Your MediRecords Home Page Tutorial - Part 2: The Dashboard
In part two of the Home Page tutorial, you will lean how to use the widgets contained within the Home page - where they are pulling information from, where it will lead you if click on them, and the additional actions that can be performed from within the dashboard.
The MediRecords Dashboard displays live, up-to-date information, contained within a set of widgets. The widgets give you an at-a-glance snapshot of important activities happening at your clinic. There is a Clock & Weather widget, as well as widgets relating to Appointments, the Waiting Room, Consultations, Lab Results, Overdue Activities and Services.
The information displayed on the widgets can be filtered, allowing you to choose which users information is displayed on the dashboard.
The User Filter
The User Filter is located next to your User Name on the Dashboard. By default, the Dashboard only displays information relative to you.
The User Filter is a drop-drop list located in the Down Arrow next to your user name.
Click the Down Arrow to reveal the list of user, and click the Name of the Users you want to add to the Dashboard.
If you choose to, you can remove your own name from the dashboard view. This is useful for when you are managing only a selected number of clinicians in a much larger practice.
Once a user has been added, information about their Appointments, Waiting Room, Consultations, Inbox, Overdue Activities and Services are updated live on your dashboard.
Clock & Weather Widget
The Clock & Weather widget displays date, time and weather relative to the location of the practice.
The information displayed on this widget relative to your location, and it cannot be changed or manually updated.
The Appointments widget is a live view of the number of pending appointments for your selected users on that day. As patients complete their appointments, the number of pending appointments will reduce. The appointment counter is based on appointments for the current day, and it will refresh and sync with your appointments calendar at the beginning of each day.
You can also create new appointments from the Appointments widget.
Click Create New to create a New Appointment.
This will automatically open the New Appointment form.
Look up the Patient Name, select the Urgency, Provider, Room and Time. Fill in any further required fields and click Save.
Once saved, the appointment will automatically be added to the providers Appointments Calendar.
The Waiting Room widget is a live view of the number of patients in the waiting room for your selected users on that day. As patients leave the waiting to go into consultation, the number will reduce, as more patients arrive, the number will increase.
Clicking View will jump you over to the Waiting Room page.
The Waiting Room widget is a live view of the number of patient consultations in-progress and completed by your selected users on that day. The consultation counter starts at zero at the beginning of each day, and increases as patients complete their consultations through-out the day.
Clicking View will jump you over to the Patients page.
The Lab Results widget is a live view of the number of patient lab results in your selected users Inbox. The lab results counter does not restart each day - it is direct reflection of how many patient results have arrived that have not yet been actioned, regardless of when they arrived. The lab results counter decreases as lab results get assigned to their patient, and then increases as more lab results arrive.
Clicking View will jump you over to the Inbox page.
The Overdue Activities widget is a live view of the number overdue activities in the activities calendar for selected users. The overdue activities counter does not restart each day - it is direct reflection of the number of overdue activities that are assigned to your users. The overdue activities counter decreases as activities get completed, and will increase when an activity becomes overdue.
Clicking View Activities will jump you over to the Activities page.
The Services widget is a live view of financial revenue invoices for services on that day. The services counter restarts at the beginning of each day, and increases as patients are invoiced for services.
Clicking More will jump you over to the Sales page.
This concludes part two of the Home Page Tutorial.
<NEXT> Home Page Tutorial - Part 3: The Notice Board