Understanding the Sidebar
Last updated: 25 February 2026
Understanding the Sidebar
The sidebar is your main navigation panel. It's always visible on the left side of the screen and is organised into four sections.
Main Navigation
The top section contains links to the core pages:
| Page | What it does |
|---|---|
| Dashboard | Overview of your day — quick actions, diary, and tasks |
| Inbox | Patient messages and episodes that need attention |
| Calendar | Your appointment schedule (day, week, and month views) |
| Tasks | Tasks assigned to you or your team |
| Filing | Documents and lab results waiting to be reviewed and filed |
Inbox, Tasks, and Filing show a blue badge with a count when there are items that need your attention.
Patient Section
Below the main navigation, the Patient section shows the currently focused patient. When a patient is selected, you'll see their name, date of birth, and an avatar with their initials.
Click the three-dot menu (⋯) on the patient card to:
- Switch patient — search for and select a different patient
- Clear patient — deselect the current patient
- View all patients — open the Patients page
- Add patient — create a new patient record
Consulting Room
The Consulting Room section shows your active consultation, if you have one. Click here to start a new consultation or return to one in progress.
Footer
At the bottom of the sidebar you'll find:
- Organisation switcher — if you belong to more than one organisation, switch between them here
- What's New — see the latest features and improvements. A blue dot indicates unread updates.