Overview
Providers can now view more patient information directly from the Practitioner Dashboard using customizable widgets. These widgets are designed to give you quick access to important patient details before and during appointments, without needing to open the patient profile first.
The following widgets are now available:
- Appointment History
- Intake Forms
- Documents
- Prescriptions
Each widget provides a quick overview of relevant information and allows you to click into records for additional details when needed.
How It Works
You can add and manage dashboard widgets through your Settings in your Practitioner Dashboard.
Follow these steps to customize which widgets you'd like on your dashboard:
- Open the Settings in your Practitioner Dashboard
- Click Widgets
Select the widgets you would like to display on your dashboard
Once enabled, widgets will appear on the Practitioner Dashboard and show patient-related information.
New Available Widgets
Appointment History
View recent patient appointment activity at a glance, including:
- Practitioner name
- Appointment date
Click an appointment entry to open additional appointment details.
Intake Forms
Quickly review completed intake forms associated with the patient.
At a glance, you will see:
- Intake form name
- Intake form status
Click the form to open and review its contents.
Documents
Access uploaded patient documents directly from the dashboard.
At a glance, you will see:
- Document name
- Document date
Click the document entry to open and review the file.
Prescriptions
Review prescription information without opening the patient profile.
At a glance, you will see:
- Drug name
- Date prescribed
Click the prescription entry to view more details.
Key Behaviours
- Widgets can be added or removed at any time through Settings > Widgets
- Clicking an item within a widget opens additional information related to that record
- Widget visibility and available information may vary depending on user permissions
Widgets are intended to provide quick reference information and improve workflow efficiency during appointments
What Happens Next
After enabling widgets, your Practitioner Dashboard will display the selected sections automatically. This allows providers to review patient information more efficiently before entering an appointment or while charting.
As additional widgets and dashboard improvements are introduced, they will become available through the Widgets settings menu.
Troubleshooting
I don't see My Dashboard
- Check to see that My Dashboard Link in Toolbar is set to Yes:
- Open your practitioner profile
- Select the Preferences tab
- Find My Dashboard Link in Toolbar and set to Yes