Navigate the Main Screen of NPAWorks with the UI Refresh
This document will instruct the user how to navigate and find all the buttons on the new main screen of NPAWorks.
- The Home Banner:
Client Section
- Add a new record (Client/Staff/Service/School/Funding Source)
- Edit an existing record (Client/Staff/Service/School/Funding Source)
- Remove a record (Client/Staff/Service/School/Funding Source)
Show Section
- Show terminated/inactive records
Font Size Section
- Select the desired font size
Scheduling Section
- Selected Schedule
- My Schedule
- Scheduling Genie
- Scheduling Matrix
- Release Downloaded Appointments
- Reconcile Different Guardian Reported times
- Attendance Reports
Report Section
- Flexible Reporting
Contacts Section
- Address Book
Profile Section
- User Account
Have an Idea? Section
- Submit and vote on proposed future feature for NPAWorks
- Close and unpin the banners
- The Settings Banner:
- Appointment Status Types
- Credentials
- Customized Lists
- HR Management
- Non-service Days
- Organization
- Organize Teams
- Parent Portal
- Scheduling Genie Attributes
- System Security
- User Account
- Close and unpin the banners
- The Billing Banner:
Insurance Section
- Claims Manager
Invoices Section
- Invoices
- ATAP Invoices
- Invoice Manager
Billing Reports Section
- Attendance Reports
- Staff Clearance Forms
- Billing Summaries
Monthly Billing Section
- Generate Monthly Billing
- Close Monthly Billing
- Close and unpin the banners
- The Reporting Banner:
- Flexible Reports
- Verification Forms
- Contract Summaries
Blank Forms Section
- Notification of Schedule Modification Blank Form
- Notification of Substitute Therapist Blank Form
- Client Request for Schedule Change Blank Form
- Close and unpin the banners
- The Help Banner:
- About NPAWorks
- Access the NPAWorks Knowledge Base
- Close and unpin the banners