Module 0, Lesson 3
Prerequisites: Lesson 0.2 — Creating Your Account & First Login
Estimated time: 7 minutes
What You'll Learn
- How the sidebar is organized into MAIN and LEARN sections
- What each menu item does at a glance
- How to access all nine AI agents from the Agents submenu
- How to use the top navigation bar
- Where to find your credit balance and account settings
- How to navigate on mobile devices
The Sidebar — Your Command Center
The left sidebar is how you move through DeepCura. It is divided into two sections: MAIN (your daily workflow tools) and LEARN (support and configuration). Let's walk through each one.
MAIN Section
This is where you spend most of your time.
Patients (+)
Your patient directory. View all patients, open their charts, and create new patient records by clicking the + button. Each patient card shows their recent notes, encounters, and contact information.
Templates
Manage your clinical note templates. DeepCura comes with pre-built templates for common specialties (SOAP, H&P, progress notes), and you can create custom templates tailored to your workflow.
Agents
This is the hub for all of DeepCura's AI tools. Click Agents to expand the submenu and access all nine agents:
| Agent | What It Does |
|---|---|
| AI Receptionist | Configure your 24/7 AI phone agent for patient calls |
| AI Nurse | Set up automated patient intake before visits |
| AI Billing | Generate ICD-10 and CPT codes from your notes |
| AI Tasks | Automate repetitive clinical workflows and task management |
| DeepEvidentia | Evidence-based clinical decision support |
| AI Visualizer | Generate visual aids and diagrams for patient education |
| AI Comms Hub | Unified communications center with AI Fax, AI Email, and AI SMS — manage all patient communications in one place |
| AI Forms | Create and manage digital intake forms for patients |
| AI Marketing | Generate marketing content for your practice |
AI Schedule
View and manage your appointment calendar. If you have connected an EHR system, your appointments sync here automatically. You can also see scheduled AI Nurse intake calls.
Team
Collaborate with your staff. This expands into two sub-items:
- Team Members — Invite colleagues, assign roles, and manage team access
- Team Chat — Send real-time messages to your team within DeepCura
Network
Browse and share note templates with the DeepCura community. Discover templates created by other clinicians in your specialty, or publish your own for others to use.
LEARN Section
Resources to help you get the most from DeepCura.
AI Consultant
Your in-app AI assistant. Open a chat with the AI Consultant to ask questions about features, get help writing notes, or troubleshoot issues. This is the same assistant who greeted you on your first login.
Analytics
Track your usage statistics — notes created, time saved, encounters processed, and more. Useful for measuring the impact of AI on your practice efficiency.
Settings
Configure your account. This expands into two sub-items:
- Profile Settings — Update your name, specialty, EHR connection, AI model preferences, notification settings, and subscription details
- Automation Rules — Create custom rules that trigger actions automatically (e.g., auto-send notes to your EHR after approval)
The Top Navigation Bar
The top bar provides quick-access controls that are always visible regardless of which page you are on:
- Language - of transcription
- Theme Toggle — Switch between light mode and dark mode
- Notifications — Bell icon showing unread alerts (new faxes, completed notes, team messages)
- Avatar — Your profile picture or initials, linking to quick account actions
- Credit Balance — Shows your remaining AI credits. Each AI operation (note generation, billing codes, AI chat) consumes credits. You can purchase more credits or upgrade your plan from Settings > Profile Settings
-
Profile / Logout — Quick access to your profile and a sign-out button
Navigating on Mobile
DeepCura is fully responsive. On tablets and phones:
- The sidebar collapses into a hamburger menu (three horizontal lines) in the top-left corner
- Tap the hamburger icon to open the sidebar as an overlay
- Tap any menu item to navigate, and the sidebar closes automatically
- All features are available on mobile — the layout adapts but nothing is hidden
Quick Reference: Where to Find Things
| I want to... | Go to... |
|---|---|
| Create a clinical note | Patients > select patient > New Note |
| Connect my EHR | Settings > Profile Settings > EHR section |
| Set up the AI Receptionist | Agents > AI Receptionist |
| Invite a team member | Team > Team Members |
| Check my credit balance | Sidebar footer (always visible) |
| Get help from the AI assistant | AI Consultant (under LEARN) |
Next Steps
Continue to Lesson 0.4 — The AI Consultant: Your Onboarding Guide to learn about Emily, your in-app AI assistant.