Everything in ChartVoyant hangs off one row of tabs across the top. Ten of them, in a deliberate order, and the first one is the newest idea in the product.
Sign in and look at the row along the top. Left to right:
Tab What belongs here ✦ AI Ask questions and hand over work — "what's on today's schedule", "open a case for this patient" Scheduling The day's visits, check-in, check-out, booking Inbox Your work queue: requests, results, messages, tasks Chat Internal messaging between staff Patients The patient list and creating a new patient Fax Inbox Documents arriving from outside — faxes, referrals Clinician Console The staged visit: intake, exam, assessment & plan, sign-off Admin Accounts, roles, hours, templates, audit — administrators only Billing The practice's claims and A/R worklist Reports Practice reporting 
Next to the tabs is the search box: Search by ID or name (Last, First)…
Type a name or a six-digit MRN and press Search. One match opens that patient's Quick View directly. Several matches take you to a Search results page to pick from. No matches gives you No patient matches "…".
Visible is not the same as allowed
Admin is the only tab hidden by who you are — if you're not an administrator, it isn't there. Everything else is visible to everybody.
That surprises people, so it's worth being precise: what you can do is enforced by the server, not by hiding buttons. There are four permissions — view reports, view billing, work billing, and prescribe — and your administrator maps them to roles in Admin → Roles & permissions. When your role lacks one, the action is refused with Requires capability: … (Admin → Roles & permissions).
The two inboxes
The names are similar and the contents are not.
Inbox is yours. It holds cases assigned to a person: appointment requests, lab and imaging results, orders and prescriptions, patient cases, phone messages. Everything in there is somebody's job, and it's sorted into eight categories with live counts.
Fax Inbox is the practice's. Faxes and referrals land there from the outside world, get read automatically, and get matched to a patient — or fail to, and wait for a human. Nobody "owns" an item there until they pick it up.
The AI tab
It sits first for a reason: it's the fastest route into the product for a new user. You can ask it questions about the practice and you can hand it work — it can look up charts, open cases, and book or move appointments, and every action it takes is recorded like any other.
The disclaimer under the box is the important part: Answers are drawn from the chart and every action is audit-logged. AI can make mistakes — verify anything clinical. Treat it as a very fast colleague who is sometimes wrong, not as an oracle.
What usually goes wrong
Hunting for a "menu". There isn't one. Ten tabs and a search box is the whole navigation model.
Looking for the schedule under Patients. Patients is the list of people; Scheduling is the list of appointments. Check-in and check-out live under Scheduling because they're things you do to a visit.
Assuming a missing tab means a broken install. If you can't see Admin, you're not an administrator. That's the only tab that hides.
Using the top-level Billing tab to look up one patient's balance. Open the patient and use the Billing tab in their chart instead.