Dashboards are supported at the Practice, Group and Client level
You can create shared and personal dashboards.
Can select and order from a pre-defined list of charts.
This is accessed by clicking on the Practice menu and selecting from the available Dashboards. If none exist see Creating and Administering Dashboards section later in this document
Group and Client Dashboards
These are accessed from the Details Tab on both Group and Client pages, as shown below..
Note: Only Administrators can create and maintain Practice type Dashboards.
Dashboards can be created and administered from the "My Dashboards" option under your personal preferences section (as shown above).
From this area you can Create, Edit and Delete dashboards.
You can also create dashboards via "Create Dashboard" option available on the Details tab menu of the Group and Clients.
Creating your first Dashboard
This video shows:
- Creating a shared Group based Dashboard
- Adding Widgets
- Saving the Dashboard
- You can only edit Dashboards where you are the creator.
- Shared dashboards that you can access as a result are maintained by the author.
- To change the widgets or order of them, go to the dashboard and drag as you require. Click on "Save Order" to retain your changes