Dashboard & Insights

The Dashboard shows clinical activity, patient engagement, practice performance, and upcoming appointments in one place.

In this guide, we'll cover:

Opening the Dashboard

To open the Dashboard:

Under Home, Dashboard shows metrics and appointments. Patient Details shows patient-level items that may need attention.

Choosing a view

In practice view, use Filter by Clinician to focus on one or more clinicians. Available views and data depend on your role and permissions.

Reviewing Dashboard categories

Choose a category at the top of the Dashboard:

Reviewing upcoming appointments

The appointment list shows the date, start time, duration, patient, and visit type. Select View All to open your complete schedule.

Dashboard metrics help you review clinical activity, patient engagement, treatment trends, and financial performance.

Go to Home > Dashboard , then choose a category. The metrics you see depend on your data, account, and permissions.

In this guide, we'll cover:

Clinic Overview

This category can show:

Use the Collected Revenue chart to review revenue over time. Practice users with the right permissions can use Filter by Clinician .

Client Status & Demographics

Session Data

This category can show:

Use these metrics to review session frequency and clinical workload.

Client Engagement

This category can show:

Diagnostic Treatment

This category can show:

Medical Billing

This category can show:

Use the time-period controls when available. Revenue can be grouped by Insurance and Private Pay.

Filtering by clinician

In practice view, select Filter by Clinician to choose one or more clinicians. The Dashboard updates to show data for your selection.

Patient Details brings important administrative and clinical information into one table. Use it to find work that may need attention without opening every patient chart.

In this guide, we'll cover:

Opening Patient Details

To open Patient Details:

Finding a patient

Use Search by Patient Name to find someone. Select Filter to narrow the list.

Understanding the table

Each row can show:

Using Patient Details as a work queue

Use the table to identify patients who:

Note: The patients and information shown depend on your account, role, and permissions.