> ## 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.

# Your personal dashboard

> The cross-clinic view of your day — a schedule across every workspace, one-tap actions into each one, and how your work has been going lately.

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={['all']} plans="All plans" roles="Anyone with an account" />

Your dashboard sits outside every workspace. It is the one screen that adds up **all** the clinics, pharmacies or labs you belong to — a schedule across every one of them, quick doors into each, and a read on how things have been going lately.

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

<TaskHeader before="Membership of at least one workspace" time="A minute to read, seconds to act on" after="Your day across every workspace, and one tap into the one you need" />

## What you're looking at

<Note>
  Where you land after sign-in depends on your structure: one clinic on a solo or team plan opens straight to its appointments; one pharmacy or lab opens straight to its own station. This page is what you get instead — with an enterprise workspace, several workspaces, or none at all. See [Where you land after sign-in](/platform/account/switching-workspaces#where-you-land-after-sign-in).
</Note>

The greeting at the top carries your avatar, a time-of-day greeting, today's date and how many workspaces you belong to. Beside it, **My Schedule** opens your combined calendar — see below.

Under the greeting, in order:

| Section                                | Shows                                                                                                                                                                                                                                                |
| -------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Headline stats                         | **Total \{Clinics}**, **Total \{Patients}**, **Total Consultations**, **Recent Activity** — the last two only appear when at least one of your workspaces is a Clinic & Hospital edition, since consultations don't exist in Pharmacy or Diagnostics |
| **Quick Actions**                      | One tab per workspace, with the doors that workspace and your role in it actually open                                                                                                                                                               |
| **Owned Clinics** / **Member Clinics** | How many you own outright versus belong to as staff                                                                                                                                                                                                  |
| **Activity Overview**                  | A day-by-day chart of your consultations over the last 30 days                                                                                                                                                                                       |
| **Clinic Roles**                       | A chart of how your workspaces split by role and by business                                                                                                                                                                                         |
| **Recent Activity**                    | Your last 10 consultations across every workspace                                                                                                                                                                                                    |

The noun in every card follows the mix of businesses you belong to — **Clinics**, **Pharmacies**, **Labs**, or a neutral word when you have more than one kind. A patient count reads **Patients** or **Clients** the same way.

With no workspace at all, the page reads **No \{Clinics} Found** — "Get started by creating your first \{clinic} or accepting an invitation to join an existing one." — with a **Create Your First \{Clinic}** button in place of everything above.

## Check your schedule

<Steps>
  <Step title="Select My Schedule">
    Opens a panel titled **My Schedule**, subtitled "Across N clinics" — every appointment, event, shift and task from every workspace you belong to, in one list.
  </Step>

  <Step title="Choose a range">
    **Today**, **Week** or **Month**. The stat pills above the list — **Appts**, **Active**, **Events**, **Shifts**, **Tasks** — update to match.
  </Step>

  <Step title="Filter if the list is long">
    Select **Filters** to search by patient or clinic name, or pick a specific date from the calendar.
  </Step>

  <Step title="Open an item">
    Selecting an appointment, event or task opens its detail without leaving the panel.
  </Step>
</Steps>

<Note>
  This is a read of your schedule, not a second place to book from. To reschedule or cancel, open the workspace itself — see [Appointments](/practice/work/appointments).
</Note>

## Jump into a workspace

<Steps>
  <Step title="Find the workspace's tab">
    **Quick Actions** shows one tab per workspace you belong to — a dropdown in place of tabs on a phone. With only one workspace, its actions are shown directly.
  </Step>

  <Step title="Select an action">
    Each tab offers a handful of featured actions plus a **More Actions** row underneath. What is offered depends on three things: the workspace's edition, your role in **that** workspace, and — for a Clinic & Hospital workspace — whether it runs as a solo/team practice or as an enterprise hospital.
  </Step>
</Steps>

A solo or team practice you belong to as staff offers **Appointments**, **Clinical Notes** and **Clients**; as its owner you also get **Clinic Settings**, **Clinics**, **Lab Reports**, **Sales POS**, **Sales Dashboard**, **Radiology Reports** and **Billing**. An enterprise hospital's set is built per role — a nurse and a billing clerk see different featured actions on the same workspace's tab — with owner-only extras (**Clinic Dashboard**, **Clinic Settings**, **Invite Clinic Staff**, **Clinics**, **Billing**) added underneath. A pharmacy or lab tab shows that edition's own actions instead — **POS**, **Sales**, **Inventory** and the like — never a clinical action that workspace has no module for.

