QHS - Quick Start - Providers - Navigating the Dashboard

Quick Start - Providers - Navigating the Dashboard

Step 1: Understanding the Dashboard

There are 5 sections on the dashboard.

1. Menus
2. Appointments Schedule
3. Appointment Requests
4. Calendar
5. Profile/Notifications

Step 2: Understanding the Menus

There are 4 menus to select from:

1. Dashboard (the main screen)
2. Past Sessions (previously held appointments)
   1. You may view the session details be clicking the "View details" button
      
3. Providers (list of QHS staff)
   1. You may click on the Chat or Camera Icons to contact them directly through the Quantum Connect application
      1. IMPORTANT:  Quantum Connect will not allow you to click these buttons if the user is not online
      2. IMPORTANT:  This action will open a new tab on the browser
         
4. My Patients (patients that you have had an appointment with in the past)
   1. You may click on the Calendar button to schedule a follow-up visit with your patient
      

Step 2: Understanding the Schedule and Calendar

The main page of the Dashboard (under the Dashboard tab) shows the appointments that you have on the given day, week, or month; or it can show all of your future scheduled appointments.

You can also select a date on the calendar to view appointments on that specific dat.

IMPORTANT: Only dates with a Blue Dot under them have appointments scheduled.

IMPORTANT: The "Scheduled requests" box will not populate with any appointments for QHS.  This placeholder is for institutions that allow patient scheduling/rescheduling within the Quantum Connect platform.

Step 3: Profile and Settings Button

Click the profile icon to view the list of profile options:

1. Account Settings - Adjust your personal information, Calendar, and Notifications
2. Help - Provides the user with ways to contact QHS if help is needed
3. Export Logs - Used to download a logs file if you experience any issues with Quantum Connect
4. Privacy Policy - Allows you to view the Privacy Policy
5. Log out - Signs the user out of the Quantum Connect platform

Step 4: Account Settings

Profile Settings: 

After clicking the "Account settings" button, under the "My account" tab, you will have the option to edit your Profile Details, Medical License, Application Language, and Time zone that was selected upon the initial account creation.  Click the "Edit" button to make changes to these options.

Calendar Settings:  

Click on the Calendar tab to adjust your daily availability.  

Select the times for each day of the week.  You may add multiple time slots within one day and disable or delete time slots as needed.

IMPORTANT:  Quantum Connect will block off all times outside of your designated calendar and any scheduled appointments.  Doublecheck your calendar to ensure that the correct days and times are selected.

Click the "Save changes" button when you are finished.

Notifications Settings: 

Click on the "Notifications" tab to edit your notifications.  Toggle the buttons across from Email, SMS, and In-app to turn on or turn off the notification type.

Session Reminders can be set according to your desired timelines by clicking the "Add reminder" button.

IMPORTANT:  These settings are only for you as a user, not the patient or any other staff.

Input a Time value (numerical characters) and notification range (Minutes, Hours, or Days) before the appointment to receive the notification(s).  Click "Save" to save the notification.

IMPORTANT:  The must be at least one notification configured at all times.  Disable all Notification Methods to turn off all notifications.