EHR Dashboard
Updated: Apr 05, 2025
Description
Steps
1
In the Dashboard, you can see all appointments on a daily basis across each provider, as well as each office.
2
For each appointment during the day you have selected, you can edit the appointment and access the patient's chart, as well as get a quick glance at the note status, vitals, patient insurance information and the room the patient has been assigned to.
3
The appointment status can be changed directly from the Dashboard.
4
We'll change Chrissy's appointment status to confirmed.
5
You can view messages and filter them down based on patient or type.
6
Filter by patient to see only results related to that patient.
7
Remove filters to see the full list again.
8
All your tasks will appear here and can be filtered down by patient or category.
9
New tasks can be added directly from the Dashboard.
10
Let's close without adding a task right now.
11
There are a number of customizations that you can make from the settings panel.
12
Set your default landing page to Dashboard so you arrive on this page after each login.
13
You can also add widgets to your dashboard as needed. More widget options will be added over time.
14
When you're happy with your customizations, select Save to see your updated Dashboard.
15
Your newly added widgets are now visible.
16
Thanks for watching!