Menu overview

The menus and icons at the top of the screen organize different tools and types of information into groups.

This page summarizes what each menu and icon includes.

Depending on your security permissions, you may see fewer menu items when you log in.

The Practice menu is for clinic or practice wide information.

Practice Menu Options

Description

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Dashboard

Configurable view of the practice-related information most important to you.

Can include panels for reports, user activity, referrals, and more.

Panels overview

Scheduling

View and schedule appointments for providers, patients, and resources in your practice.Scheduling appointments

Insurance

Review insurance payers, policies, and claims in electronic or paper queues.Managing insurance payers and policies

Payments

Record and allocate batch insurance payments.-

Reporting

Create reports or run template reports on multiple data types in your practice.Reporting overview

Practice Settings

Configure settings for every aspect of the system. Usually only visible to system administrators.Practice settings overview

The Provider menu is for tools specific to your account inside the system.

  • 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.

Provider Menu Options

Description

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Dashboard

Configurable view of the information most important to you. The first place you see when you log in.

Can include panels for your recently viewed patients, new collaboration messages, assigned forms, appointments, reports, and more.

Panels overview

Scheduling

Schedule and view appointments for providers, patients, and resources in your practice.Scheduling appointments

Collaborations

Send instant messages to other providers in your system.Collaborations overview

Validation

As a supervisor, review a learner's work in the system that requires your approval. As a learner, see your work that still requires validation from a supervisor.

Validation overview

Telehealth

Host or join video conferences with other providers in your system.Joining a telehealth session

Profile

Edit and view your account settings, e.g., language and time zone.-

The Patient menu is for viewing and adding information to a patient record.

Patient Menu Options

Description

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Dashboard

Configurable view of the patient-related information most important to you.

Can include panels for forms, progress notes, vitals, financial summary, appointments, and more.

Panels overview

Imaging

Upload, edit, view, and compare patient images.Imaging overview

Charting

Record and view dental or medical diagnoses, planned or completed treatments, and periodontal or orthodontic information. Charting overview

Financials

Process payments, view patient balances, adjust charges, manage payment plans, and create insurance claims.Financials overview

Patient Management

Enter and view patient contact information, demographic details, relationships, insurance details, and more.Editing a patient's record

The Individual menu is for viewing and adding information about a person who is not a patient or provider.

Individual Menu Options

Description

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Individual Management

Enter and view an individual's contact information and relationships with patients.

Individuals are often created to record emergency contact or family information for patients.

Creating an individual instead of a patient

The External Provider menu is for viewing and adding information about a clinician who is not a part of your clinic or practice.

External Provider Menu Options

Description

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External Provider Management

Enter and view contact information for an external provider and configure whether they can appear in referrals.

External providers are used in referrals to track more detail about who you are working with. They cannot login to the system.

Practice settings: configuring external providers

The References menu is for reviewing training and support materials.

References Menu Options

Description

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About

View details about the current version of ICE Health Systems and access past release notes.Accessing release notes

Lexicomp

Search the Lexicomp medication database inside the system.Accessing Lexicomp

ICE Help

Review training articles, videos, and quick reference guides inside the system.Accessing support materials

The name of the person logged into the system is displayed in the top menu. Select it to access account settings and logout.

Logged-in User Menu Options

Description

My Profile

Edit and view your account settings, e.g., language and time zone.

Enter Full Screen

Make your browser window full screen in order to use your entire display.

Press "esc" on your keyboard to exit full screen.

Open in New Tab

Open the current view in a new tab.

Great if you need to compare your current screen with another one, e.g., compare a patient's charting record to their financials.

Logout

Log out of your account once you're done your work or need to leave your computer.

To learn more, see Logging out.

Select  to access support materials and submit feedback.

Help Centre Menu Options

Description

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ICE Help

Review training articles, videos, and quick reference guides inside the system.Accessing support materials

Send Feedback

Submit comments or improvement suggestions to ICE Health Systems.Submitting feedback

Take a Screenshot

Take a screenshot of your current view to be included with a feedback submission.Submitting feedback

Notifications are used for showing you when you have unread messages, telehealth invites, or content shared from other users.

Notifications Options

Description

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See how many unread messages you have.

Select the icon to open Provider > Collaborations.

Collaborations overview

See how many new system notifications you have.

Select the icon to view the notification details.

Checking notifications

Search is most often used for opening and creating patient records. You can also use it to open provider, individual, and external provider records.

Search Options

Description

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Search and select a person's record to open it.

Open an existing patient, individual, provider, or external provider record.Opening a patient record

Search and create a patient record.

Search to confirm a patient record doesn't exist before creating a new one.Creating a new patient record
Search and create an individual record.Search to confirm an individual record doesn't exist before creating a new one.Creating an individual instead of a patient
Search and create an external provider record.Search to confirm an external provider record doesn't exist before creating a new one.

Practice settings: configuring external providers

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