Everyday Basics
Home, tasks, notifications, and messages — the parts everyone uses.
9 articles
- Read your home dashboardWhat the tiles mean for your role and where each one takes you.
- Get around the appThe sidebar, the ⌘K command menu, patient search, and keyboard shortcuts.
- Work your tasksFind, filter, complete, and reassign the tasks routed to you.
- Patient journey timelineA cross-role timeline from referral through visits, orders, signatures, billing, and recertification.
- Task routing, filters, and statusesUse role routing, filters, grouping, tabs, and status controls on the task list.
- Task ownership by roleTask ownership by role and escalation path.
- Stay on top of notificationsThe bell, what arrives there, and how to tune what you get.
- Send and receive messagesConversations, folders, and starting a new message from Communication.
- Your account and securityProfile, password, two-factor, active sessions, and account deactivation.