Get Started with My Dashboard

The 'My Dashboard' is tailored to the individual user. It displays your appointments, charts and personalized statistics all in one place. Save time, customize and stay organized!

Overview

1. Where is it?
2. My Day Tab
3. Schedule
4. Agenda
5. Statistics
6. Drop Offs
7. Additional Notes

Where is it?

Start by navigating to the Dashboard from the sidebar menu.*
Set your default Landing Page in your user's Profile > Preferences tab:





Assign which starting page you'll see on login

Assign which tab of the Dashboard to default to

Assign which schedule version to use on the Home page
 

My Day Tab

The ideal solution for viewing your own schedule, uncharted appointments and appointment details.

Select an appointment for a detailed view displayed to the right of the schedule.

The left section will list patient profile demographics, such as the patient's name and date of birth and will also display links to the profile's Notes and/or Warnings when applicable.

Click the patient's name to open the Patient Lookup, and the appointment icon to view the patient's appointment history.

The right section displays appointment-specific information such as the date, time, duration, or which treatment plan, reason, memo or complaint is attached. A link to either Create or View the appointment's chart (depending on its current charting status) displays here as well. 

Select the menu icon at the top-right of the panel to view a shortened version of the Appointment menu. (Certain links may not display based on your user type's permissions.)


The most recent three uncharted appointments will display on the top-right. Select an appointment to view its details in the appointment panel below and start charting:




 Charts for the patient that's currently loaded into the Appointment panel will display below, along with the author of the chart, chart date, appointment date and the status of the chart:

Select the settings icon to view and customize your My Day tab further:

Schedule

Select from either the Day, Week or Month view of your schedule:

Day view will display a full-width view of the schedule, a day at a time. This is the recommended view for practitioners that regularly have multiple appointments in the same period.

Week view will display either 5 or 7 days depending on if weekends are hidden in the tab's settings.

Month view displays the first three appointments per day, followed by a count of additional appointments not displayed, that when clicked, links to the date's Day view.

 Agenda

View your tasks, unread messages, upcoming appointments and more:




Scheduled Appointments
View your upcoming appointments sorted by most recent onwards.

To-Dos
View your To-dos and reply by completing/dismissing/skipping them.

Calls
View your Calls and update by completing/dismissing/skipping them.




Unread Messages
View internal staff messages received. Opened messages are then hidden:




Follow-Ups
View your Follow-Ups and update by completing/dismissing/skipping them.
Select 'View All' to filter your follow-ups by category (when applicable).




Uncharted Appointments
Your list of the most recent appointments that have not been charted for:

Statistics (Practitioners only)

Live stats are based on your own appointments, invoices and patients seen.




Hover over the help icon for details on how each statistic is calculated.