Managing Your Patient Dashboard

By default, your patient’s chart is set to a chronological stream so you can see the latest activity at the top of the list. You can switch to dashboard view for an aerial, big picture view of your patient’s chart.

To switch to dashboard view, first go to your patient’s chart. Then click the dashboard icon in the upper right corner. Watch as your patient’s chart arranges itself, just like your account dashboard!

You can drag and drop items for just the right placement. You can also click the plus or minus icons on each item to expand or minimize.

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.