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Ortho Navigator dashboard within PHM

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Is anyone successfully utilizing the Ortho Navigator dashboard as a part of PHM?  I have attempted to get a user guide or some such, but this is all I received “The feature Displays a Risk Managment tab under Dashboard. When a care manager logs in they can see all tasks that have due dates unassigned or due for today. On the CCMR admin section under programs user can create tasks and under tasks you can add templates from HRA and care plan. Next, While adding surgery for a patient user has to select one of the programs. Finally, In the documentation section based on the program selected for the patient the tasks show up and for every task their respective templates. The care manager can then document it and assign due dates for each task. Turns on the Risk Management functionality in CCMR”  angry  and an offer for further training downer .  There is no reference on the help hub nor on my.eclinicalworks.com.
HELP!
PS I have attached a screen shot of the dashboard for reference


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