Using the location overview (dashboard)

The location overview may display different boxes of information, depending on the security roles your user account has and whether you are a provider or not. An administrator who is a provider will see all items.

To use the location overview

How to get there

On the Home menu, under Location, click (or tap) Overview.
The location Overview page opens.

On the location Overview page (dashboard), each box that is displayed provides insight into the financial health of your location. Click (or tap) a box (that allows interaction) to resolve any problems. One or more of the following boxes may be available:

Unconfirmed Appointments - This box summarizes how many unconfirmed appointments there are for the next seven days, starting with today. On the graph, click (or tap) the bar of a day to open the Unconfirmed Appointments page for that day. Click (or tap) the Settings button to open the Appointment Communications page and set up appointment reminders.
Unscheduled Recalls - This box summarizes how many recall appointments need to be scheduled for the past 3 months, the current month, and the next three months. To view the graph for all recall types, leave All selected in the list below the graph. To view the graph for a specific recall type, select that type from the list below the graph. On the graph, click (or tap) the bar of a month to open the Recall Management page for patients who are due for a recall appointment during that month but who do not have an appointment scheduled. Click (or tap) the Settings button to open the Patient Communications page and set up recall reminders.
Note: Inactive and non-patients are not included in the graph.
Missed Appointment History - This graph represents the number of missed appointments (appointments with a status of Cancelled or FTA) and the number of appointments that were rescheduled during the past six months. In the legend, you can click (or tap) missed and rescheduled to switch between showing and hiding the statistics for missed appointments and rescheduled appointments. This information also appears on the Missed Appointments Report. Also, you can click (or tap) the graph to open the Fill Openings panel of the schedule with the Cancelled/FTA tab selected
Clinical Note Tasks: This box summarizes the following:
- Unsigned - This column displays how many unsigned clinical notes there are that were entered today and during the previous 30 days. A clinical note is considered to be unsigned by you if you are the primary provider and have not signed it. A clinical is also considered to be unsigned by you if the primary provider (someone other than you) has signed it, but you are the additional provider and have not signed it.
- Not Entered - This column displays how many clinical notes were not entered today and during the previous 30 days that should have been. A clinical note is considered to have not been entered if a clinical note with you as a provider has not been entered on the service date of a completed procedure with you as the provider.
- In Progress - This column displays how many clinical notes were started today and during the previous 30 days that are still in progress. A clinical note is considered to be in progress if a clinical note with you as the provider was started from a template with quick-picks, and the progress was saved before all the prompts were responded to.

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