• The Top Navigation Bar provides access to essential tools and settings for efficient navigation.

.

1. Profile & Settings

Click the Profile icon (top right) to manage:

• Profile: Update name, email, or profile picture.
• Professional Info: Add degrees, specialties (e.g., trauma, addiction), and certifications.
• Treatments & Modalities: Select services like CBT or Family Therapy.
• Patient Types & Age Preferences: Specify demographics (e.g., children, adults).
• Branches: List affiliated practice locations.
• Login: Update password or enable two-factor authentication (2FA).
  1. Notifications

The Bell icon displays real-time alerts for:

• New referrals.
• Appointment changes.
• Unread messages.

A red badge indicates unread notifications.   

1. 1. Settings

Access via Profile or Settings icon to configure:

• Terminology/Lexicon: Rename terms (e.g., “Patient” to “Client”).
• Locale: Set currency, time zone, and date/time formats.
• Appearance: Customize branding (admin permissions required).
• Authentication: Enable Multi-Factor Authentication (MFA).
• Features: Toggle module visibility based on role.
  1. Privacy Mode

Click the Eye icon to hide patient data during:

• Screen-sharing for technical support.
• Training sessions with colleagues.

Toggle off to restore visibility.

1. 1. Quick Calendar

The Calendar icon opens a slide-out panel to:

• Check therapist availability.
• Book sessions by selecting a date/time.
• View weekly schedules without leaving the current page.
  1. Creating a New Patient

To add a patient:

1. Click the Person icon on the Top Navigation Bar.
2. Select Create Patient.
3. Enter:
   • Full Name: Legal first and last name.
   • Date of Birth: For age verification.
   • Gender: Select or specify.
   • Contact Information: Phone and email.
   • Address: For billing/emergency purposes.   
4. Complete mandatory fields (marked with an asterisk).
5. Click Save or Submit

Best Practices:

• Verify contact details for accuracy.
• Use Notes to record initial observations or referral sources.
  1. Booking an Appointment

To schedule a session:

1. Click the Booking icon (notepad) on the Top Navigation Bar.
2. On the Appointment Booking Page, specify:
   • Patient: Select from the list.
   • Date and Time: Choose an available slot.
   • Therapist or Clinician: Assign the provider.
   • Appointment Type: E.g., Initial Consultation, Therapy Session.
   • Notes: Add patient-specific details (e.g., “Prefers virtual session”).
3. Review details.
4. Click Book Appointment.