Solace Dashboard Explained (Advocate/ICA)

Welcome to Solace and your Insurance-Covered Advocacy dashboard! Here, we'll take a quick look at your navigational column, the gateway to all of your dashboard's features, to help you get your bearings.

NOTE: There are two different dashboard views, one for hybrid accounts (for advocates with private clients and ICA patients) and an ICA-only account (for those working exclusively with ICA patients). The views do vary slightly but behave the same way. These images are taken from an ICA-only dashboard, but the following explanations will still apply to both versions.

When logged into your account on a computer, your navigational column is on your dashboard's left side. On mobile devices, it is accessible via the "pancake stack" icon in the upper right-hand corner. The various buttons are as follows:

• "Home" - This takes you to your dashboard's welcome page
• "Patients" - This takes you to a list of any patients associated with you
• "Care Plans" - Each patient will have a corresponding care plan. This button will take you to a list of both "Incomplete" and "Submitted" care plans
• "Timesheets" - This is where you track and submit any billable hours associated with one of your patients. This is also where you can add or adjust banking details to ensure you're paid for your time.

• "Tools" - This button expands and collapses to reveal a list of assorted tools, pictured below:
  • "Messages" - If your patient has created an account on the Solace site, you can direct message with them here
  • "Tasks" - Think of this feature as a to-do list where you can add tasks and move them between categories to help keep organized ("Upcoming," "In Progress," "Needs Attention," and "Complete")
  • "Forms" - Various templates are accessible here that you are welcome to take advantage of. They can be sent to patients, completed, and returned through the Solace dashboard whenever a patient has created a Solace account
  • "Calendar" - Keeping your calendar up to date is an important part of your CHW relationship. Set "Your Work Hours" through the "Settings" cog available on this page to ensure you're always available when patients are scheduled to meet with you. You can even sync your Google Calendar! 
  • "Your Profile" - This is where you can access and adjust your profile page's details, such as language preferences, name, etc.

"Account Settings" are accessible via the upper right corner of your dashboard.

• Click your image and then "Account Settings" whenever you need to adjust your associated email address, phone number, or bank account information.
• This is also where you can log out or reset your password if you have used a unique username and password to access your account.
  • Note that password resets will not work if you initially logged in using Google or Facebook credentials.

And that is a brief overview of your Solace dashboard. When you have a few minutes, look around and click in and out of areas to explore and familiarize yourself with this new terrain. There are also great resources available to learn more about specific areas of your dashboard in our Help Center.

Still have questions? Feel free to email us at [e-mail] or give us a call at [phone]. We're happy to help!