How Does the Create New Menu Work?

  • Updated

Reduce the Amount of Time and Number of Clicks using the ‘Create New’ buttons.


Your team is busy constantly creating new tasks, customer information, sales documents, and updating inventory. There’s a faster way to create a new patient profile on your Juvonno system.

The Quick Create Menu is conveniently located in the top right header bar allowing you to access it from any page. 

Create_New_Menu.png

 

How Does it Work?

Click the Plus_Sign_Menu.png icon on the header menu.

An expanded view opens to provide you with a list of new workflows that you are able to directly create, reducing the number of clicks needed to navigate around the Juvonno system.


For example, under TASKS, clicking Appointment 

Create_New_Appointment.png


opens the Appointment Booking window.


Appointment_Add_Patient.png


Select  Down-Arrow.png  and choose New to open the Quick Patient Creation window.


Quick_Create_Patient.png

 

NoteToggle which fields to display in this window and which are mandatory:
Settings > General > System > Patients > Quick Patient Creation.

 

So why is this big for you? 

  • Simple navigation gets your team directly where they need to go with clear paths and decision points
     
  • Information is organized into distinct areas with clear themes
     
  • Reducing the number of clicks to navigate around the system helps your employees get closer to their end goal


 

The bottom line

We're focused on making Juvonno efficient and navigable so that your processes are streamlined. Be sure to keep up to date on new feature releases by subscribing to our blog posts. - don’t worry we won’t spam you!

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