Navigation Guide

Overview

Understanding the navigation structure helps you move efficiently through the application. This guide explains the layout, navigation elements, and how to find what you need.

Top Navigation Bar

Logo & Branding

• Avid Health Logo: Click to return to dashboard
• Left Side: Always visible, provides home navigation

Navigation Icons

From left to right:

• Dashboard: Home icon, returns to dashboard
• Notifications: Bell icon, shows notifications
• Patients: Users icon, opens patient list
• Intake: Clipboard icon, access intake (admin)
• EVV: Calendar icon, EVV management (admin)
• Billing: Dollar icon, billing dashboard (admin)
• Chart Creator: File icon, chart creator (admin)
• Form Builder: Form icon, form builder (admin)

Right Side

• Profile Menu: User profile and settings access
• Notifications: Notification center (if separate)

Sidebar Navigation

Patient Chart Sidebar

When viewing patient charts:

• Patients List: Left panel with patient list
• Toggle Button: Show/hide patient list
• Search: Search patients in list
• Filter: Filter patients (if available)

Settings Sidebar

In settings pages:

• Settings Menu: Navigation menu on left
• Settings Categories: Profile, Organization, Team, etc.
• Active Section: Current section highlighted

Main Content Area

Content Structure

• Header: Page title and description
• Actions: Primary actions in header
• Content: Main page content
• Footer: Additional information or actions

Responsive Layout

• Desktop: Full layout with sidebars
• Tablet: Adjusted layout, collapsible sidebars
• Mobile: Single column, toggle buttons for panels

Navigation Patterns

Breadcrumbs

• Location: Usually at top of content area
• Shows: Current page hierarchy
• Clickable: Click to navigate to parent pages
• Helps: Understand current location

Tabs

Used in several areas:

• Settings: Different settings categories
• Patient Chart: Different patient views
• Billing: Different billing views

Modal Navigation

• Dialogs: For focused tasks
• Side Panels: For additional information
• Overlays: For quick actions

Finding Features

Search

• Command Palette: ⌘ K for global search
• Page Search: Some pages have local search
• Filter Options: Use filters to narrow results

Navigation Menu

• Top Bar: Main navigation icons
• Sidebar: Context-specific navigation
• Settings Menu: Settings navigation

Mobile Navigation

Mobile Layout

• Bottom Navigation: Quick access to main features (if available)
• Hamburger Menu: Main menu access
• Panel Toggles: Show/hide side panels
• Swipe Gestures: Navigate between panels (where supported)

Mobile Tips

• Use Toggle Buttons: Access panels via buttons
• Bottom Navigation: Quick access to key features
• Menu Access: Use menu for full navigation
• Touch Optimized: Buttons sized for touch

Keyboard Navigation

Shortcuts

• ⌘ K / Ctrl K: Command palette
• Arrow Keys: Navigate within lists
• Tab: Move between fields
• Enter: Activate buttons
• Escape: Close dialogs/modals

Accessibility

• Keyboard Only: Full functionality via keyboard
• Screen Readers: Compatible with screen readers
• Focus Indicators: Clear focus indicators
• Skip Links: Skip to main content (where available)

Tips & Best Practices

Efficient Navigation

• Learn Shortcuts: Memorize common shortcuts
• Use Command Palette: Fast access to any feature
• Bookmark Common: Know where common features are
• Use Breadcrumbs: Understand your location

Organization

• Consistent Structure: Navigation is consistent across pages
• Contextual Menus: Menus adapt to context
• Clear Labels: Icons and labels are clear
• Logical Grouping: Related features grouped together

Related Topics

• Command Palette - Keyboard shortcuts
• Dashboard Overview - Dashboard layout