> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspaces: cross-module navigation lenses

> Use Workspaces to compose Front Desk, Clinician, Revenue, and Manager nav from multiple cores into one role-focused sidebar in Encore OS.

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.

## 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:

| Workspace      | Composes nav from                                                                                                                                                                             | Best for                                                  |
| -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------- |
| **Front Desk** | Practice Management (scheduling, patient management, my work), Community Engagement (pipeline, contacts), Recovery Housing (census, daily operations)                                         | Scheduling, intake, and housing coordination in one place |
| **Clinician**  | Clinical (my queue, charts, notes & submissions, treatment & services), Practice Management (scheduling)                                                                                      | Charts, in-basket, and clinical workflow                  |
| **Revenue**    | Practice Management (charge capture, claims, payments posting, AR & denials), Finance & Accounting (AR, reports & analytics)                                                                  | Revenue cycle across PM and Finance                       |
| **Manager**    | Workforce & HR (people, time & leave, performance), Finance & Accounting (reports & analytics), Recovery Housing (staff ops, outcomes & alumni), Practice Management (operations & analytics) | Cross-functional oversight                                |

<Note>
  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.
</Note>

## 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.

## 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.

## Steps

<Steps>
  <Step title="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).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Modules" icon="layer-group" href="/pf/modules">
    Enable or disable the underlying cores that workspaces compose.
  </Card>

  <Card title="Permissions" icon="user-shield" href="/pf/permissions">
    How permissions filter the items shown inside a workspace.
  </Card>
</Columns>

<Note>
  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.
</Note>