User Manual

Dashboard

Dashboard

Navigation Menu

Main Panel

Admin Menu

Clients List

Appointments List

Document Library

Client Record

Appointment Record

Templates

Settings

Data Exports

Account

Navigation Menu

This sidebar menu contains all the main access points for navigating throughout AnalystAssist and can be used at any time

  • Dashboard - Returns user to the main Dashboard page at any time

  • Clients - Open the full Clients List page

  • Appointments - Open the full Appointments List page

  • Document Library - Open the file storage page for documents (e.g. pdf handouts, info sheets) that can be attached to emails being sent to Clients/Patients.

  • Templates - The pages for adding, editing and deleting the form, report and email templates used throughout AnalystAssist

  • Appointment Timer - A simple timer application for timing appointment duration.

  • User Manual/Help - Links to the documentation and support sections of the website

nav menu

Main Panel

  • Recent Appointments - List of the most recent appointments up until today. Clicking an entry will open the relevant Appointment Record.

  • Recently Added Clients/Patients - List of new Clients/Patients. Clicking an entry will open the relevant Client/Patient Record.

  • Tasks - Summary of all Client/Patient tasks. Due or overdue Tasks appear red. Clicking an entry will open the relevant Client/Patients Record.

  • + Client/Patient Button - Create a New Client/Patient Record

  • + Appointment Button - Create a New Appointment Record. Initially, you will be asked to select the relevant Client/Patient for this new Appointment or to create a new one.

  • Statistics - A display of the most relevant statistics related to your Clients/Patients.

    • Total Clients/Patients - a count of the Client/Patient Records in your account.

    • Total Appointments - a count of the Appointment Records in your account.

    • Returning Clients/Patients - the number of Clients/Patients with more than one Appointment Record.

    • Total Appts Prev 12 Months - a count of the Appointment Records in your account in the previous 12 months.

    • Total Returning Clients - a pie chart indicating the percentage of Clients/Patients that have more than one Appointment Record in your account.

    • Male vs Female Clients/Patients - a pie chart indicating the split of Client/Patient Records that have a gender marked as ‘Male’ or ‘Female’.

  • Notepad - An editable list of Notes items. Click ‘Add Note’ to add a new Note, then overwrite ‘New Note’ and click ‘Save’ to store. Click the ‘trashcan’ icon to delete a Note.

Admin Menu

Click the List icon (3 lines with circle around it) in the top App Bar to open the Admin Menu

  • Settings - Navigate to the Settings page to customise the various Settings for how AnalystAssist functions and looks

  • Billing & Subscriptions - Manage your subscription to AnalystAssist

  • Data Exports - Export all your Client/Patient and Appointment data

  • Account - Manage your User Account: Change your email address or password, enable or manage Two-Factor Authentication, download your personal User data, and delete your account completely.

  • Logout - Logout of the AnalystAssist platform. This will periodically happen automatically.