Help Center Membership Management: Fax, alerts, audit log and plans The left menu and account menu (every page)
The left menu and account menu (every page)
What it is
The dark menu down the left side of every page (since 11/10/2026), pinned to the window so it never scrolls away. It holds your clinic's logo (or the first letter of its name), the clinic name with the product under it, the page links with their queues under them, Admin and Account, Fold menu, and at the bottom the account menu (your initials and name) with Switch clinic and Sign out. On a tablet or phone it is a dark strip across the top with the page links on one row that scrolls sideways. Its colors follow the scheme your clinic picked under Account → Branding.
What is in it, top to bottom
| Item | What it does | Who sees it |
|---|---|---|
| Clinic logo (or the first letter of the clinic name) and the clinic name | Click it to go back to the Dashboard. The logo and name come from Account → Branding. | Everyone |
| Dashboard | The home page: the four big cards and the Quill summary. | Everyone |
| Members (Clinic Manager: Patients) | The list of patients and memberships. Its queues (follow-ups due, new patients and so on) open under it. | Everyone |
| Memberships | A heading for the membership queues (payment failed, frozen, EMR differs and so on). It has no page of its own. | While membership management is on |
| Pharmacy | The prescription queue: Due for reorder, Awaiting approval, Sent, Shipping, Found at the pharmacy. The prescription queues open under it. | Only when the clinic has Pharmacy e-ordering AND your role has Stage a prescription for the pharmacy (prepare, not send) |
| Payments | Membership payments made and received, and (with a card processor) its subscriptions to confirm. The billing queues open under it. | Clinics with a payment source, and only people with View payments |
| Fax (with a number) | The Fax page. The number is how many received faxes nobody has marked handled. | Only when the clinic has eFax (a $19 add-on on either plan) AND your role has Send faxes and manage fax contacts or Open received faxes and mark them handled. The number shows only if you have Open received faxes and mark them handled. |
| Alerts (with a number) | The Alerts page. The number is how many alerts are open right now. | Only people with View alerts (every role has it; it is always on) |
| Tools | The Tools page; the five tools are listed under it. | When the plan includes Tools |
| Admin and Account (under a thin line) | Admin: Settings, Users, Roles and the Audit log. Account: your plan, billing link, branding and support. | Roles with View settings |
| Fold menu | Folds the menu to a strip of icons; saved to your account. | Everyone |
| Account menu (your initials and name, at the bottom) | Shows who is signed in, for example Jane Doe · nurse (when Prescripta support is inside your clinic it says Prescripta support instead of a role). Click it for Switch clinic (when your login belongs to two or more clinics) and Sign out. Closes on Esc or a click elsewhere. | Everyone |
Note: the Alerts link (and its number) only shows for people with View alerts. Every clinic role has it, and it cannot be turned off in Admin → Roles, so all clinic staff see the link.
The numbers
- Every number in the menu sits in one column. The number beside a page with queues is how many items under it are overdue or due: red when something is overdue, amber when things are only due.
- The numbers refresh on their own about every 60 seconds while the portal tab is in front, and every time you load a page. A tab that is hidden behind another one (or a minimized window) pauses; the numbers catch up the moment you come back to it.
- They are counts only. Refreshing them is not an audit event, the audit log records Opened the Alerts page only when someone opens it.
- If a number is 0, no number shows.
- The Fax number counts received faxes that are not marked handled. It does not count faxes you sent.
The clinic switcher
- It is the Switch clinic list inside the account menu (your name at the bottom of the left menu), and it shows only if your one login (e-mail, password and authenticator) belongs to more than one clinic.
- Each choice shows the clinic name, your role there (for example · admin), and (demo) for a demo clinic. The clinic you are in is not listed.
- Click a clinic and the portal moves you to that clinic's Dashboard. If the switch is refused, you stay where you are.
Banners that can show above the page
Sign-in time banner
Text: Your sign-in reaches [time length] at [clock time], you will be signed out then. Sign in again now to keep working without interruption. with a Sign in again button.
- It shows 5 minutes before your sign-in window ends.
- The sign-in window is the clinic's setting Admin → Settings → Sign-in & sessions → Re-confirm identity for admin changes after (default 60 minutes, from 10 to 240 minutes).
- When the time runs out, the portal signs you out by itself and shows the sign-in screen. Unsaved Settings changes are kept so you can finish them after you sign in again.
- Click Sign in again to do it now, at a time that suits you.
Support banner
Text: Support session, Prescripta ([name]) inside [clinic]. Full rights; every action is recorded in this clinic's audit log.
- Only the Prescripta support person sees this banner, while they are inside your clinic to help you.
- Everything they do is written to your Audit log with a Prescripta support tag.
- The Exit to tenant manager button takes them back to Prescripta's own screens.
Demo clinic banner
Text: DEMO CLINIC, every patient here is fictional; the pharmacy, fax and EMR are stand-ins. Nothing leaves the portal.
- Shows on every page of a demo clinic. See "The demo clinic" below.
"No role assigned" screen
If your login exists but has no role in the clinic, you see No role assigned and Your account exists but has not been given a role yet. Ask an administrator to assign one, then sign in again. Ask your owner or admin to give you a role on the Users page, then sign in again.
Pages you cannot open
If you type the address of a page you are not allowed to use (for example /fax without fax permission), the portal quietly sends you to the Dashboard.
Questions people ask
Q: I don't see the Fax menu. Why?
A: eFax is an add-on ($19 a month on either plan). If your clinic has it, check that your role has Send faxes and manage fax contacts or Open received faxes and mark them handled (Admin → Roles). If neither is true, the menu item is hidden.
Q: I don't see Pharmacy in the menu.
A: Your clinic needs Pharmacy e-ordering (every plan has it), and your role needs Stage a prescription for the pharmacy (prepare, not send). Front-desk "staff" do not have it by default.
Q: I don't see Admin or Account.
A: Both need View settings. Owners, admins and providers have it by default. Nurses and staff do not.
Q: The Alerts number in the left menu is different from the Dashboard.
A: The Alerts badge counts every open alert (overdue reorders, reorders coming due, pending approval, failed payments and not-reached follow-ups all together). Dashboard cards count one kind each. Also, the badge refreshes every 60 seconds, so it can lag a page reload by up to a minute.
Q: Why was I signed out after an hour even though I was working?
A: Your sign-in lasts as long as the clinic's Re-confirm identity for admin changes after setting (default 60 minutes). Five minutes before the end you see a yellow banner. An owner or admin can raise it up to 240 minutes in Admin → Settings → Sign-in & sessions. Separately, every session ends 10 hours after sign-in, and you are signed out after the idle time set there (default 15 minutes of no activity).
Q: I belong to two clinics. Do I need two passwords?
A: No. One e-mail is one login. Open the account menu (your name at the bottom of the left menu) and use Switch clinic to move between clinics.
Q: What does "Prescripta support" next to a name mean?
A: Someone from Prescripta is inside your clinic helping you. They are not one of your users and do not count toward anything. Every action they take is in your Audit log.