Home Page & Navigation

All items that require your attention will display in this central location.  

Home.png

 

From here, you can Search for clients and products, see all your open tasks, add new Clients and Prescriptions, and navigate to other parts of the app.  You can filter down the Feed by using the search bar or toggling the Filters.  Expand a Task to get more information and take action.  Manage the Workflow Status for a task right from the feed.  Start new actions from the yellow Add Button.

To expand the navigation, click the three lines in the upper left corner.

Left_Navigation.png

 

The navigation is set up to remember your last state, so it will remain open until you close it or closed until you open it. It will retain its state across sessions.