Quick Navigations- Shortcuts
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
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:
Step-By-Step Tutorial - Organization/Team Quick Navigation:
- From a patient profile, select the Organizations icon
- Assigned Organizations will show; select the appropriate option
Note: you're able to complete this step for teams as well
Patient Profile Quick Actions
Step-By-Step Tutorial - Extended Shortcut Menu:
- 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
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.
