Navigation Pane

Updated: 10/22/2025|Views: 1642

Use the Navigation pane on the left side of the Desktop Application (PM) dashboard to access shortcuts for frequently used options and windows that are currently open.

Navigation Pane

  • The Navigation pane is comprised of two sections.
    1. Shortcuts: Offers quick access to some of the most commonly used options.
      Note: Available options varies based on the user's permissions.
      • Home: Click to return to the Practice Home window from any currently open window.
      • Patients: Click to open the Find Patient window.
      • Appointments: Click to open the Daily Calendar window.
      • Encounters: Click to open the Encounters Home window that provides the Encounters menu list of options with brief descriptions.
      • Documents: Click to open the Find Document window.
      • Tasks: Click to open the Find Task window.
      • Messages: Click to open the Messages window also known as the Message Center.
      • Reports: Click to open the Reports Home window that provides the Reports menu list of options with brief descriptions.
      • Settings: Click to open the Settings Home window that provides the Settings menu list of options with brief descriptions.
      • Solution Center: Availability depends on the customer account type. Click to open the Solution Center window to review and browse various offerings available in the Tebra platform stack.
      • Help & Support: Click to access the online Tebra Help Center.
    2. Open Windows: Lists all windows currently open. Click to toggle between windows.
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