Quick Access Icons
User Menu
The User Menu gives you access to common account activities, such as changing offices or logging out of your account. It also shows you what kind of account you are logged into and which office you are currently logged into.
Documents
The Documents icon gives you access to your documents area, which hosts all your uploaded documents and faxes.
Calendar
The Calendar Icon will give you access to your calendar for scheduling patient appointments and other events.
Task List
The Task List icon gives you access to a simple to-do list feature.
Messenger
The Messenger icon will open up an in-office messenger you can use to communicate with your staff.
Scratch Pad
Practitioner accounts only: The Scratch Pad is a feature that is only available when you’re logged in as a practitioner. It provides a safe place to enter information about your practice or specific patient notes that are not considered part of the medical record. This area is not shared with anyone and will not be part of any audit package.