<Note>
  A badge on an action names a live count where one applies — how many patients or clients, or how many appointments this week.
</Note>

## Read your activity

The **Activity Overview** chart and the **Clinic Roles** chart sit side by side. Activity Overview plots your consultations day by day over the last 30 days and only appears if you have at least one Clinic & Hospital workspace — a pharmacy- or lab-only account never has consultations to plot, so the chart is dropped rather than shown empty, and Clinic Roles takes the full width instead.

**Recent Activity** lists your last 10 consultations across every workspace — patient initials, a status badge (**Completed**, **In Progress**, **Cancelled** or **Scheduled**), the workspace it happened in, and how long ago. With none yet, it reads "No recent activity — Consultations will appear here once you start seeing patients."

## Who can do this

| Action                          | Who by default                                                                                  | Governed by                                   |
| ------------------------------- | ----------------------------------------------------------------------------------------------- | --------------------------------------------- |
| Open the dashboard              | Anyone with an account belonging to more than one workspace, or one Clinic & Hospital workspace | Nothing — it is not role- or permission-gated |
| See a workspace's Quick Actions | Anyone who belongs to that workspace                                                            | Your role in that workspace, and its edition  |
| See owner-only actions on a tab | The workspace's owner only                                                                      | Ownership of that specific workspace          |
| Open My Schedule                | Anyone with at least one workspace                                                              | Nothing                                       |

What a Quick Actions tab offers is filtered by the same rule the workspace's own navigation enforces — an action never appears here that the workspace itself would refuse.

## Check it worked

* The greeting names the correct time of day and your workspace count.
* Each workspace you belong to has its own tab under **Quick Actions**, with the right actions for your role there.
* Selecting an action lands you inside that workspace, not on an error page.
* **My Schedule** shows an appointment you know about, in the right range.

## Common issues

<AccordionGroup>
  <Accordion title="I was sent straight into a workspace instead of this page">
    That's expected with exactly one workspace — a solo or team clinic opens its appointments, a pharmacy or lab opens its own station. Use the switcher in the header to come back here. See [Where you land after sign-in](/platform/account/switching-workspaces#where-you-land-after-sign-in).
  </Accordion>

  <Accordion title="A workspace I belong to has no Quick Actions tab">
    Tabs are deduplicated and capped to four before the rest collapse into a **+N more** menu. Open that menu to reach the missing one.
  </Accordion>

  <Accordion title="The Activity Overview chart is missing">
    It only plots consultations, which a pharmacy- or lab-only account never has. This is expected, not a fault — **Clinic Roles** takes the space instead.
  </Accordion>

  <Accordion title="A stat card is stuck on 0">
    Zero is a real answer here, not a loading state — the dashboard shows a skeleton while loading and a number once it has one. If you expect activity and see none, confirm you are looking at the workspace you think you are: figures here are summed across every workspace you belong to.
  </Accordion>

  <Accordion title="My Schedule is empty for a range I know has appointments">
    Check the range tab (**Today** / **Week** / **Month**) and clear any active filter — the **Filters** button is highlighted when one is applied.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Can I remove a workspace from this page?">
    No. Every workspace you belong to appears here for as long as you belong to it. Ask the owner to remove you, or see [Delete your account](/platform/account/delete-account) if the workspace is your own.
  </Accordion>

  <Accordion title="Does opening a Quick Action from here do anything differently than opening it from inside the workspace?">
    No — it is the same screen, reached one click sooner. Nothing recorded is different.
  </Accordion>

  <Accordion title="Why does the noun change from 'clinics' to 'businesses' or something more generic?">
    The dashboard mixes editions when you belong to more than one kind of business, so it picks a neutral word rather than guessing wrong for half your workspaces.
  </Accordion>

  <Accordion title="Where do I manage the workspaces themselves, rather than just act inside them?">
    [Your Clinics](/platform/account/clinics-list) — the full list, with search, filters and where you create a new one.
  </Accordion>
</AccordionGroup>

<StillStuck />