The left menu

What it is

The dark menu down the left side of every page after you sign in. It is pinned to the window from top to bottom: it stays where it is while the page scrolls. If the menu is longer than your screen, the list of links scrolls inside it. On a tablet or phone (a window narrower than 1,080 pixels) it becomes a dark strip across the top with the page links on one row you swipe sideways; the queue lines described below are not shown there, and the Dashboard shows the queue cards instead.

What it shows, top to bottom

• Your clinic's logo (or the first letter of your clinic's name in a small square if there is no logo yet) and your clinic's name. Clicking it opens the Dashboard. The owner or admin sets the logo and name on Account → Branding.
• Under the clinic name, which product you are in: Prescripta Membership Management or Prescripta Clinic Manager. On Prescripta's test site it also carries a red STAGING label.
• Page links, each with a small icon:
  • Dashboard: everyone.
  • Members: everyone (Clinic Manager clinics see Patients).
  • Memberships: a heading with the membership queues under it (it has no page of its own; clicking it opens or folds its queues). Shown while membership management is on and at least one membership queue is showing.
  • Appointments, Tasks, Labs: when your plan includes them and your role may see them.
  • Pharmacy: only if your plan includes Pharmacy e-ordering and your role has "Stage a prescription for the pharmacy (prepare, not send)".
  • Refill requests: when your plan includes them.
  • Payments: when your clinic has a payment source and your role has View payments.
  • Fax: only if your plan includes Fax prescriptions and your role has "Send faxes and manage fax contacts (fax add-on)" or "Open received faxes and mark them handled (fax add-on)".
  • Alerts: everyone.
  • Tools: when your plan includes them; the five tools are listed under it.
  • Under a thin line: Admin and Account: only with "View settings".

The page you are on shows as a solid pill in your clinic's color.

• The queues under a page. A page that has work queues shows a small arrow (▸) at the right. Click the arrow, or the page itself, and its queues open under it, each with a colored dot, its name and its count. Click a queue to open its list. One page's queues are open at a time. These are the same queues, with the same counts and the same rules, as the Dashboard cards: a queue the clinic switched off, one you hid, or one that hides at zero while it is zero, is not listed. Under each page, what is overdue comes first, then what is due, then the rest.
• The numbers. Every count sits in one column, so they line up. The number beside a page is how many items under it are overdue or due (red when something is overdue, amber when things are only due); the long "Not seen" list is not added in. Fax shows received faxes nobody has handled, Alerts shows open alerts. The numbers refresh about once a minute.
• Fold menu (bottom of the menu): folds the menu to a narrow strip of icons so a list has more room; the small arrow opens it again. The choice is saved to your account, so it stays that way and follows you to another computer. Folded, the queue lines are hidden, and an opened queue shows its sister queues as a row of tabs across the top instead.
• At the bottom: the account menu, a round button holding your initials with your name and role next to it, for example "Jane Smith · nurse" (during a Prescripta support visit it reads "Prescripta support" instead of a role). Click it to open a short menu:
  • Switch clinic: a list of your other clinics, only if your login belongs to two or more.
  • Sign out.

The menu closes when you pick something, press Esc, or click anywhere else.

Sign out

Open the account menu (your name at the bottom of the left menu) and click Sign out to end your session right away. You go back to the sign-in page. Always sign out on a shared computer.

The clinic switcher

What it is: the Switch clinic list inside the account menu (your name at the bottom of the left menu). Each choice shows the clinic name and your role there, like "Sunrise Wellness · admin", plus (demo) for a demo clinic. The clinic you are in is not listed.

How to use it: open the account menu and click another clinic. The portal opens that clinic's Dashboard.

What happens:

• You do not type your password or code again.
• Your sign-in window keeps counting from your real sign-in. Switching does not give you more time.
• The switch is written to the audit log.
• If the switch is refused (for example your access there was just turned off), you stay where you were.
• The switcher is hidden during a Prescripta support visit (support leaves with Exit to tenant manager on the blue banner).

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Questions people ask

Q: I don't see Admin or Account in the account menu.

A: Your role does not have "View settings". By default nurse and staff don't. Ask the owner.

Q: I don't see Pharmacy (or Fax) in the menu.

A: Either your plan doesn't include it, or your role lacks the permission. Check Account → Your subscription for the plan, and Admin → Roles for the permission.

Q: Where is the clinic switcher?

A: It only appears when your login belongs to two or more active clinics.

Q: Does switching clinics sign me out of the first one?

A: You can only be in one clinic at a time in a browser. Switching moves you to the other clinic. Switch back any time.

Q: The Alerts number didn't go down right away.

A: The badges refresh about once a minute.