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Navigating the App

Sidebar

The sidebar on the left is your main navigation. As a Team Member, you have access to:

Menu itemWhat it does
ContactsView and search patients
DoctorsView the practitioner directory
PipelinesView and manage patients by care stage
TasksCreate, assign and complete tasks
InboxRead and reply to patient emails
NotificationsView your task and system notifications

Unread counts

The Notifications and Inbox sidebar items each show a badge with your current unread count.

Your account

Your name and role are shown at the bottom of the sidebar.