---
title: Basic Canvas Navigation
description: Learn how to navigate Canvas EHR, including menus, patient charts, and key tools to streamline your daily clinical workflow.
---

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1. [Prax Health Knowledge Base](https://learn.praxhealth.com/knowledge-base?hsLang=en-us)
2. [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us)
3. [Canvas EHR Basics](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#canvas-ehr-basics)

# Basic Canvas Navigation

## A step-by-step walkthrough of how to navigate the Canvas EHR interface, designed for new users learning their way around the system.

<https://www.loom.com/share/a4e157047ec84cda81bd8ce0496ad7f9>

[Canvas Basics: Navigation - Watch Video](https://www.loom.com/share/a4e157047ec84cda81bd8ce0496ad7f9)

<https://www.loom.com/share/a4e157047ec84cda81bd8ce0496ad7f9>[![](https://cdn.loom.com/sessions/thumbnails/a4e157047ec84cda81bd8ce0496ad7f9-with-play.gif)](https://www.loom.com/share/a4e157047ec84cda81bd8ce0496ad7f9)

This video introduces the layout and navigation of the Canvas EHR system. It helps new users become comfortable moving through the platform—finding patients, accessing charts, using menus, and understanding how information is organized. The goal is to help nurse practitioners and staff quickly locate what they need during daily clinical work.

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### **What You’ll Learn**

- Overview of the Canvas dashboard and sidebar menus
- How to search for and open patient charts
- Navigating between encounters, labs, and documentation tabs
- Understanding how to return to key areas (Tasks, Messages, Schedule)
- Tips for efficient navigation and personalization

---

### **Key Takeaways**

- Canvas uses a clean, patient-centered layout—everything you need for a visit is only a few clicks away.
- The sidebar and top navigation make it easy to move between clinical, administrative, and communication tools.
- Familiarity with the layout reduces time spent searching for information and improves documentation efficiency.

- [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#main-content)

    - [Getting Started](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#getting-started)
    - [Canvas EHR Basics](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#canvas-ehr-basics)
    - [Scheduling & Appointments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#scheduling-appointments)
    - [Billing & Payments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#billing-payments)
    - [Clinical Documentation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#clinical-documentation)
    - [Patient Communication & Portal](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-communication-portal)
    - [Patient Records & Management](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-records-management)
    - [Automation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#automation)
    - [System Tools, Utilities, Configurations](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#system-tools-utilities-configurations)
    - [Working with Teams](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#working-with-teams)

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