Dashboard Overview

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

Step-by-step

1. The Dashboard gives you an at-a-glance view of today’s appointments and all pending tasks. This helps you streamline your workflow, making it easier to manage your pace and stay ahead of the clinic’s schedule.

2. The Appointments section gives you a complete snapshot of all appointments happening today, including the patient, service, provider, location, appointment type, status, and invoice information. This helps you stay organized and prepared for each patient throughout the day.

3. The Activity widget gathers all tasks that require your attention, such as setting arrival times, publishing draft journals, and completing manual tasks.

It also highlights cancelled appointments, helping you adjust your workflow, reassign staff time, or fit in patients from the waiting list.

4. The Pending Patient Tasks section lets you easily track patients who still need to complete required steps, such as the Health Declaration or Silhouette. This ensures patients are fully prepared before their appointment and helps reduce delays in the clinic.