Key Metrics

• Tasks Panel: Shows task categories with unread counts. Items are sorted from highest to lowest unread count (for example, Amendment with 5 appears above Task with 1). Clicking a category shows related items on the right. Up to 5 items are shown here; clicking View All takes the user to the Tasks screen.
• Top KPI Cards: Each shows an icon, a number, and insights; user can select the time range (Current Week, Last Week, Last 2 Weeks, 1 Month, 3 Months, 6 Months, 1 Year, All Time).
• Quick Actions: The filter icon lets users choose which quick action tiles appear on the dashboard based on preference. Available tiles include New Appointment, Create Note, Prescribe, Encounter Form, Lab Order, Walk-in, and Check-in. Each tile opens its relevant screen. For actions that require patient selection (such as Lab Order or Encounter Form), the Patient Search modal appears first; after the patient is selected, the user is taken to the relevant screen.
• Appointment Reports: Mini cards summarize No-Show Rate, Appointment Completion, and Average Wait Time across the whole practice. A Location dropdown is available to filter reports for a specific location; by default, reports show data for all locations. Average Wait Time is calculated from waitlist data based on how long patients waited before being scheduled.
• Recent Activities: Shows the five most recent activities in a timeline for quick review. Activities reset every 24 hours.
• A lock button will be available at the bottom of the sidebar allowing users to lock the sidebar into place.
• Wait Time vs Cycle Time Dropdown: Grouped Bar Chart, Stacked Bar Chart
• Appointment Status Dropdown: Bar Chart, Pie Chart, Line Chart