Navigating the Platform

The side menu

Menu	What you find there
Dashboard	Home screen: your next appointments and the follow-ups waiting for you
Follow-ups	All your follow-ups, split into Scheduled, To handle and Closed
Calendar	Appointments, reminders and bookable slots, in list or day/week/month view
Contacts	Your patients and collaborators, split into Patients, Practitioners and All

The menu can be collapsed with the arrow next to the logo, to give more room to the content.

The dashboard

Two blocks make up the home screen:

• Upcoming Appointments — your scheduled appointments, most imminent first. The Join button appears on each one; the next appointment is highlighted with Join Now when its start time approaches.
• Follow-ups to handle — open follow-ups with no upcoming appointment. Use it as a to-do list: either schedule the next appointment, or close the file.

The header

• + New Follow-up — creates a follow-up from anywhere in the application
• Notifications (bell) — new messages, appointment changes, incoming calls. Mark all read clears the badge
• the question-mark button — replays the getting-started guide
• Your name — opens the menu with My Profile and Sign out

Statuses at a glance

Follow-ups and appointments both carry a status badge.

Object	Status	Meaning
Follow-up	Active	Open — chat and appointments are available
Follow-up	To handle	Open but with no upcoming appointment
Follow-up	Closed	Finished; read-only, and subject to the retention delay
Appointment	Draft	Created but not sent to participants
Appointment	Scheduled	Confirmed, invitations sent
Appointment	Completed	The meeting took place
Appointment	No show	Nobody, or not enough participants, joined
Appointment	Cancelled	Called off; participants were notified

Completed and no-show are set automatically after online appointments, unless your administrator disabled that behaviour. You can always override them by hand from the appointment's More actions menu.