Navigation and Main Menu Access

The CliniConnects main menu is the primary navigation tool used to access the platform’s core modules and daily workflows. From the dashboard, users can open the Burger Menu (≡) to move between operational, administrative, and financial sections based on their access permissions.

Purpose of Navigation and Main Menu Access

CliniConnects uses a centralized menu structure to help users access major sections of the platform from one place. This supports movement between patient workflows, staff management, reporting, configuration, and financial functions without needing separate entry points for each area.

Core Capabilities

1. Centralized Module Access

The burger menu provides a single navigation point for opening the system’s main sections and management areas.

2. Role-Based Navigation

Users see and access modules based on their role and permissions. The platform includes different sections for Super Admins, Admins, Employees, and Clinicians depending on access scope.

3. Access to Operational Modules

The main menu allows users to open core workflow sections such as Intake, Assigning Lists, Recruitment, History, Reports, and other patient-related operational areas.

4. Access to Administrative Modules

The menu also supports access to sections such as Agencies, Clinicians, Clinician Credentials, Employees, Offices, Settings, and Types.

5. Access to Financial Modules

Users with the appropriate permissions can access Payroll, Billing, Billing Codes, Agency Pricing Template, and QuickBooks Connection from the main menu.

6. Switch Company Access

Users with access to multiple companies can use the Switch Company function to move between available company workspaces.

Main Menu Areas

The main menu provides access to major platform sections, including:

• Intake

• My Assigning List

• Overall Assigning List

• No Assigner Designated

• On-Hold List

• Finished / Needs Paperwork List

• History

• Reports

• Agencies

• Clinicians

• Clinician Credentials

• Employees

• Offices

• Settings

• Payroll

• Billing

• Billing Codes

• Agency Pricing Template

• QuickBooks Connection

• Types

• Switch Company

Who Should Use This Feature?

Navigation and main menu access is relevant to most CliniConnects users because it is the primary method for moving around the platform.

1. Super Admins

Super Admins use the main menu to access company-wide administrative, financial, reporting, and configuration areas.

2. Admins

Admins use the menu to move between patient operations, staff management, clinician workflows, and financial records.

3. Healthcare Employees

Healthcare employees use the menu to access workflow areas related to intake, assigning, recruitment, and other daily coordination tasks, depending on role.

4. Clinicians

Clinicians use the menu options available to their role to access the parts of the platform related to appointments, invoices, visits, calendars, schedules, and company switching.

How Navigation and Main Menu Access Works

After login, users land on the dashboard and use the burger menu to open the section they need. Available menu options depend on the user’s access rights and responsibilities within the platform.

Best Practices

• Use the burger menu as the main access point for platform sections.

• Open only the modules relevant to your role and current workflow.

• Use Switch Company only when you need to move between company workspaces you are authorized to access.

If your organization needs a clear and centralized way to move across operational, administrative, and financial modules, CliniConnects provides that structure through its main menu and dashboard-based navigation.