Layout and navigation overview

The system is organized around the main menu at the top of the screen and a workspace below.

Each menu contains different tools or features. 

  1. Select a menu to view the tools below it
  2. Select a sub-menu to access the available tools for that menu

The most important menus are: Practice, Provider, and Patient.

  • Practice is for clinic or practice wide information.
    • It includes tools like reporting, practice configuration, and scheduling.
    • For example: To view the schedule, select Practice, and then select Scheduling.

  • Provider is for tools specific to your account inside the system.
    • It includes your dashboard, messages, and account settings.
    • For example: To see your latest messages, select Provider, and then select Collaborations.

      • The term "Provider" refers to any person that has the ability to log in and use the system. It is similar to the term "user".

      • Providers aren't just clinicians, they could be front desk, billing, or IT support staff as well.

  • Patient is for viewing and adding information to a patient record.
    • It includes tools to enter patient information, track treatment, and record patient financials.
    • For example: To enter a patient's contact information, select Patient, then select Patient Management, and then select Demographics.

  • Individual is for viewing and adding information about a person who is not a patient or provider.
    • Individuals are often created to record emergency contact or family information for patients.
    • For example: To enter an individual's relationship with a patient, select Individual, then select Individual Management, and then select Relationships.

  • External Provider is for viewing and adding information about a clinician who is not a part of your clinic or practice.
    • External providers are used in referrals to track more detail about who you are working with. They cannot login to the system.
    • For example: To enter an external provider's contact information, select External Provider, then select External Provider Management, and then select Demographics.

  • References is for reviewing training and support materials.
    • It includes version details about the latest release, the Lexicomp medication database, and access to the ICE Help site.
    • For example: To check what version of ICE Health Systems your server uses, select References, and then select About.

The workspace below the menus can include a variety of different panels.

A panel is small window or widget that appears on your workspace. Panels display many types of information and give you access to multiple tools.

  • For example, the Patient Dashboard for front desk staff has the Financials panel on it so that you can:
    • Quickly check a patient's balance
    • Select the Financial panel's menu icon  to access features like:

      • Taking a payment
      • Generating a PDF financial statement for the patient

To learn more about how the system is organized or how to work with panels, see the support materials and videos below. 

Reference Material