Where to Find Your Clinic Dashboard

The clinic dashboard is your daily command center — it shows everything you need to know at a glance when you log in.

Accessing the Dashboard

The dashboard is the first screen you see after logging in. You can also access it anytime by clicking Dashboard in the sidebar.

Dashboard Sections

Today's Overview

At the top of the dashboard, you will see:

Appointments Today — Count and list of today's scheduled appointments

Patients Seen — How many patients have been checked in or completed today

Revenue Today — Total payments received today

Pending Invoices — Number of unpaid invoices

Appointment Timeline

A visual timeline of today's appointments showing:

Time slots and patient names

Appointment status (Scheduled, Checked In, In Progress, Completed)

Color coding by status

Quick actions (check in, start treatment, complete)

Revenue Summary

A chart showing revenue over the past 7 or 30 days:

Daily revenue bars

Trend line

Comparison with previous period

Toggle between revenue, collections, and outstanding balance

Quick Stats Cards

Metric	Description
New Patients	Patients registered this month
No-Show Rate	Percentage of missed appointments
Average Revenue/Visit	Mean invoice value
Recall Compliance	Percentage of patients returning on schedule

Upcoming Reminders

A list of tasks and reminders:

Overdue recalls

Expiring insurance policies

Low inventory alerts

Pending insurance claims

Customizing the Dashboard

Click Customize in the top right to:

Rearrange dashboard widgets by dragging

Show or hide specific sections

Set the default date range for charts

Multi-Dentist View

Clinic owners and admins can view the dashboard for:

All Dentists — Combined metrics for the whole clinic

Individual Dentist — Select a specific provider from the dropdown

For financial details, see Financial Reports. For patient metrics, see Where to Find Patient Analytics.

Where to Find Your Clinic Dashboard