How does the "Create New" menu work?

  • Updated

Create_New_Menu.png

 

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 Plus_Sign_Menu.png Menu is located in the top right header bar. Being in the header bar, you will be able to use this button on any screen throughout your Juvonno system.



How Does it Work?

Simply click on the Plus_Sign_Menu.png icon on the header menu.

The button then expands 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.

i.e. Select the Appointment option.

Create_New_Appointment.png


The Appointment Booking window displays.


Appointment_Add_Patient.png


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


Quick_Create_Patient.png

 

Note Toggle 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 are focused on making Juvonno efficient and simplistic so that your company becomes more streamlined. Be sure to keep up to date on new feature releases by subscribing to our blog posts – don’t worry we won’t overload you - that include information and new features to help you become more streamlined!

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