Managing Your Patient Dashboard

Your patient dashboard is customizable, meaning you can change things around to suit your workflow when managing patients.

Because you often want the most important patient information front and center, your patient’s chart is set to a chronological stream by default. This lets you see the latest activity at the top of the list. However, you can also switch to the dashboard view for an aerial, big-picture view of your patient’s chart.

To switch to the dashboard view:

  • Head to your patient’s chart
  • Click the dashboard icon in the upper right corner
  • Then watch as your patient’s chart arranges, just like your account dashboard!

Here’s where the customizable part comes in. You can drag and drop items for just the right placement. To expand or minimize them, you can also click the plus or minus icons on each item.

Once you’ve arranged the dashboard perfectly, your work is saved. You can navigate away from the patient’s chart, or even switch back to chronological view. The next time you activate the dashboard your patient’s chart will look just like you left it.

Still stuck? Shoot us an email and we'll do our best to help.