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Workspaces are role-based navigation lenses. They compose nav groups from multiple cores into a single sidebar, so you can stay in one view while you move across the modules your role uses each day.

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Overview

A workspace is a saved cross-core slice of the sidebar. You pick one from the workspace switcher in the contextual panel header. The app routes to /workspace/:workspaceId and the panel re-composes its sections from the workspaces you choose, while the core rail stays in place. A lightweight hub page names the workspace and surfaces “needs attention” counts pulled from the underlying cores. The cores remain the source of truth. Workspaces only reference existing nav groups, so the items, routes, and permissions you see inside a workspace match what you see inside each core. Four workspaces ship by default:
The seed workspaces are provisional. They’re a starting point that will be tuned based on real co-navigation patterns; expect the included groups to evolve, and expect org-configurable workspaces in a later release.

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Who it’s for

Anyone whose day spans more than one module. Workspaces are visible to all authenticated users by default. Items inside a workspace are still filtered by the same permissions that gate the underlying core nav groups, so you only see the rows you’re already entitled to.

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Before you start

  • Sign in to Encore OS.
  • Make sure your role grants access to at least one core referenced by the workspace you want to use — otherwise the workspace will appear empty.

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Steps

1

Open the workspace switcher

From any page, open the workspace switcher in the contextual panel header (the panel sits next to the persistent core rail on desktop).
2

Choose a workspace

Select Front Desk, Clinician, Revenue, or Manager. The app navigates to /workspace/:workspaceId and the panel re-composes its sections to match the workspace.
3

Work from the composed panel

Use the panel groups to move between sections from different cores. Each item routes to its existing page in the owning core — workspaces don’t create new pages.
4

Check needs attention

The workspace hub page surfaces counters for queues that need follow-up across the included cores. Select a counter to jump straight to that queue.
5

Exit the workspace

Pick a core from the rail, or switch back via the workspace switcher, to leave the workspace lens and return to a single core’s nav.

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Key concepts

  • Workspace lens — a panel composition that pulls nav groups from multiple cores instead of showing one core at a time. Selected from the panel-header workspace switcher.
  • Section — a labeled block inside a workspace that pulls one or more navGroups from a single core verbatim.
  • Needs attention — per-core counters (for example, open claims or unsigned notes) aggregated on the workspace hub.
  • Provisional — flag indicating the workspace’s composition is unvalidated and may change as usage data accumulates.

Modules

Enable or disable the underlying cores that workspaces compose.

Permissions

How permissions filter the items shown inside a workspace.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.