Navigation in PractiFI is centred around the top nav and the side nav. Each of the main items are represented by consistent and uniform icons to make navigation easy no matter what context you are in. If you're unsure what a particular icon represents, hovering your mouse over it will provide a description.
When you first log in to PractiFI:
In the top nav, the main nav icons on the left are Practice View, Team Member View and Analytics.
- Practice View
- Team Member View
To the right of these main top nav icons, you can see the Launcher Menu, Search Box and Settings Menu.
- Launcher Menu
- Search Box
- Settings Menu (logged in username)
When you are in a particular context, you will be presented with a side nav.
- Service Providers
- Member Accounts
- Processes and Tasks
Searching in PractiFI
At the heart of PractiFI navigation is the search box. It's where you can search for members, member accounts, employers, services, providers and groups. The search box is usually the quickest way to navigate to a specific record in PractiFI.
An alternative to using the search box is to go to a particular section (for example, Employers) using the side nav icons. This will return a list of all of your Employers and you can then apply the filters located at the top of the results box to refine the results further. This is useful when you're not looking for a specific record, but rather a group of results that fit a certain criteria. For example, you may wish to find a list of your current Segment A Employers in order to send them a seminar invitation.