Chapter 2: Dashboard Navigation
Chapter Overview
What You'll Learn:
- The four main areas of the screen after login
- Left sidebar sections and items (full EMR vs billing-only)
- Top bar: Docs, Help, agency/branch switchers, Settings
- Sandbox banner and common visibility rules
Time to Complete: 10–15 minutes
Who Should Read This: All users
Prerequisites: Chapter 1: Sandbox Signup
Text-only guide using exact on-screen labels.
2.1 What You See After Login
The app has four primary areas:
| Area | What it is |
|---|---|
| Sandbox banner (sandbox only) | Amber bar: Sandbox Mode - Test environment only | Not for official use, plus Go Live for Agency Administrators |
| Left sidebar | Collapsible navigation sections |
| Top bar | Docs / Help, agency & branch (when shown), clock, your name & role, theme toggle, Settings menu |
| Main content | The page for the selected nav item (Dashboard home by default) |
On smaller screens the sidebar may open from a menu button instead of staying always visible.
2.2 Left Sidebar — Full EMR Agency
At the top: agency logo if uploaded, otherwise the Betasky mark.
Sections are collapsible (your open/closed state can persist). Exact labels:
Dashboard
- Dashboard — home / KPIs for clinical agencies
Scheduling
- My Schedules — your assigned visits (clinician “my day” style)
- Schedule Center — agency-wide schedule
Clinical
- Patients
- Care Orders
- QA Center
- Clinicians
Setup
- Physicians / Sources
- Payer Setup
- Pharmacy Setup
Communications (only if communications are active for the agency)
- Communication Usage
- Fax Inbox
- SMS Notifications
- Fax Notifications
- SMS Templates — hidden in sandbox
Details: Chapter 9: Communications.
Billing & revenue
- Prior Authorizations
- Claims Center — hidden in sandbox; full EMR also needs agency CCN
- EVV Center — only if Alt-EVV is enabled (Chapter 28)
- Payment Posting — hidden in sandbox (Chapter 29)
- Payroll (Chapter 30)
Compliance & reporting
- OASIS Submissions
- Reports
Agency tools
- EMR Migration — Agency Administrator; hidden in sandbox
- Sandata Migration — Agency Administrator / Biller; full EMR and billing-only — import Sandata Visits Claims Verification Status for billing (Chapter 35)
Items you do not have permission for are hidden. Footer may show © Betasky Health.
2.3 Left Sidebar — Billing-Only Agency
Billing-only agencies see a shorter menu. Section title under billing may appear as Revenue.
Typically visible
- Dashboard — billing-focused home (not the full clinical widget dashboard)
- Patients
- Agreements (under Setup)
- Physicians / Sources
- Payer Setup
- Claims Center (allowed without CCN)
- EVV Center (if Alt-EVV enabled)
- Payment Posting
- Reports (Claims Report–oriented)
Hidden compared with full EMR
- Entire Scheduling section
- Care Orders, QA Center, Clinicians, Pharmacy Setup
- Entire Communications section
- Prior Authorizations, Payroll, OASIS Submissions, EMR Migration
- Agency switcher and branch switcher in the top bar
Billing-only does keep Sandata Migration under Agency tools when the user has EVV-import permission (Chapter 35).
2.4 Top Bar
Reading left to right (exact controls may wrap on small screens):
| Control | Behavior |
|---|---|
| Docs | Opens the public user documentation site |
| Help | In-app help — Agency Administrator only → /dashboard/help |
| Agency switcher | Multi-agency users (full EMR). Hidden for billing-only |
| Branch switcher | Multi-branch agencies with the feature enabled. Hidden for billing-only |
| Clock | Current time |
| Name + role | Displays who you are; does not open a menu by itself |
| Theme toggle | Light / dark |
| Settings gear | Opens menu: Settings, Log Out |
Settings goes to /dashboard/settings (Account Profile and related pages).
Surveyor users use a separate surveyor shell/settings path when working in surveyor mode.
Beso assistant (floating button)
A blue circular Beso button floats over the dashboard (sparkle icon + BESO).
- Click to open the Beso chat panel for product how-to answers grounded in the official docs.
- Hold and drag to move the button; Betasky remembers the position.
- The chat panel opens next to the button (position-aware).
- If AI is disabled for your agency by Betasky Super Admin, the button/chat shows the disable reason.
Full AI feature notes: Chapter 20 (Voice Narrative), Chapter 21 (Clinical Assist).
2.5 Dashboard Home
Full EMR: widgets and stats for operations, clinical, QA, and billing (by permission).
Billing-only: BillingOnlyDashboard — billing KPIs (for example total claims, paid, open claims, payments) and shortcuts into Claims Center — not the clinical “daily tasks” home.
2.6 Claims Center Tabs (preview)
When Claims Center is available, the page title is Claims Center. Tabs include:
Ready for Billing · New Claim · Claims Tracking · Denial Management · Follow-ups · Exceptions · Patient AR · Void
Billing-only hides Ready for Billing and defaults to New Claim. Full walkthrough: Chapter 27.
2.7 Toasts and Alerts
Short success/error messages appear as toasts after actions (save, submit, permission errors).
Sandbox and Pre-Certification banners stay at the top until the condition clears.
2.8 Common Mistakes
- Looking for Claims Center in sandbox — it is intentionally hidden.
- Expecting a flat 14-item menu — navigation is grouped into sections.
- Clicking your name for Settings — use the gear menu.
- Assuming billing-only has Schedule Center / Care Orders — those are hidden.
- Confusing Docs (public manual) with Help (admin-only in-app help).
2.9 Quick Checklist
- Can find Dashboard, Patients, and Setup items that apply to your agency type
- Know which billing items are sandbox-hidden
- Can open Settings from the gear menu
- Billing-only users: confirmed no Scheduling / Communications sections