The Dashboard shows clinical activity, patient engagement, practice performance, and upcoming appointments in one place.
In this guide, we'll cover:
Opening the Dashboard
Choosing an individual or practice view
Reviewing categories and appointments
Opening the Dashboard
To open the Dashboard:
From the left menu, expand Home.
Select Dashboard.
Under Home, Dashboard shows metrics and appointments. Patient Details shows patient-level items that may need attention.
Choosing a view
Individual view: Shows your patients, sessions, engagement, treatment, and billing activity.
Practice view: Shows practice-wide information when your permissions allow it.
In practice view, use Filter by Clinician to focus on one or more clinicians. Available views and data depend on your role and permissions.
Reviewing Dashboard categories
Choose a category at the top of the Dashboard:
Clinic Overview
Client Status & Demographics
Session Data
Client Engagement
Diagnostic Treatment
Medical Billing
Reviewing upcoming appointments
The appointment list shows the date, start time, duration, patient, and visit type. Select View All to open your complete schedule.
