The Dashboard gives you a centralized view of your clinical activity, patient engagement, practice performance, and upcoming appointments.
Whether you're an individual clinician or part of a practice, the Dashboard helps you quickly understand what's happening across your work without having to review individual patient records.
Accessing the Dashboard
From the left-hand sidebar:
Expand Home.
Select Dashboard.
The Home section contains two pages:
Dashboard – View metrics, trends, and upcoming appointments.
Patient Details – Review patient-level operational information, such as upcoming appointments, unsigned notes, claims, invoices, and insurance verification.
Individual and Practice Views
The information available on your Dashboard depends on your account and permissions.
Individual Clinicians
Individual clinicians can use the Dashboard to review insights related to their own patients, sessions, engagement, treatment, and billing activity.
Practice Users
If you're part of a practice and have the appropriate permissions, you can view insights at the Practice Level.
Practice-level users can also select Filter by Clinician to narrow the Dashboard to one or more clinicians.
Applying a clinician filter updates the displayed metrics so you can review performance for the selected clinicians rather than the entire practice.
The views, filters, and data available to you may vary based on your role and permissions.
Dashboard Categories
Insights are organized into six categories:
Clinic Overview
Client Status & Demographics
Session Data
Client Engagement
Diagnostic Treatment
Medical Billing
Select any category at the top of the Dashboard to explore its metrics.
Upcoming Appointments
Your Upcoming Appointments are also displayed below the Dashboard metrics.
For each appointment, you can quickly see information such as:
Appointment date
Start time
Duration
Patient
Appointment type, such as Telehealth or Onsite
Select View All to access your complete appointment schedule.
