How To: Add Widgets to Your Dashboard

October 24, 2023

Need to keep information at your fingertips? We have the perfect solution for you - a range of convenient widgets that you can effortlessly add to your dashboard. These incredible widgets are designed to enhance your browsing experience and make finding the information you need faster and more efficient than ever before.

Quick Navigation  

Types of Widgets

Adding Widgets to Your Dashboard
  1. Click your Name in the top right corner > click Profile .
  2. Click the Edit button > click the white box and add from the list of widgets. 

Note: Billing related widgets are on a permission level basis. Please contact your admin to give you access to these. 
3. Click Save when done. 

Types of Widgets

Appointments Widget
This will list the total number of Appointments for the Branch you are logged into. If you hover over the widget, it will allow you to: 
  • Add an Appointment 
  • Go to the Calendar 
  • Go to the Appointments List

  1. .
Active Patients Widget
This will list the total number of Active Patients for the Branch you are logged into. If you hover over the Widget, it will allow you to: 
  • Add a New Patient 
  • Go to the All Patients List 
  • Go to the Prescription Summary 
  • Generate the Patient Intake Link 


Upcoming Appointments &   Missing Notes Widgets  
The Upcoming Appointments & Missing Notes widgets only populate data for those with the "Practitioner User Role". If you do not have this user role, then you will not see any data populate here. 
If you are listed as the "Attending Practitioner" on an appointment, you will see your upcoming appointments and 30 oldest appointments that do not have a "Saved & Published" note attached to it in the "Missing Notes" widget. 


Prescription Summary &   Tasks Widget  
The Prescription Summary & Tasks widgets are primarily used for clerical use. However, the Tasks widget is applicable for all users.    The Prescription Summary widget will show by default the prescriptions you are assigned to in the 0-30 aging range. Click the gear to change the aging (Options: 0-30, 30-60, 60-90, 90+). If you are not listed as the "User Assigned to the Prescription", no information will populate in this widget. 
The Tasks widget will show any tasks assigned to you. The name of the task, the priority, due date, and patient attached to the task. If you are listed as a manager of any employees, you can click the gear to view your employee's tasks, as well. 


Billing Widgets 
The Outstanding Claims with No Activity, Estimated Monthly Delivery, Daily Sales Outstanding, and Projected Vs. Billed widgets all require the "Billing Widget" permission. Please contact your admin if you do not have access to these widgets and should have access to them.    The Outstanding Claims with No Activity widget shows all claims that have no activity starting at 30 days. If you click on the gear, you can filter by a specific branch or by all branches (if you have permission to access all branches). 


The  Estimated Monthly Delivery  shows all prescriptions with a projected delivery date in the current month. 


The  Daily Sales Outstanding  shows the average number of days it takes each branch to collect on a claim. You will need access to all branches for this widget to populate.


The Projected vs. Billed widget shows each branch and the billed vs. projected prescriptions so far this month. Prescriptions need a "projected delivery date" added to them to appear in this widget. This widget is run off of the GL so it will currently be refreshed nightly. 
Hover over the "?" to see more information on each widget for calculation details.

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