Dashboards are supported at the Practice, Group and Client level.
You can create shared and personal dashboards or select and order from a pre-defined list.
This is accessed by clicking on the Practice menu and selecting from the available Dashboards. If none exist see Creating and Administering Dashboards later in this document
Group and Client Dashboards
You can access Dashboards from the Dashboards tab in a Client or Group Record.
Only Administrators can create and maintain Practice Dashboards
Dashboards can be created and administered from the "My Dashboards" option under your User Menu (as shown above).
From this area, you can Create, Edit and Delete dashboards. You can also create dashboards via Create Dashboard option available in the Dashboard tab menu of the Group and Clients Record.
Creating your first Dashboard [No Audio]
This video covers
- Creating a shared Group based Dashboard
- Adding Widgets
- Saving the Dashboard
Please note: In this video, Dashboards are accessed by the Details tab in Client and Group Records. This feature is now available in the Dashboards tab.
- You can only edit Dashboards where you are the creator.
- Shared dashboards that you can access are maintained by the author.
- To change the widgets or order of them, go to the dashboard and drag and drop as required. Click on "Save Order" to retain your changes.
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