Dashboard overview
What you see when you sign in — the daily snapshot for your role.
Overview
The dashboard is the home page after sign-in. The widgets you see depend on your role: an Owner sees revenue and clinic-wide KPIs; a Receptionist sees today's appointments and the queue; a Dentist sees their day.
Prerequisites
- Active sign-in
- At least some activity to display (new clinics see an "empty state" until first patient and appointment)
Steps
Open the dashboard. Top nav → Dashboard, or default landing after sign-in.
Read the day at a glance. Top stat tiles: today's appointments, today's revenue (if your role permits), patients in the queue, average wait time.
Scroll to upcoming appointments. A timeline shows the next 8 hours of bookings — useful for quickly seeing what's next.
Check the queue widget. Mirror of the queue page; shows checked-in patients without leaving the dashboard.
Note any alerts. Red banners at the top: "3 prescriptions awaiting dispense", "2 cash-ups awaiting approval", "1 invoice overdue 30+ days". Click any banner to jump to the action.
Inspect the trend cards. Owner/Admin: revenue trend (last 30 days), patient growth, no-show rate. Click a card to drill into the report.
Check the role-specific section. Dentist: today's chart; Receptionist: pending registrations; Billing Staff: outstanding balances.
Switch location (multi-location). Top-right location filter changes scope of all widgets to that location.
Expected outcome
- The dashboard loads in under 2 seconds with current data
- Numbers match other views (e.g., today's appointments matches the calendar)
- Alerts surface critical actions without buried navigation
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| All widgets show zeroes | New clinic with no activity | Create a patient and an appointment; widgets populate |
| Some widgets missing | Role-gated; not for your role | Cross-reference Clinic roles and permissions |
| Numbers wrong | Cache | Refresh; or click Refresh on individual widget |
| Trend card empty | Not enough history yet | Wait until at least 7 days of data |
| Slow load | Large multi-location aggregate | Filter to one location to narrow the query |