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Check out some initial updates we have made to the look and feel of our site

Info

DESKTOP USERS/Tablets

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The following sections do not have the updated main navigation (future releases planned)

  • Assessments

  • Program Library

  • Client Program

  • Behavior Support

  • Data Entry

  • Funder Reports

  • Training

  • Reporting

  • Templates

  • Scheduling

  • Notifications

What's New

New Experience

Old Experience

Good to Know

1

Home Page

image-20240507-231728.png

image-20240507-231318.png

  • Settings will replace Company Account label

  • Updated look

2

Vertical Navigation

New Vertical Navigation.jpg

old vertical navigation.png

  • The main sections of the site will be displayed vertically on the left side of the screen

  • Navigation updated for

    • All Settings pages

    • All Staff pages

    • Client List

    • Client File Cabinet

    • Client>Data Analysis

3

Horizontal Navigation

new horizontal navigation.png

old horizontal navigation.png

  • Sections within the main sections will now display horizontally above the screens

  • There will be a primary (red outline) and secondary navigation row (blue outline)

  • Navigation updated for

    • All Settings pages

    • All Staff pages

    • Client List

    • Client File Cabinet

    • Client>Data Analysis

4

Client List Updates

Landscape view:

image-20240506-023437.png

Portrait view:

new client list take 2.png

Filters:

new client list filters.png

Landscape View:

image-20240509-163114.png

Portrait view:

Old client list.png

Old Pagination

Old client list pagination.jpg

  • In portrait view 2 columns will be visible

  • In landscape view 4 columns will be visible.

  • Option to expand and collapse filter

  • Updated ‘clear filter’ icon

  • Updated ‘Add New Client’ button

  • Renamed Shortcuts column to Action column

  • Updated look of Action options

  • Updated Pagination formatting

5

Client >Demographics Page

New Client Demographics.png

Old Client Demographics.png

  • Updated Edit /Delete buttons

  • Updated Demographics Screen

6

Client>File Cabinet

New Client file Cabinet Option 1.jpg

New Client FIle Cabinet Option 2.jpg

old client file cabinet 2.jpg

  • Updated look and feel for entire screen

  • Updated ‘clear filter’ icon

  • Updated Pagination formatting

7

Client>Assessments

Main Assessment Page

image-20240506-030946.png

‘Sent to Contact’ Pop Up

image-20240506-014839.png

image-20240506-030124.png

image-20240506-030317.png

  • Updated look and feel Main Assessment Screen

  • Updated Send to Contact Pop Up look and feel

  • Main navigation will be updated in future releases

8

Staff> List Updates

Portrait:

new ui portrait view.jpg

Landscape:

new ui staff list landscape.jpg

Filters:

new staff list filter.jpg

Old Staff list.jpg

Old pagination:

old staff list pagination.jpg

  • In portrait view 2 columns will be visible

  • In landscape view 4 columns will be visible.

  • Option to expand and collapse filter

  • Updated ‘clear filter’ icon

  • Updated ‘Add New Client’ button

  • Renamed Shortcuts column to Action column

  • Updated look of Action options

  • Updated Pagination formatting

9

Staff File Cabinet

New staff file cabinet filters.jpg

New Staff File Cabinet Pagination.jpg

old staff file cabinet.jpg

  • Updated look and feel for entire screen

  • Updated ‘clear filter’ icon

  • Updated Pagination formatting

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