> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Read your hospital dashboard

> The first screen after sign-in: patient totals, a week of clinical activity, your staff mix and the last few consultations, prescriptions and lab tests.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise" roles="Owners, managers and accountants" note="No care area needed — Dashboard is always the first entry in the sidebar" />

**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.

<Path steps={['Sidebar', 'Dashboard']} />

<TaskHeader before="Nothing — this is the landing screen" time="A minute to read" after="A clear picture of the week's clinical activity, and the screen to act on it" />

## 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](#who-can-do-this).

## 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](/hospital/front-desk/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.

### The four tiles

| Tile               | Counts                                   | Over                            |
| ------------------ | ---------------------------------------- | ------------------------------- |
| **Total Patients** | Every patient registered at the hospital | All time                        |
| **Consultations**  | Consultations recorded                   | The last 7 days, today included |
| **Lab Tests**      | Lab tests raised                         | The last 7 days                 |
| **Prescriptions**  | Prescriptions written                    | The last 7 days                 |

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.

### 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](/hospital/executive/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.

### 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.

### 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.

## Act on what you see

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open the module behind the figure">
    Consultations lead to [Consultation](/hospital/outpatient/consultation), lab tests to [Laboratory](/hospital/diagnostics/laboratory), prescriptions to [Pharmacy](/hospital/pharmacy/prescriptions). The dashboard reports; the modules act.
  </Step>

  <Step title="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](/hospital/front-desk/overview).
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Who can do this

| Action                                      | Who by default                                                   | Governed by                                             |
| ------------------------------------------- | ---------------------------------------------------------------- | ------------------------------------------------------- |
| Open **Dashboard**                          | Owners, managers and accountants                                 | Role — a fixed rule on this page, not a permission slug |
| Read any tile, chart or list                | Anyone who can open the page                                     | Role                                                    |
| Select **New Patient**                      | Anyone who can open the page                                     | Role Navigation on **Patients**                         |
| Open the **Analytics** and **Reports** tabs | Anyone who can open the page; individual reports can be withheld | Report permissions                                      |
| Open **Subscription**                       | Owners, in practice                                              | Owner                                                   |

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](/hospital/executive/dashboard) board, where a tile shows an em dash while it is still loading, and from [Analytics](/hospital/executive/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](/hospital/settings/role-navigation) is a convenience, not a security boundary: a denied action is recorded in the audit log, an allowed one is not.

## Check it worked

* **Total Patients** matches the count on [Patients](/hospital/front-desk/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](/hospital/settings/staff).

<AuditNote action="Opening the dashboard" />

## Common issues

<AccordionGroup>
  <Accordion title="It says I don't have permission to access the dashboard">
    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](/platform/team/roles).
  </Accordion>

  <Accordion title="Every figure is zero on a hospital that is clearly busy">
    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.
  </Accordion>

  <Accordion title="Picking a date range changes nothing">
    Correct — the control does not filter this tab. For a chosen period use [Analytics](/hospital/executive/analytics).
  </Accordion>

  <Accordion title="The tiles and the chart disagree">
    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.
  </Accordion>

  <Accordion title="A recent list is empty but I know work was done">
    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.
  </Accordion>

  <Accordion title="New Patient is greyed out">
    You have reached your plan's patient limit. Hovering shows the upgrade card. See [Change your plan](/platform/plans/change-plan).
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Is this the same as the Executive board?">
    No. This is the clinical week — consultations, tests, prescriptions. [Executive](/hospital/executive/dashboard) is the money and capacity view: appointments today and this week, collected this month, outstanding, and patient growth.
  </Accordion>

  <Accordion title="Does the dashboard refresh itself?">
    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.
  </Accordion>

  <Accordion title="Why does every recent list say 'Dr.' in front of the name?">
    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.
  </Accordion>

  <Accordion title="Can I add or remove tiles?">
    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.
  </Accordion>

  <Accordion title="Does this page contain patient identities?">
    Yes — the three recent lists name patients and medications, so opening it is a clinical data view and is logged as one.
  </Accordion>
</AccordionGroup>

<StillStuck topic="the dashboard" />