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Portal overview and navigation

PHOXBook pharmacy portal (rx.phoxbook.ca): Understanding the pharmacy portal layout and how to navigate.

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Written by William

Main navigation

The main sections are in the side menu on the left. The menu button (☰) next to the logo shows or hides it. On wide screens it is open by default; on narrower screens it slides in over the page.

Dashboard with the side menu

The side menu shows, when you have access to them:

  • Dashboard: Home page with the store setup card, quick actions and today's appointments

  • Appointments: Appointment calendar and list

  • Patient Linking: Linking appointments to dispensing-system profiles (only where your pharmacy has a dispensing connection)

  • Pen Needles, Minor ailments, MedsCheck: Clinical modules, shown only when they are turned on for your pharmacy

  • Calendar: The pharmacy calendar with appointments, staff schedules and opening hours

  • Reports: Store Reports, with analytics and performance metrics

  • Waitlist: Patients waiting for services

  • Settings: Pharmacy settings (if you have access)

Patients is not in the side menu. Open patient records from your Profile Menu → Patients, or find a patient with the Search icon (Ctrl + K).

Header elements

The header contains:

  • Logo (left): Your organization's logo, or the PHOXBook logo. Click it to return to the Dashboard.

  • Store: The store you are working in. If you have access to more than one store, click it to switch.

  • Not live yet chip: Shown while your store is not taking online bookings yet (see Setting Up Your Store).

  • Room status: Shown only at pharmacies with clinic rooms.

  • Search: Find a patient or appointment (Ctrl + K).

  • New Appointment (calendar icon): Book an appointment or a walk-in.

  • Help Center (?): Open the Help Center.

  • Notification bell: Recent notifications.

  • Profile Menu: Your initials, with your store number underneath. Opens your account menu.

Profile menu

Click your avatar in the top-right corner. The menu shows your name and email, then:

  • My Profile: Your profile and notification settings

  • My Work Hours: Your schedule (only when staff schedule matching is turned on for your pharmacy)

  • Staff Availability: Your team's schedules (needs the manage availability permission)

  • My Capabilities: Your service qualifications (only when capabilities are turned on)

  • Patients: The patient list

Store Configuration

  • Activities: The pharmacy activity log

  • Settings: Pharmacy settings (if you have access)

  • Release Notes: Recent updates

Help

  • Help Center: Browse help articles

Below these are the language switch (Français or English), Sign Out and the portal version.

Switching store

If you have access to more than one store, click the store name in the header and pick another store. See Working at a Different Store.

Quick navigation tips

  • Click the logo to return to the Dashboard from any page

  • Use the Search icon or Ctrl + K to find patients and appointments

  • Press Shift + ? to see all keyboard shortcuts

Phones and small screens

On a phone:

  • The menu button opens a drawer with the main sections, including Patients

  • A bottom bar gives quick access to Home, Appointments and Patients

Need help?

Press Shift + ? for keyboard shortcuts, or open the Help Center with the ? icon in the header.

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