The Main Ribbon has 9 tabs, each of which contain icons and shortcuts to Procura functions, organized under the title of the tab. Note that some account types may have fewer tabs.
These are the most important tabs to be familiar with:
- Clients
- Allows you to search for Client Information records, create new records during intake, view the Care Connection for Supervisory Requirements, and see reports specific to client information
- Employees
- Similar to the Clients tab, in that you can search for Employee Information records, create new records, and generate reports about employees
- Scheduling
- The icons in this tab allow you to jump directly to a client or employee’s Schedule
- This is also where you can open your Planner to view unfilled visits and outstanding tasks
- Timekeeping
- This tab is used by Timekeepers to define/open/close time periods for scheduling
- Reports
- All the report types available in Procura can be found here
- Built-in reports are found in the green book icons, and custom VCH reports are in the Report Explorer
- User
- This tab contains icons that allow you to change your password, customize Procura, and log out