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Overview

The AllCare platform is designed with intuitive navigation to help you quickly access the features you need. This guide explains the main navigation elements and how to find your way around.
Tip: Take a few minutes to explore the interface. Familiarizing yourself with the layout will make your daily work much more efficient.
The AllCare interface consists of several key navigation areas: 
┌─────────────────────────────────────────────────────────────┐
│  Top Bar (Header)                                           │
├──────────────┬──────────────────────────────────────────────┤
│              │                                              │
│   Left       │                                              │
│   Sidebar    │           Main Content Area                  │
│              │                                              │
│   (Menu)     │                                              │
│              │                                              │
├──────────────┴──────────────────────────────────────────────┤
│  Status Bar / Footer                                        │
└─────────────────────────────────────────────────────────────┘

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Top Bar (Header)

The top bar provides quick access to global features:

Logo

Click to return to home/dashboard

Search

Search patients, facilities, or features

Notifications

View alerts and messages

Profile

Account settings and logout

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Search Functionality

The global search bar allows you to quickly find:
  • Patients — Search by name, date of birth, or ID
  • Facilities — Find facilities by name or location
  • Features — Jump to specific modules or pages
Use keyboard shortcut Ctrl+K (Windows) or Cmd+K (Mac) to quickly open the search bar.

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Notifications

Click the bell icon to view:
  • Task assignments and updates
  • Patient status changes
  • System alerts and announcements
  • Messages from your team
Unread notifications are indicated by a red badge showing the count.

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Profile Menu

Click your profile icon or name to access:
  • My Profile — View and edit your information
  • Settings — Personal preferences and configurations
  • Help — Access documentation and support
  • Logout — Sign out of your account
The left sidebar contains the main navigation menu. Available options depend on your user role.

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Common Menu Items

Icon: HomeYour personalized overview showing:
  • Key metrics and statistics
  • Recent activity
  • Quick actions
  • Alerts requiring attention
Icon: Building/UsersCustomer Relationship Management features:
  • Facility management
  • Patient enrollment
  • Patient tracker
  • Pending pool
Icon: UsersPatient management features:
  • Patient list and search
  • Patient profiles
  • Medications
  • Visit history
Icon: List/CheckboxTask management features:
  • Task list and assignments
  • Task creation
  • Completion tracking
  • Reports
Icon: CalendarScheduling features:
  • Visit calendar
  • Appointment management
  • Provider schedules
Icon: ChartReporting and analytics:
  • Standard reports
  • Custom reports
  • Data exports
Icon: GearConfiguration options:
  • Facility settings
  • User preferences
  • Notifications

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Facility Selector

If you have access to multiple facilities, use the facility selector:
1

Click Facility Dropdown

Click on the facility name in the sidebar or header
2

Search or Browse

  • Type to search for a specific facility
  • Or scroll through the list
3

Select Facility

Click on the facility you want to work with
4

Context Updates

The entire interface updates to show data for the selected facility
Always verify you have the correct facility selected before making changes or viewing patient data.

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Main Content Area

The main content area displays the active module or page:

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Page Structure

Most pages follow a consistent structure:
ElementDescription
Page TitleName of the current page/module
BreadcrumbsNavigation path showing where you are
Action ButtonsPrimary actions (Add, Edit, Export, etc.)
FiltersOptions to filter displayed data
ContentMain data display (tables, forms, cards)
PaginationNavigate through multiple pages of data

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Tables and Lists

Data is often displayed in tables with these features:

Sorting

Click column headers to sort ascending/descending

Filtering

Use filter controls to narrow down results

Search

Search within the current data set

Pagination

Navigate between pages of results

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Common Actions

ActionHow to Access
Add NewClick the ”+ Add” or ”+ New” button (usually top-right)
EditClick on an item, or click the edit icon (pencil)
DeleteClick the delete icon (trash), confirm when prompted
View DetailsClick on an item row to open details
ExportClick “Export” button to download data

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Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts:
ShortcutAction
Ctrl/Cmd + KOpen global search
Ctrl/Cmd + SSave current form
EscClose modal/dialog
TabMove to next field
Shift + TabMove to previous field
EnterSubmit form or confirm

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Mobile and Tablet Navigation

AllCare is responsive and works on tablets and mobile devices:

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Tablet View

  • Sidebar may collapse to icons only
  • Click the menu icon (☰) to expand
  • Touch-friendly buttons and controls

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Mobile View

  • Sidebar becomes a slide-out menu
  • Tap the menu icon to open navigation
  • Optimized layouts for smaller screens
For the best experience on mobile, consider using the AllCare Mobile App instead of the web browser.

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Understanding Your Role Access

Different roles see different navigation options:
RoleNavigation Access
AdministratorFull access to all modules and settings
ManagerMost modules, limited admin settings
CareGiver/NursePatient care modules, tasks
Support RolesLimited modules based on role
If you can’t see a menu item you need, contact your facility administrator to verify your role and permissions.

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Customizing Your View

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Adjusting the Sidebar

  • Collapse: Click the arrow or hamburger icon to minimize the sidebar
  • Expand: Click again to show full menu labels
  • Pin: Some views allow pinning favorite items

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Setting Preferences

Customize your experience in Settings:
  1. Click your profile icon
  2. Select Settings or Preferences
  3. Adjust display options:
    • Default landing page
    • Items per page in lists
    • Notification preferences
    • Date/time format

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Troubleshooting Navigation

Solutions:
  1. Refresh the page (F5 or Ctrl+R)
  2. Clear browser cache
  3. Check your internet connection
  4. Try logging out and back in
  5. Try a different browser
Solution:
  1. Look for the facility name in the header or sidebar
  2. Click on it to open the facility selector
  3. Choose the correct facility
  4. Verify the change by checking the displayed data

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Quick Reference

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Where to Find Common Features

FeatureNavigation Path
Add a patientCRM → Patient Enrollment
View patient listPatients → Patient List
Complete a taskTasks → My Tasks
Schedule a visitSchedule → Add Visit
Run a reportReports → Select Report Type
Edit my profileProfile Icon → My Profile
Change facilityFacility Dropdown → Select Facility
Get helpProfile Icon → Help

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Next Steps

Set Up Profile

Complete your profile setup

Admit Patients

Learn how to admit patients

View Patients

Manage patient information