Dashboard
The home screen: today's numbers, your tasks, your mentions and quick actions.
The dashboard is what you land on after signing in. It is deliberately personal rather than a management report: what you completed today, what is still open for you, who has asked for you, and shortcuts into the work you do most.
What you can do here
- See appointments completed today
- See how many tasks are still open
- See the week's completion rate
- Work your tasks without leaving the page
- See mentions addressed to you
- Search patients from the home screen
- Jump straight into a patient or an appointment
The numbers at the top
| Figure | What it tells you |
|---|---|
| Completed today | Appointments marked done today — progress through the day. |
| Open tasks | Work assigned and not yet closed. |
| Week rate | How much of the week's work has been completed. |
Note
These figures depend on appointments being marked done and tasks being closed. If the dashboard looks wrong, it is usually because the agenda was not kept up to date.
Tasks and mentions
- Tasks
- Your open tasks, workable from here so the dashboard is a working screen rather than a summary.
- Mentions
- Notes and task comments where a colleague named you, with the context they came from.
Quick actions and shortcuts
- Add patient — for a first-time caller
- Schedule appointment — straight into booking
- Patient search — find a record without navigating away
- Shortcuts to Workflows, Invoices, Email Reports, AI Agents and Chat Logs
A sensible start-of-day routine
- 1
Read the dashboard
Clear your mentions and check your open tasks.
- 2
Open the agenda
Check today, and look for anything that needs moving.
- 3
Check Online Bookings
Review what patients booked themselves overnight.
- 4
Clear Missed Calls
Call back everything still pending.
- 5
Work the deals 3-day list
Contact whoever has gone quiet.
Related pages
Last updated September 2025. Screens may differ slightly depending on your plan and role.