Landing Page Layout
  • 14 Nov 2023
  • 6 Minutes to read
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Landing Page Layout

  • Dark
  • PDF

Article summary

After successful login, you can view your customized home page in the application. The application also allows you to customize and personalize the home page display. The dashboard configured by the user is displayed as their default landing page. You can configure a dashboard for the home page using the home icon available in the lower-left corner of the window. Empower your workflow with our comprehensive collection of features available on the landing page.


You can perform the following actionsDiscover the components
  • Navigate to different modules
  • Search patients
  • Add patients
  • View alerts and notifications
  • Configure account settings
  • Modify personal profile
  • Configure the required dashboard
  • Access modules through multiple screens
  • Live chat with the support team
  • Provide feedback and report bugs
  1. Menu
  2. Search Patients
  3. Add new patient
  4. Notification
  5. User Settings
  6. User Profile
  7. Home page
  8. Split Screens
  9. Screens
  10. Live Chat
  11. Feedback & Support

The Menu is a key navigation feature, providing you with an easy and efficient way to access the various modules available in the application. You can quickly navigate through different sections of the application and access the modules you need, such as Calendar, Analytics, Claims Manager, and more by selecting items from the Menu. The Menu serves as a central point of access that simplifies user workflows and enables healthcare providers to deliver better care to their patients.

To access menu

  • In the application, click the Main Menu icon ( i_main_menu(4)) located at the upper-left corner of the window.
    The application displays the list of menu items.landing-page2

Parameters: Main menu


The users can mark their frequently used modules as favorite items for easy and quick access.


You can add up to 10 favorites.

Main Menu

The clinically used modules are categorized under Menu.


Calendar, Messaging, Tasks, Lab, Address Book, etc.

Billing Manager

All Medical billing-related modules are categorized under Menu. 


Claims Manager, Feesheet, Claims History, etc.


You can view the Appointment Report and Patient List Report modules under the Reports section.


You might encounter slow performance or transaction time-outs during report generation. To improve performance, specify the appropriate filters or parameters. For example, provide a specific date range.

Search Patients

The users can locate the patient details or records by entering certain criteria like Patient Name, PID, SSN, etc. The blueEHR application provides two types of search options, quick and advanced, to help users quickly and easily locate patient details. By offering these search options, the healthcare platform/blueEHR application helps users locate patient records efficiently, enabling them to provide effective care.

  • Quick search - you can enter basic criteria such as patient name or PID to find patient records. 
  • Advanced search - offers additional search criteria such as date of birth or admission date, enabling users to narrow down the search to get the precise result.

The system administrator can configure the search criteria.

To access patient records

  • In the search box, specify the patient name, PID or SSN.

Add new patient

Adding a patient record is a simple process that allows you to record the demographic information of the patient. Maintaining accurate patient records is essential for the efficient sharing and retrieval of patient data electronically, reducing the need for paper-based records and avoiding the duplication of patient information. By using the blueEHR application to maintain patient records, healthcare providers can streamline their workflows, ensure the accuracy of patient information, and provide better care to their patients. 


All the fields marked with a red asterisk (*) is mandatory for saving a patient record.

To add a new patient record

  1. In the application, click the Add New Patient icon (Add_patient_1(1)) located near the patient search field.
    The application opens the New Patient page.
  2. Enter the required details in respective fields and then click Save.

All the fields marked with a red asterisk (*) is mandatory for saving a patient record.


The notifications section in the application allows users to view reminders, communication from other users, and any other timely information. By clicking the notification bell icon, you can quickly access all notifications that require attention and take necessary actions directly from the notification. The notifications section provides a user-friendly interface that enables healthcare providers to stay up-to-date with critical information and tasks, improving their workflow and ultimately enhancing patient care. With the notifications feature in the blueEHR application, users can manage their workload more efficiently and prioritize their tasks effectively.

To view notification

  • In the application, click the Notification icon (i_Notification_icon(1)) in the upper-right corner.
    The notification pop-up window appears.

User Settings

You are allowed to customize the entire blueEHR instance through User Settings. This powerful feature allows users to configure organizational preferences, create personalized forms, adjust time zone and language settings, and more. By tailoring the application to the specific needs, you can optimize productivity and improve the overall experience of the platform. The User Settings feature provides easy access to a range of configuration and customization options available in the application, all in one convenient location. For more information, see blueEHR Configuration.

To access user settings

  • In the application, click the User Settings icon (i_user_settings(6)).
    The application displays the user settings menu.

User Profile

A user profile is a collection of settings and information associated with a user account. It contains critical information that is used to identify an individual user. With the user profile feature, you can lock your profile for added security, reset your password if needed, and edit your profile information as required. The user profile feature provides a simple and intuitive interface that enables users to manage their account information and settings easily. 

To access the user profile

  • In the application, click the user profile in the upper-right corner.
    The application displays the user profile details.

Home Page

The blueEHR application offers a personalized dashboard feature that enables users to choose their preferred homepage. Once configured, the chosen dashboard is automatically loaded as the landing page of the application when you log in. This feature allows you to quickly access the information and functionalities you need, making your experience with the platform more efficient and tailored to your preferences. For more information on the list of dashboards available in the application, see Dashboards.

To set a default dashboard

  1. In the application, right-click the Homepage icon ( i_dashboaed_icon(2)) on the bottom-left corner of the landing page.
    A list of dashboards appears.
  2. Select the required dashboard from the list.
    The application sets the selected dashboard as your default landing page.

You can also set the default dashboard using Preferences.

Split Screen

The split-screen feature of the blueEHR application allows you to horizontally divide your application screen, enabling you to view multiple modules simultaneously on the same screen. This feature helps to enhance your productivity by streamlining your workflow and simplifying navigation between different functionalities. With the split-screen feature, you can optimize your workflow and access relevant information more efficiently, without the need to switch between multiple screens or windows.


To utilize the split-screen feature in the blueEHR application, the administrator must configure it from Preferences.

To split screens

  • In the application, click the split-screen (i-split) icon at the lower-left of the window.
    The application allows you to use two or four modules in split-screen mode.


The multi-screen interface allows you to load different modules, within the application, on different screens. This feature helps you to quickly switch between screens and streamline your workflow. By utilizing the multi-screen interface, you can customize your workspace to meet specific needs and work with multiple modules simultaneously. 

You can further customize the settings of each screen. For more information, see Screen Settings.


By default, the application highlights the active screen.

To access user screens

  • In the application, toggle between the screens (Screen 1, Screen 2, Screen 3, etc.)  at the lower-left of the window.
    The application displays the selected screen.

Live Chat

The Live Chat feature enables users to engage in text-based conversations with all the users within the same facility, promoting communication and collaboration. The internal chat feature also supports file exchange in various formats, making it easy for users to share critical information with each other. This is a valuable tool for improving communication and streamlining workflows on the platform.

To access live chat

  • In the application, click the Chat icon (i_Chat_icon(1)) in the lower-right corner.
    The application directs you to the chat screen.

Feedback & Support

You can quickly and seamlessly provide feedback and report issues or bugs directly from the home page using Feedback & Support. This feature helps in improving communication with the support team and facilitating the prompt resolution of any problems encountered on the platform.

To access feedback and support

  • In the application, click the Feedback & Support icon (f-feedback) in the lower-right corner.
    The application directs you to the Feedback & Support screen.

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