Dashboard

Set up the Dashboard | Dashboard widgets

The Dashboard offers a comprehensive overview of your day, presenting concise and pertinent information. You can swiftly and effectively take action on various items, including appointments, tasks, and messages, all directly from the Dashboard interface.

The page auto-refreshes every three minutes or select the refresh icon to refresh.

Set up the Dashboard

Set the Dashboard as the default landing page

1. Under Calendar Settings, select the Use new dashboard homescreen checkbox.
2. Select Update Entire Profile.

Dashboard settings

Customize the information shown on the Dashboard and choose your default landing page from the Dashboard Settings window.

1. Select the gear icon.
2. Make your selections and then select Save.

• Default Landing Page: Select Dashboard or Calendar as your default landing page.
• Widgets: Select the widgets to show on the Dashboard by selecting its checkbox.
• Appointment Visibility: Select whether to show canceled and/or rescheduled appointments. The Appointments widget is required for this option to show.

Dashboard widgets

Calendar widget

• Select the Provider or Office tab to switch views
• Use the dropdowns to select the provider or office
• Change the view by day, week, month, and year

Appointments widget

The Appointments widget provides a detailed view of your appointments for the day. You can update it directly from the Dashboard to manage your appointments efficiently.

The Appointments widget shows the following:

• Select the Hide Past Appointments checkbox to hide past appointments (greyed out)
• Select Edit appointment(appears when you select the appointment box) to edit appointments
• Appointment time
• Office
• Patient's name - Select the link to open the patient chart
• Appointment status (below the patient's name) - Change the status from the dropdown list
• Appointment duration
• Reason for visit
• Vitals status - Select the link to open the appointment screen)
• Clinical note status - Select the link to open the clinical note
• Exam room
• Insurance and eligibility status
• The appointment box's border color is derived from the color selected for the appointment profile

Messages widget

The Messages widget shows all of your incoming messages, which you can filter by:

• Patient
• Message type (read, unread, or all messages), a blue dot indicates an unread message

The individual message box shows the following:

• Message type
• Patient name - Select the link to open the patient chart
• Message date
• Message title
• Select the pencil icon to open the Message Center

Tasks widget

The Tasks widget is a dynamic view of your outstanding tasks, which can be updated and completed directly from the Dashboard.

• Select Task to create a task
• Filter by patient or category
• Use the dropdown to update the status
• Overdue tasks are at the top of the list in red

Individual task boxes shows:

• Category
• Task title
• Status 
• Priority level

Claims by Claim Status widget 

The Claims by Claim Status widget provides a snapshot view of the practice's claims, categorized by status that launches users to the Live Claims Feed.

• Select Go to Billing to open the Live Claims Feed page. All claims statuses are shown.
• The widget is divided into two columns — Claims in Progress and Claims to Review
• The total number of claims appears next to each column header and claim statuses
• Select a column heading or claim status link to view their details on the Live Claims Feed page.

Patient Data widget

The Patient Data widget shows the practice's total outstanding patient balance, the number of active payment plans, and the number of late payment plans.

Post widget

The Post widget shows the practice's unmatched ERAs, unallocated payments, and patient payments for 30, 60, 90, or 120 days.