The Provider Overview page serves as the landing page for most vendor users. Here, vendors can add register clients, add billable services, run reports, etc.
Users with read-only access to the Provider Overview page can see activity across that provider, however, they will not be able perform tasks which create, remove or edit data for that provider.
The Provider Overview page may not look the same for all vendor users. There are several configurations/layout possibilities for this page, as different programs/projects have different needs.
When on the Provider Overview page, a user is considered “within the context of that provider”. All actions taken and data displayed will be scoped to the corresponding provider.
Side Navigation Menu
The Side Navigation Menu allows users to select different programs to which they have access, within the context of the provider.
Overview (tab)
The Overview tab is made available for most financial and/or client-based programs/projects. Users with access to this tab will see an Overview Tracking Section, a Client Tracking Section, or both.
Overview Tracking
The Overview Tracking section will contain financial and report tiles.
When a user clicks on a financial tile, they will be brought to the Invoices List, where the status filter will default to match that of the tile used to access the list.
The Invoices List, when accessed via Provider Overview page, will only display invoices within the context of that provider.
Client Tracking
The Client Tracking section will contain client-specific tiles.
When a user clicks on a client-specific tile, they will be brought to the corresponding client list.
Program (tab)
The Program tab(s) is made available for all providers. The name of the program(s) to which the user has access is displayed in the Side Navigation Menu.
Within this tab, users will see a Program Tracking section. If the program is financial, users will also see the Project List for that program.
Program Tracking
Project List
Location Drop-down Menu
The Location Drop-down Menu will appear below the Side Navigation Menu, if the user has access to multiple locations (within the context of the provider) for the program selected in the navigation menu.
Top Navigation Menu
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