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Dashboards

Dashboards are read‑only views that surface key information at a glance so you can decide what to do next. They complement workflow pages by answering: “How are we doing?” and “Where should I look?”

This section summarizes the available dashboards. For full details of widgets, columns, filters, and empty states, open each dashboard’s page.


Available dashboards

📈 Overview Dashboard

Organization‑level KPIs and breakdowns. Use it to monitor trends (patients, consultations, demographics) and spot changes over time.

👤 Patients Dashboard

A fast directory for therapists to find patients, preview essentials, and jump into the full profile.


Quick comparison

Dashboard Primary audience Primary use Key controls (verbatim)
Overview Administrators, Therapists Monitor totals and trends (patients, consultations, demographics) Filters: Period • Role
Patients Therapists Find patients and open profiles Search (typeahead) • Role/Owner filter

Notes: - The Overview dashboard is the default landing page after sign‑in. - For the exact list of widgets and filter values, see each dashboard page.


When to use which

  • Start on Overview to understand organization‑level activity and trends.
  • Switch to Patients when you need to locate a patient quickly and take action in the chart.