The Dashboard

The Dashboard is the first page you see after signing in. It greets you by first name, shows today’s date, and below that shows widgets: small cards that each answer one question, like “what’s on today?” or “how much came in this month?”.

You build your own dashboards, and your clinic can also share dashboards with whole roles. Everyone can open the Dashboard. No permission is needed.

The parts of the page

• Greeting and date: Good morning, Good afternoon, Good evening or Good night, depending on the time.
• What’s new: when Meddesk has a recent update, a short notice appears here with Read more, which opens What’s new.
• Add widget: adds a widget to the dashboard you’re looking at. You only see this button if you’re allowed to change that dashboard.
• Dashboard switcher: the button with the current dashboard’s name. It opens Dashboards, where you switch between dashboards and manage them.

Your first dashboard

When you have no dashboard yet, you see No widgets yet and an Add widget button. Adding your first widget automatically creates a personal dashboard called Dashboard for you.

Add a widget

1. Select Add widget.
2. Pick a widget from the list. Widgets are grouped into categories such as Overview, Appointments, Patients and Finance.
3. The widget appears at the end of the dashboard.

Each widget can only be on a dashboard once. When every widget available to you is already there, you see You’ve got them all!

Why don’t I see a widget?

You only see widgets your permissions allow, and widgets that belong to modules your clinic has turned on. For example, Revenue Trend needs the Read accounts permission, and Outstanding Receivables needs the Invoice module.

Arrange and remove widgets

• Move: drag a widget by its handle (Drag to move) to a new place.
• Remove: open the widget’s menu (Widget actions) and select Remove.

You can only move or remove widgets on a dashboard you’re allowed to change.

Choose a period

Many widgets say “for a period you choose”. They have a period picker, for example Today, Last 7 Days, This Month or Last 12 Months, or Custom… to pick your own start and end dates.

• On a dashboard you can change, the period you pick is saved with the widget.
• On a shared dashboard you can only view, you can still change the period. Your choice is saved for you alone and doesn’t change what others see.

Several dashboards

Open the Dashboards window from the dashboard switcher. You can:

• Open any dashboard to view it. The one you’re on is marked Viewing.
• Make this my default: the default dashboard is the one that opens when you go to the Dashboard. It is marked Your default dashboard. If you haven’t picked one, the first dashboard in your list is used.
• Hide a dashboard you don’t need. Hidden dashboards move to the Hidden section and are only hidden for you. Show brings one back. Making a hidden dashboard your default also un-hides it.
• Create dashboard: give it a Name and select Save. You can name it in more than one language if your clinic uses several.
• Edit a dashboard’s name (and sharing, see below), or Delete it. Deleting removes its widgets too and can’t be undone.

Personal and shared dashboards

Every dashboard is either:

• Personal: only you can see and change it.
• Shared: visible to the roles you choose, under Visible to roles. Everyone holding one of those roles sees it in their list, marked Shared.

Only staff with the Create, edit and share dashboards permission can share a dashboard, change who it’s shared with, or edit and delete shared dashboards. Everyone else sees shared dashboards read-only.

When you edit a dashboard, Who can see it lets you choose Personal or Shared:

1. Open Dashboards and select Edit next to the dashboard.
2. Under Who can see it, choose Shared.
3. Under Visible to roles, pick one or more roles.
4. Select Save.

If a shared dashboard has no roles yet, it shows Not visible to any role yet. Only staff who manage shared dashboards can see it until you add roles.

Caution

• Deleting a shared dashboard removes it for everyone it was shared with.
• Switching a shared dashboard back to Personal makes it the personal dashboard of the person who switched it, and removes it from everyone else.

Note

A shared dashboard doesn’t give anyone extra access. Each viewer only sees the widgets their own permissions allow. Widgets they’re not allowed to see are left out for them.

Widgets you can add

These widgets come with Meddesk:

Widget	What it shows	Who can add it
Overview	Key totals across the clinic, in one place (patients, appointments, accounts, transactions, depending on what you can see).	Everyone
Today’s Appointments	Appointments scheduled for today, with patient and clinician.	Read appointments or Assignable to appointments. Everyone who can see the widget sees all of today’s appointments.
Appointment Statistics	Appointments grouped by stage (Upcoming, In Progress, Completed, Cancelled / No-show) for a period.	Read appointments
Appointments Trend	Appointments booked per day, for a period.	Read appointments
Appointment Types	Appointments by type (Consultation, Follow-up, Emergency, Treatment), for a period.	Read appointments
Busiest Hours	Appointments by hour of day, for a period.	Read appointments
Workload per Staff	Appointment count per staff member, for a period.	Read appointments
New vs. Returning	Appointments from new patients compared with returning ones, for a period.	Read appointments
Recent Patients	Most recently added patients.	Read patient profiles
New Patients Trend	New patients added per day, for a period.	List patients
Revenue Trend	Approved incoming money per day, for a period.	Read accounts
Transactions	Approved money in compared with money out per day, for a period.	Read accounts
Transactions by Payable	Which kinds of payment generate the most transactions, for a period.	Read accounts
Pending Approvals	Transactions waiting for approval on accounts you’re allowed to approve.	Everyone (it shows only accounts where you can approve)
Account Balances	The balance of every active account you have access to.	Everyone (it shows only accounts you have access to)

Modules add their own widgets when your clinic turns them on:

Module	Widgets
Expenses	Expenses by Category, Unpaid Expenses
Forms	Form Submissions by Template
Inventory	Outstanding Supplier Balances, Top Consumed Items
Invoice	Outstanding Receivables, Discounts Given, Invoice Status
Laboratory	Lab worklist, Critical lab results, Corrected & voided results, Owed to laboratories, Lab turnaround time
Medical History	Complications
Prescriptions	Top Prescribed Medications
Recalls	Recalls due: how many patients are overdue, due in the next 30 days and booked, and who to call first (overdue patients nobody has contacted yet come first). Select a count to open that list. Needs Read recalls.
Treatments	Overdue Treatments, Treatment Pipeline, Top Treatments

Each module’s page explains its widgets and who can use them.