Wiki source code of Top Navigation Bar

Last modified by Maham Khan on 2025/06/28 18:31
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1 * The Top Navigation Bar provides access to essential tools and settings for efficient navigation.
2
3 [[ Figure 2: Top Navigation Bar>>image:22.png||height="330" width="659"]]
4
5 .
6
7 ~1. Profile & Settings
8
9 Click the Profile icon (top right) to manage:
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11 * Profile: Update name, email, or profile picture.
12 * Professional Info: Add degrees, specialties (e.g., trauma, addiction), and certifications.
13 * Treatments & Modalities: Select services like CBT or Family Therapy.
14 * Patient Types & Age Preferences: Specify demographics (e.g., children, adults).
15 * Branches: List affiliated practice locations.
16 * Login: Update password or enable two-factor authentication (2FA).
17 *1. Notifications
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19 The Bell icon displays real-time alerts for:
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21 * New referrals.
22 * Appointment changes.
23 * Unread messages.
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25 A red badge indicates unread notifications.  
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27 1.
28 11. Settings
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30 Access via Profile or Settings icon to configure:
31
32 * Terminology/Lexicon: Rename terms (e.g., “Patient” to “Client”).
33 * Locale: Set currency, time zone, and date/time formats.
34 * Appearance: Customize branding (admin permissions required).
35 * Authentication: Enable Multi-Factor Authentication (MFA).
36 * Features: Toggle module visibility based on role.
37 *1. Privacy Mode
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39 Click the Eye icon to hide patient data during:
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41 * Screen-sharing for technical support.
42 * Training sessions with colleagues.
43
44 Toggle off to restore visibility.
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46 1.
47 11. Quick Calendar
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49 The Calendar icon opens a slide-out panel to:
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51 * Check therapist availability.
52 * Book sessions by selecting a date/time.
53 * View weekly schedules without leaving the current page.
54 *1. Creating a New Patient
55
56 To add a patient:
57
58 1. Click the Person icon on the Top Navigation Bar.
59 1. Select Create Patient.
60 1. Enter:
61 1*. Full Name: Legal first and last name.
62 1*. Date of Birth: For age verification.
63 1*. Gender: Select or specify.
64 1*. Contact Information: Phone and email.
65 1*. Address: For billing/emergency purposes.  
66 1. Complete mandatory fields (marked with an asterisk).
67 1. Click Save or Submit
68
69 [[ Figure 3: Creating a New Patient>>image:33.png||height="338" width="670"]]
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71
72 Best Practices:
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74 * Verify contact details for accuracy.
75 * Use Notes to record initial observations or referral sources.
76 *1. Booking an Appointment
77
78 To schedule a session:
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80 1. Click the Booking icon (notepad) on the Top Navigation Bar.
81 1. On the Appointment Booking Page, specify:
82 1*. Patient: Select from the list.
83 1*. Date and Time: Choose an available slot.
84 1*. Therapist or Clinician: Assign the provider.
85 1*. Appointment Type: E.g., Initial Consultation, Therapy Session.
86 1*. Notes: Add patient-specific details (e.g., “Prefers virtual session”).
87 1. Review details.
88 1. Click Book Appointment.
89
90 [[ Figure 4: Booking an Appointment>>image:44.png||height="318" width="670"]]
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93 Tips:
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95 * Check availability via the Calendar panel.
96 * Include detailed notes for clinician preparation.
97 * Ensure appointment type matches session purpose.
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99
100 \\

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