Dashboards

Knowledge base

Description Video

Dashboard

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.

Practice Dashboards

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

These are accessed from the Details Tab on both Group and Client pages, as shown below.


Note
Only Administrators can create and maintain Practice Dashboards

Administering 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.


Tip
You can also create dashboards via Create Dashboard option available on the Details tab menu of the Group and Clients


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