Schedule & Appointment Navigation with UI Refresh

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Navigate Schedule & Appointment windows in 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 screenshots in this document will use a staff schedule as an example, but the navigation buttons will be the same for both client and staff schedule.

  1. The Schedule Banner:Staff Schedule Section
    1. Save changes.
    2. Save & Close schedule.
    3. Refresh All to discard unsaved changes.
    4. Close schedule & discard unsaved changes.

    Schedule Section

    1. Validate schedule for errors.

    Appointment Section

    1. Add Appointment.
    2. Edit Appointment.
    3. Remove Appointment.

    Availability Section

    1. Add Availability.
    2. Edit Availability.
    3. Remove Availability.

    Review Section

    1. Services Action.
    2. Payroll Time & Travel Mileage.

    Print Section

    1. Preview schedule printout.
    2. Options for printing schedules.

    Help Section

    1. Legend for appointments.
    2. Close and unpin the banner.
  2. The Appointment’s General Banner:Unlabeled Section
    1. OK – Save changes & close Appointment.
    2. Cancel – Discard changes & close Appointment.
    3. Remove Appointment.

    Appointment Section

    1. Guardian Verification.

    Help Section

    1. Help.
    2. Close and unpin the banner.
  3. The Appointment’s Service Action Banner:Unlabled Section
    1. OK – Save changes & close Appointment.
    2. Cancel – Discard changes & close Appointment.
    3. Remove Appointment.

    Service Section

    1. Select a Service.
    2. Remove current Service.

    Help Section

    1. Help.
    2. Close and unpin the banner.
  4. The Appointment’s Insurance Billing Banner:Unlabeled Section
    1. OK – Save changes & close Appointment.
    2. Cancel – Discard changes & close Appointment.
    3. Remove Appointment.

    Help Section

    1. Help.
    2. Close and unpin the banner.
  5. The Appointment’s RBT Supervision Banner:Unlabeled Section
    1. OK – Save changes & close Appointment.
    2. Cancel – Discard changes & close Appointment.
    3. Remove Appointment.

    Help Section

    1. Help.
    2. Close and unpin the banner.

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