Homepage Tour
- Meagan Prost
Cloud Knowledge Base Home / Getting Started / Getting Started with EAP Expert Cloud / Homepage Tour
Experience the effortless navigation of our EAP Expert Cloud software's home page.
With a user-friendly design and intuitive layout, you can easily access essential features, track real-time updates, and streamline your daily tasks, all from a central hub.
In this guide, we’ll review:
Efficient navigation strategies
Let's explore key features and highlights on the home screen to streamline your workflow, providing quick access to essential tools and information.
Menu Navigation
On the left-hand side of the screen, you'll find a list of menu options, with the default opening being the ‘Modules’ listing in EAP Expert Cloud.
Click on each menu heading to explore and familiarize yourself with the options.
To hide this list, click on the three horizontal lines icon in the top left-hand corner; click it again for the menu to reappear.
EAP Expert Term | Meaning |
|---|---|
Modules | Each software module is a specialized component that handles specific aspects or features related to employee assistance services. |
Integrations | Streamlined connection to your team’s add-on features, enhancing workflow and efficiency by allowing seamless access to supplementary tools and functionalities. |
Insights | The dedicated repository for robust data analysis and reporting tools. |
Options | A comprehensive set of customizable program settings and features within the software system, available to system administrators for alignment with specific business processes and procedures. User options, on the other hand, are accessible to all users. |
Tools | Specific features beyond standard functionalities, exclusively accessible to superusers, are designed for tasks related to system configuration, customization, and advanced actions. |
Utilities | Additional features for system administrators for efficient system management and optimization. |
System Refresh
To refresh your system, click on the EAP Expert logo on the top upper left-hand side of your system at your convenience. Please refrain from using your internet browser’s ‘reload’ button.
Notifications
When notifications await your review or completion, the white bell icon in the top right-hand corner will display a number, while the green button adds an alert to grab your attention.
My Account
Your initials are inside an orange circle to the right of the notifications. Hover over this icon to access account details and log off.
Tip: Optimize your user experience by exploring and adjusting your Profile Settings.
Button glossary
Explore the valuable buttons in the top menu bar as you navigate the system.
EAP Expert Button | Meaning |
|---|---|
New 
| This button empowers you to generate a new item within any module where the feature is accessible. Choose from the drop-down list to initiate the creation of a new element in EAP Expert Cloud. |
Add a New File  | This button becomes visible within a client file, enabling you to add a new file to the existing client record effortlessly. It is commonly utilized in the Client Files module, especially when managing multiple types of requests or assistance for a service member. |
Save 
| While navigating EAP Expert Cloud, utilizing the Save button to preserve your work and seamlessly continue from your current position is crucial, as the Cloud does not automatically save your work. |
Save and Close 
| Click the Save and Close button to confirm that your changes have been saved, and the system will appropriately close the file you are working on. |
Delete 
| This button, when visible, will delete your current work. Exercise caution when using this function. In some cases, deleted items, such as files, may be available in the Recycle Bin, under the Tools menu, for restoration. |
Schedule 
| This button serves as a direct shortcut for efficiently scheduling appointments for the client using the Scheduler tool. Please note that a client file must be open to access this functionality. |
Alert/To-Do 
| Empowering you to create and manage file alerts and to-dos for enhanced task management and information. Widely used in modules like Client Files, Clinical Resources, and Organization/Groups. Refer to the Alerts/To-Dos module for comprehensive management of your connected items. |
IBox 
| IBox, short for Information Box, offers a rapid search function for organizations/groups. This button enables efficient access to information on covered services and benefits. |
Help 
| This button connects you to essential help resources, including information about your EAP Expert Cloud system, a direct link to request a software update, access to this Knowledge Base, and the option to provide us with your valuable feedback. |
CSV Data Import 
| By clicking this button, you can access comprehensive instructions and import diverse data into your EAP Expert Cloud system using a CSV file. |
Service Request 
| This button is a quick shortcut to complete a service request, functioning as an expedited method for initiating a new file creation process. |
Export  | This feature enables users to transfer search results to a variety of file formats, including Excel, PDF, CSV, and more, facilitating convenient data management and sharing. |
More Options 
| When you spot the icon featuring three horizontal dots, hover over it to reveal additional buttons within the module you are working in. |
Further details about additional buttons within modules designed for specific module-related tasks can be found in this Knowledge Base.
How to safely and securely log out
To ensure the security of your data, it is crucial to follow the proper log-out steps within the system rather than simply closing the browser tab. This safeguards sensitive information, prevents unauthorized access, and maintains the integrity of your session.
Locate the My Account icon in the upper right-hand corner of the screen, identified by your initials, within an orange circle button
Hover over the button to see the drop-down menu
Choose Log Off to securely log out of EAP Expert Cloud. Your successful logout is confirmed when the login screen reappears
Then, you may close your internet browser
