The Navigation Bar at the bottom of a clinical document will provide you with quick access to relevant areas of the system.
| 1 | ! | This exclamation point is used if you are ever unable to save a clinical document. See Unable to Save Clinical Document. |
| 2 | This icon will allow you to set up a manual workflow for this clinical document. For more information on manual workflows, please send a case to Customer Support. | |
| 3 | This drop-down menu will give you the option to print a PDF for this clinical document. Choose the name of the document. | |
| 4 | Show blanks | If there are hidden items within the online document that are controlled by a radio button or checkbox, checking this box will make those hidden items visible on the print view. |
| 5 | Autosave | If there are any required fields in the clinical document, once all of them are filled in, the document will autosave at the interval entered here. |
| 6 | Tabs | If this box is checked, the view of the clinical document will separate into tabs: Main, containing the information at the top and Form, containing the body of the clinical document. |
| 7 | White | Checking this box will change the background of the clinical document to white. |
| 8 | log | This link will provide you with a log of who has accessed and modified this document. |
| 9 | diagnoses | This link will open the Change Diagnosis window. The information here can be a reference for the user. A diagnosis added here would also update the Clients module > Diagnoses tab. |
| 10 | client | This link will open the client's profile in the Clients module. |
| 11 | dashboard | This link will open the client's dashboard. |
| 12 | medication | This link will open the Medication module. You will only see this link if your agency uses the Medication module. |
| 13 | documents | This link will open the Documents module. |