Main screen navigation with UI Refresh

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.

1. The Home Banner:Client Section
   1. Add a new record (Client/Staff/Service/School/Funding Source)
   2. Edit an existing record (Client/Staff/Service/School/Funding Source)
   3. Remove a record (Client/Staff/Service/School/Funding Source)

   Show Section

   4. Show terminated/inactive records

   Font Size Section

   5. Select the desired font size

   Scheduling Section

   6. Selected Schedule
   7. My Schedule
   8. Scheduling Genie
   9. Scheduling Matrix
   10. Release Downloaded Appointments
   11. Reconcile Different Guardian Reported times
   12. Attendance Reports

   Report Section

   13. Flexible Reporting

   Contacts Section

   14. Address Book

   Profile Section

   15. User Account

   Have an Idea? Section

   16. Submit and vote on proposed future feature for NPAWorks
   17. Close and unpin the banners
2. The Settings Banner:
   1. Appointment Status Types
   2. Credentials
   3. Customized Lists
   4. HR Management
   5. Non-service Days
   6. Organization
   7. Organize Teams
   8. Parent Portal
   9. Scheduling Genie Attributes
   10. System Security
   11. User Account
   12. Close and unpin the banners
3. The Billing Banner:Insurance Section
   1. Claims Manager

   Invoices Section

   2. Invoices
   3. ATAP Invoices
   4. Invoice Manager

   Billing Reports Section

   5. Attendance Reports
   6. Staff Clearance Forms
   7. Billing Summaries

   Monthly Billing Section

   8. Generate Monthly Billing
   9. Close Monthly Billing
   10. Close and unpin the banners
4. The Reporting Banner:
   1. Flexible Reports
   2. Verification Forms
   3. Contract Summaries

   Blank Forms Section

   4. Notification of Schedule Modification Blank Form
   5. Notification of Substitute Therapist Blank Form
   6. Client Request for Schedule Change Blank Form
   7. Close and unpin the banners
5. The Help Banner:
   1. About NPAWorks
   2. Access the NPAWorks Knowledge Base
   3. Close and unpin the banners