Dashboard Overview
The Dashboard is your day-of home screen. The left side is Today's Schedule (General Appointment and Services). The right side is the Action Center (Results, Tasks, Messages, Orders) plus Documents. Set Practice and Location(s) in the header before you trust an empty list or inbox counts.
Design — Dashboard layout
Left — Today's Schedule
Today's Schedule
12 PtsOffice Visit: Follow-up · Room Exam 3
Journey progress
Right — Action Center
RESULTS
24
TASKS
5
MESSAGES
3
ORDERS
8
Results · Tasks · Messages · Orders · Documents
Screen Layout (What You See)
Open Dashboard from the main menu. The page has three clear zones: header, left schedule, and right Action Center.
The app header holds Practice, Location(s), Search patients, notifications, and dialer when calling is on. The left side is Today's Schedule with date controls, General Appointment / Services tabs, filters, and appointment cards. The right side is the Action Center summary chips and detail tabs, with Documents underneath.
Everything on the page follows the practice and locations you pick in the header. Wrong context is the most common reason the schedule or inbox looks empty. Day-of status (check-in through checkout) runs on schedule cards; booking new visits happens on Appointments.
- Header: Practice, Location(s), patient search, notifications, and dialer when calling is on.
- Left: Today's Schedule with date controls, General Appointment / Services tabs, filters, and cards.
- Right: Action Center summary chips and detail tabs, with Documents underneath.
- Day-of status runs on schedule cards; booking new visits happens on Appointments.
- Wrong Practice or Location context is the most common reason lists look empty.
Tip
Confirm Practice and Location(s) before you trust an empty list or zero counts.
Related topics — open these next
- Today's Schedule/dashboard/appointments
Left-side cards, filters, and status flow.
- Action Center/dashboard/action-center
Right-side Results, Tasks, Messages, and Orders.
- Appointments — book visits/appointments
Dashboard runs today’s visits; Appointments builds the calendar.
- Visit Types (Practices)/visit-types
Appointment kinds used on General Appointment cards and filters.
Header: Practice, Location, and Patient Search
The header sets which clinic and sites the Dashboard shows. Always set these before working the schedule or Action Center.
Choose the Practice you are working in, then one or more Locations. If none are selected, the schedule may show a yellow reminder and provider/service filters stay limited. Search patients… finds a patient and opens their chart without leaving the header (needs patient view permission).
Optional controls include role switcher, notification bell, RingCentral dialer (Open dialer), theme, and user menu. Open dialer in the header is the general phone dialer, not telemedicine Join on a card. If the schedule looks empty, check locations first—then filters and date.
- Practice and Location(s) control which schedule and inbox items you see.
- No location selected can show a yellow reminder and limit provider/service filters.
- Search patients… opens a chart from the header when you have patient view permission.
- Optional: role switcher, notification bell, RingCentral Open dialer, theme, user menu.
- Header Open dialer is the general phone dialer—not telemedicine Join on a card.
Important
Working in the wrong practice or location silently hides other sites’ appointments and inbox items.
Related topics — open these next
- Users (Practices)/users
Providers and staff who appear in filters and schedules.
- Scheduling — location hours/scheduling
Hours and closed days for each location.
How Left and Right Work Together
Use the left schedule for the patient in front of you, and the right Action Center for inbox work between visits.
Set Practice + Locations in the header, then filter General Appointment (or Services) for the patients you are running. Check-in → Rooming → provider completes note (journey Note Completed). Between patients, work Action Center Results (Sign lab), Reply to Messages, and clear Orders/Tasks as needed. Finish Ready for Check-Out / Start Check-Out on the schedule card.
Book tomorrow’s visit from Appointments, not from an empty schedule card. Setup for Visit Types, Users, and Scheduling happens on Practices pages before booking. Do not leave patients mid-check-in to dig through unrelated inbox filters—finish the card flow first when the patient is present.
How to do it
- Confirm Practice and Locations.
- Open General Appointment and filter as needed.
- Check-in the next patient and complete rooming.
- While waiting on provider time, clear one Results or Messages item from Action Center.
- When the visit is done, advance Ready for Check-Out → Start Check-Out → Complete.
- Book future visits on Appointments when the day is planned ahead.
- Left schedule: run check-in through checkout for the patient in front of you.
- Right Action Center: Results, Messages, Orders, and Tasks between visits.
- Typical card path: Check-in → Rooming → note completed → Ready for Check-Out → Complete.
- Book future visits on Appointments, not from an empty schedule card.
- Finish the card flow first when the patient is present; triage inbox between visits.
Related topics — open these next
- Today's Schedule/dashboard/appointments
Run check-in through checkout on the left.
- General Appointments/dashboard/general
Check-in, rooming, cancel, reschedule, No Show.
- Action Center/dashboard/action-center
Inbox work between visits on the right.
- Appointments/appointments
Book future visits after or between day-of work.
Permissions and Tips
Missing tabs or buttons usually means Dashboard / appointment operation permissions or a feature off (telemedicine meeting, RingCentral calling)—not a broken page.
Access Denied means no Dashboard view permission. General Appointment / Services tabs each need their own dashboard tab permissions. View Details tabs (Billing, Eligibility, Vitals, Problem List, Medications) appear only when allowed. A doctor-only provider filter can hide other providers’ patients—widen Provider when covering a clinic.
When a Visit Type is missing from booking or filters, check Visit Types create → Users assign → Provider Schedule → Scheduling hours before blaming Dashboard. When eligibility cannot run, check Service Types and active insurance plans—not Visit Types. For Insurance vs Self Pay booking rules, see Appointments. For claim submit/ERA, see Billing—not the journey bar alone.
- Access Denied = no Dashboard view permission.
- General Appointment and Services each need their own dashboard tab permissions.
- View Details tabs (Billing, Eligibility, Vitals, Problem List, Medications) appear only when allowed.
- A doctor-only Provider filter can hide other clinicians’ patients—widen Provider when covering.
- Missing Visit Type: create → assign → Provider Schedule → Scheduling hours before blaming Dashboard.
- Eligibility failures: check Service Types and active plans—not Visit Types.
Important
Feature flags (telemedicine meeting, RingCentral calling) can hide Join or Call even when Dashboard view is allowed.
Related topics — open these next
- Appointments — Insurance vs Self Pay/appointments
Booking payment rules that affect day-of check-in and Billing tab behavior.
- Billing Overview/billing/overview
Claim submit and ERA after visit-level billing.
- Visit Types/visit-types
Setup for General Appointment kinds.
- Users/users
Assignments and Provider Schedule that unlock booking and filters.
- Scheduling/scheduling
Location hours required for Available slots.
- Service Types (eligibility)/service-types
Eligibility codes used from View Details → Eligibility.