Navigation Basics NEW
Master efficient navigation between different sections and streamline your daily workflow. Learn the dashboard menu structure, shortcuts, and navigation techniques to provide fast, confident support to members and colleagues.
Tier-Based Navigation
Your dashboard navigation depends on your assigned tier level. Tier 0 users see essential member support functions, while higher tiers gain access to advanced configuration and administrative tools. Understanding your available options is the first step to efficient navigation.
Navigation Fundamentals
- Menu Tabs: Primary navigation across the top of the dashboard
- Search Functions: Powerful filtering within each section
- Action Buttons: Context-sensitive tools and shortcuts
- Quick Access: Recently used items and bookmarks
- Breadcrumbs: Track your location and navigate back efficiently
Interactive Menu Structure
Explore each dashboard section to understand its purpose and capabilities. Click on the tabs below to see what each menu contains:
Dashboard Menu Structure
Explore each dashboard section by clicking the tabs below
Home Dashboard
Your central command center with overview statistics and quick access to common functions.
Employers
Comprehensive employer group management and engagement tracking for client organizations.
Members
Primary member support area with search, assistance tools, and comprehensive member management.
Manage Users
Support team administration with role-based permissions and user lifecycle management.
MyMedicalRewards
Member incentive program management and reward distribution tracking.
QPA (Qualifying Payment Amount)
Calculate and manage qualifying payment amounts for out-of-network claims and price transparency.
Collateral
Access and manage important documents, educational materials, and resources for member engagement and enrollment.
Announcements
Member communication system for targeted messaging and important updates.
Widgets
Customize the member homepage experience with configurable widgets and content modules.
Tags
Create and manage content targeting tags for precise member experience customization.
Care Navigation
Advanced care coordination tools and member guidance systems for complex healthcare needs.
Navigation Best Practices
Follow these proven techniques to work more efficiently:
Pro Navigation Tips
- Use multiple browser tabs: Keep frequently used sections open in separate tabs
- Bookmark key functions: Create browser bookmarks for areas you visit daily
- Follow the breadcrumb trail: Use breadcrumbs to understand your location and navigate back
- Learn your tier permissions: Focus on learning the functions available to your access level
Efficient Workflow Patterns
- Start with Home: Begin each session by checking the Home dashboard for priorities and updates
- Use search first: When helping a member, use the global search (Ctrl+K) to find them quickly
- Keep context: Open related functions in new tabs to maintain your workflow context
- Document as you go: Add notes and updates immediately while details are fresh
- End with review: Complete any pending documentation before ending your session