Knowledge base

Description Video


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

You can access Dashboards from the Dashboards tab in a Client or Group Record.

Only Administrators can create and maintain Practice Dashboards

Administering 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.

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