User Guide / Dashboard

Dashboard

Your daily home base: today's numbers, live operations, and quick links.

For: All staff

The dashboard greets you with five KPI cards — Today, Open Notes, Pending Orders, Unread Messages and Patients. Each card is clickable and jumps straight to that area, pre-filtered where it makes sense.

The KPI cards
  1. 1Today → opens the Schedule.
  2. 2Open notes → opens Encounters filtered to unsigned notes.
  3. 3Pending orders → opens Orders filtered to pending items.
  4. 4Unread msgs → opens your Messages.
  5. 5Patients → opens the Patients list.

Below the cards, Live Operations shows a real-time snapshot of patient flow (scheduled, checked-in, in-room, completed, no-show) and work queues that auto-refresh, so the front desk and clinical team always see the same picture.

Dashboard KPIs, Live Operations panel, today's schedule and open notes.
Dashboard KPIs, Live Operations panel, today's schedule and open notes.
User Guide — Proactive Clinic