Multiple Dashboard Views

Create a dashboard | Manage dashboards | Edit a dashboard

You can create multiple, customized Dashboard views to align with different work roles, offering greater flexibility. Each view can be tailored to suit your and your team's specific needs.

• Front office staff can use a daily view that highlights the schedule, patient check-ins, open tasks, and unread messages to efficiently manage patient flow.
• Billing staff can create a financial view to monitor outstanding claims, denials, and account balances—without needing to navigate through other areas of the system.
• Providers can design their own dashboards, focusing on their schedules, clinical tasks, and incoming messages, so they always have the right information readily available.

Create a dashboard

1. Select Schedule > Dashboard.
2. Select the plus icon .

The Add Dashboard side panel opens.

3. Enter the dashboard's name, select the widgets you want to show, and select Add Dashboard.

The Front Office dashboard we just created appears as a tab next to the default Dashboard.

Manage Dashboards

You can manage which dashboards are shown and customize the order in which they appear. 

Select the gear icon to open the Dashboard Management side panel.

You can perform the following actions:

• Hover over the drag dots icon (the cursor changes to a grab cursor) and then drag and drop to reorder the dashboard list.
  
  • The list appears from left to right on the Dashboard in the same order as it is shown from top to bottom in this list.
• Select the pencil icon  for the specific dashboard to edit it.
• Select the eye  or crossed-out eye icon to hide or show the dashboard, respectively.
• Select the trash can icon to delete a dashboard.

Edit a dashboard

1. Select the gear icon to open the Dashboard Management side panel.
2. Select the pencil icon  for the specific dashboard.
3. Make your changes and select Save Dashboard.