen lists 48 hr Pain follow-ups that have been completed.  These follow-ups are listed in Compliance Monitor > Pain Quality Measure and this ...
Wed, 24 Sep, 2025 at 12:14 PM
Care Menu
The Care menu option is your dashboard for patients that are, or were previously assigned to you. Jump To: Assigned Tab Previously Assigned Tab D...
Thu, 20 Apr, 2023 at 5:26 PM
Patient Dashboard Overview
The Patient Dashboard provides easy access to all the patient's chart information and activities that need to be taken.  Access the Patient Dashboar...
Tue, 7 Mar, 2023 at 7:54 PM
Video: Patient Dashboard Overview
The Patient Dashboard provides easy access to the patient's chart and for creating documents and all patient activities.  Related article - Patient ...
Wed, 20 Apr, 2022 at 3:00 PM
Patients Menu
The Patient's menu is where you can find all current and discharged patients and you can search by various criteria.  Watch the video - Video: Patie...
Tue, 27 Sep, 2022 at 3:47 PM