Dashboard Overview

This guide helps you use the Dashboard to run your day more efficiently by showing today's appointments, outstanding tasks, and patient-prep items in one place. It highlights where to prepare for upcoming visits, which actions need follow-up (like publishing journals or setting arrival times), and which patients still must complete required forms so you can proactively resolve issues before appointments.

4 steps

The Dashboard gives you a complete overview of your day in one place. Here you can quickly see today’s appointments and any pending tasks that require your attention.

The **Appointments section** lets you see all scheduled appointments for the day. Use it to prepare for each patient and identify anything that may need to be addressed before the appointment starts.

The **Activity widget** highlights actions that require follow-up, such as setting arrival times, publishing draft journals, completing manual tasks, or handling cancelled appointments.

The **Pending Patient Tasks** section shows tasks that patients still need to complete, such as Health Declarations or Silhouette before their appointment. Use it to follow-up with patients and ensure they are fully prepared before their appointment.

Dashboard Overview

4 steps

The Dashboard gives you a complete overview of your day in one place. Here you can quickly see today’s appointments and any pending tasks that require your attention.

The **Appointments section** lets you see all scheduled appointments for the day. Use it to prepare for each patient and identify anything that may need to be addressed before the appointment starts.

The **Activity widget** highlights actions that require follow-up, such as setting arrival times, publishing draft journals, completing manual tasks, or handling cancelled appointments.