Dashboard Overview
Getting Started
The Support Dashboard is your central command center for helping members with their healthcare needs. Understanding its layout and navigation will make you more efficient and effective in your support role. This guide covers everything from basic navigation to advanced features available at your support tier level.
Main Navigation Areas
The dashboard is organized into four primary navigation areas, each serving specific support functions:
- Active member statistics
- Support case overview
- Recent activity feed
- Top procedures and searches
- Quick action shortcuts
- Performance metrics
- Team activity summary
- Employer group management
- Engagement tracking
- Group configuration
- Mass enrollment tools
- Reporting and analytics
- Benefits coordination
- Communication management
- Member search and lookup
- Profile management
- Support history
- Session recordings
- Impersonation tools
- Document management
- Communication tracking
- Widget configuration and management
- System announcements
- Tag management and organization
- Health card configuration
- QPA (Qualified Payment Amount)
Configuration Management Details
The Configuration Management area provides access to several key system administration functions:
Configuration Tools
Configure dashboard widgets, customize member-facing components, and manage display preferences for different user groups.
Create and manage system-wide announcements, scheduled notifications, and important member communications.
Organize and manage content tags, categories, and classification systems used throughout the platform.
Set up and customize health cards, medical information display, and member health data presentation.
Configure qualified payment amounts, manage payment calculations, and maintain compliance with healthcare billing requirements.
Understanding User Types
The dashboard serves different types of users with varying levels of access and functionality:
Support Tier System
- Tier 0: Basic member support and common issue resolution
- Tier 1: Enhanced tools including employer management and advanced features
- Tier 2: Administrative functions and configuration access
- Tier 3: Full platform administration and technical management
Navigation Best Practices
To work efficiently with the dashboard, follow these navigation principles:
- Bookmark frequently used pages: Create browser bookmarks for areas you visit often
- Understand the breadcrumb trail: Use breadcrumbs to track your location and navigate back
- Leverage search functionality: Use the search bar to quickly find members or information
- Keep multiple tabs open: Open related functions in new tabs for seamless workflow
Important Note
Configuration changes can affect all users on the platform. Always test changes with a subset of members when possible, and coordinate with your team lead before making system-wide modifications.