Quick Navigations- Shortcuts

Updated by Niki Budd

Quick Navigations - Shortcuts

Quick Navigations are intended to help decrease clicks and save time. We have quick actions that will revert you to the organization and teams quickly, as well as shortcut menus that will help you quickly navigate to the task at hand.

Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. And this tutorial is going to show you the quick navigations that you'll find throughout the platform. 00:07: It's not uncommon for a provider to be documenting on a patient profile and need to quickly revert back to the overarching organization to quickly navigate back to the organization under the patient profile select the organization's icon. 00:21: A box will now populate for the organizations that you can navigate back to select the organization you'd like to go back to 00:28: Now let's select that patient profile again 00:31: If you'd quickly like to navigate to the associated teams now select the team's icon 00:37: You will now see the associated team so this patient is related to click on the team to navigate to that page 00:43: You will now see I've navigated to the team's patient listing 00:47: Lastly if you'd like to navigate back to your homepage you can select the home icon 00:52: Anywhere, you see the three dots within healthy roster. You can click on this open and extended shortcut menu to navigate you quickly from one location to another with less clicks. 01:02: Opening the ascendant menu will then show you the options that you can quickly navigate to? 01:07: If you have questions or need more help please visit the help tab on the left navigation or reach us directly at help@healthyroster.com

Step-By-Step Tutorial - Organization/Team Quick Navigation:
  1. From a patient profile, select the Organizations icon
  2. Assigned Organizations will show; select the appropriate option
    Note: you're able to complete this step for teams as well
Step-By-Step Tutorial - Extended Shortcut Menu:
  1. The three dots to the right of an item will open the extended shortcut menu. Selecting an item from the shortcut menu will navigate you directly to that location

Patient Profile Quick Actions - Legacy

You can now access an extended shortcut menu that allows you to move from one location to another with less clicks. You can access this by clicking the three dots to the right of the individuals name.

Patient Profile Quick Actions - 2.0

You can now access an extended shortcut menu that allows you to move from one location to another with less clicks. You can access this by clicking the three dots to the right of the individuals name.


How did we do?


Powered by HelpDocs (opens in a new tab)