Basic work item elements

Although the application includes several different work item types, many elements within these items are reused throughout the program to give you a more standardized experience. These include the following elements.

• Modals (or dialog boxes) - are generally a series of related steps within a smaller program window that must be addressed before you are returned to the main program window. There are modals for finding, adding or deleting records, confirming specific actions on a record, as well as warning and error acknowledgments.
• Grids- contain specific provider data where the provider can have more than one entry. For instance, a provider can have multiple certification, specialty, and address records. Most grids allow you to view, edit, sort, and filter the data, as well as add and remove records.
• Steppers - walk you through a series of steps or actions in a specific order to obtain a result.
• Buttons and icons - allow you to interact with a work item, such as expand a grid, add/delete a record, or open a memo field for data entry. If you are unsure what a button or icon can do, hover over it to see the label. You will find various buttons and icons within a form, and also in the Toolbar.
• Field types - help simplify and standardize data entry, which in turn helps produce better reports. For instance date fields ensure that dates are entered in the same format, and list boxes reduce spelling errors.
• Error messages- ( a type of modal) can include cautions or warnings, or even include an email link to contact symplr support with the error details.