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Dashboard is the first screen after sign-in and the top entry in the sidebar. It answers one question in a glance — is the hospital busier or quieter than last week — and then hands you off to the module that can do something about it.

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Before you start

The dashboard has no care-area switch and no setup. It does have a role gate: owners, managers and accountants get it. Anyone else is met with a single message instead of the page — see Who can do this.

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What you’re looking at

The header carries your hospital’s name, a plan badge reading Enterprise Plan, and a New Patient button that opens Patients. There is a date range control beside them, and it is worth knowing up front that it does not filter these figures — every window on this tab is fixed, and is named in the table below. The page has four tabs: Overview, Analytics, Reports and Subscription (labelled Plan on a narrow screen). Overview is what opens. Above the figures sits your Clinic tier card, showing how many points until the next tier. Select it to open your achievements.

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The four tiles

Each tile carries a trend line — “{n}% from last week” — green with an up arrow when activity has risen, red with a down arrow when it has fallen. The trend updates on its own as activity is recorded; the tile values are read once when the page loads, so reload if you want them recalculated.

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The two charts

  • Weekly Activity — “Overview of clinic activities for the past week”. One bar group per day for the last seven days, with consultations, prescriptions and tests side by side. It is a shape-of-the-week chart rather than a precise one: a very busy day can reach the top of the plot and stop there, so read exact numbers from the tiles or Analytics.
  • Staff Distribution — “Current staff distribution by role”. A ring showing how many doctors, nurses, lab scientists, pharmacists, physiotherapists, managers and owners you have, with the total in the centre. This is current headcount, not a period.

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The three recent lists

Recent Consultations (“Latest patient consultations”), Recent Prescriptions (“Latest medications prescribed”) and Recent Lab Tests (“Latest laboratory results”). Each shows the five most recent entries with who ordered it, the time, and a status badge — green when finished, amber while pending.

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What a brand-new hospital sees

Honest but sparse: the three recent lists render their titles with nothing under them, the weekly chart is an empty grid, and the staff ring shows your own account. Nothing is broken — there is simply no activity yet. The lists fill from the first consultation, prescription or lab test recorded anywhere in the hospital.

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Act on what you see

1

Read the trend, not the tile

A number on its own means little. “18% from last week” on Consultations is the figure worth reacting to.
2

Open the module behind the figure

Consultations lead to Consultation, lab tests to Laboratory, prescriptions to Pharmacy. The dashboard reports; the modules act.
3

Check the day itself if a figure looks wrong

A quiet day on the chart is usually a real quiet day. If it is not, the front desk board tells you who actually walked in — see The front desk board.
4

Go deeper on the neighbouring tabs

Analytics breaks the same activity down by demographics, workload, treatment, prescribing, lab tests, staff, patient journey, outcomes, wards and forecasts. Reports writes those up as a document you can export. Subscription is your plan and billing history.

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Who can do this

Everyone else sees the page replaced by “You don’t have permission to access the dashboard. Please contact your clinic administrator.” It is all or nothing here — no figure is blanked out and no partial page is drawn, so a number on this screen is always a real number. That differs from the Executive board, where a tile shows an em dash while it is still loading, and from Analytics, where a report your role may not see is absent from the list rather than greyed out. Two behaviours worth knowing. Permission enforcement is opt-in per person — someone never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”. And hiding a module from a role in Role Navigation is a convenience, not a security boundary: a denied action is recorded in the audit log, an allowed one is not.

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Check it worked

  • Total Patients matches the count on Patients.
  • Record a consultation, reload the dashboard, and it appears at the top of Recent Consultations.
  • Staff Distribution adds up to the people listed under Staff.

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Common issues

The dashboard is for owners, managers and accountants. Your role opens the clinical modules instead — the sidebar shows you which. Ask an owner to review your role; see Roles.
Three of the four tiles only count the last seven days, so a hospital that has just started using ClinikEHR shows zeros until work is recorded in it. Total Patients is the one all-time figure, and it should not be zero once you have registered anyone.
Correct — the control does not filter this tab. For a chosen period use Analytics.
They are drawn from the same seven days, but the chart’s vertical scale stops at a fixed height, so a very busy day looks capped. Trust the tiles for counts and the chart for shape.
Each list shows only the five newest entries and is loaded when the page opens. Reload the page. If it is still empty, the work was recorded against a different hospital — check the workspace switcher.
You have reached your plan’s patient limit. Hovering shows the upgrade card. See Change your plan.

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FAQ

No. This is the clinical week — consultations, tests, prescriptions. Executive is the money and capacity view: appointments today and this week, collected this month, outstanding, and patient growth.
Only the trend percentages update live. The tile values, the charts and the three lists are read when you open the page, so reload to bring them forward.
The lists prefix the staff member’s name that way regardless of their actual role, so a nurse or a lab scientist will also appear with it. The name itself is correct.
No — the Overview tab is fixed. If you want a specific figure in front of you every morning, the report catalogue on Analytics is the place to find it.
Yes — the three recent lists name patients and medications, so opening it is a clinical data view and is logged as one.