Dashboard Overview

The Dashboard gives you a complete overview of your clinic’s day, bringing together appointments, tasks, and patient actions in one place. It helps you quickly understand what needs attention, prepare for upcoming visits, and keep the workflow running smoothly. With everything visible at a glance, the Dashboard makes it easier to stay organized, reduce delays, and ensure the team remains aligned throughout the day.

Useful links:

• Understanding appoinment section: Appointment Dashboard
• Create and view tasks: Tasks
• View and set pending arrival time: Set Arrival Time
• View and publish draft journals: Draft Journals
• Manage pending patient tasks: Pending Patient Tasks
• Create custom In-Progress statuses: Custom In-progress status

Step-by-step