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Dashboard is the screen you land on after signing in. It answers one question — what has been happening in the practice this week — and hands you off to the module where you can act on it.

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What you’re looking at

Across the top sits your practice name — shortened with an ellipsis past 17 characters — then a plan badge reading Free Plan, Starter Plan, Essential Plan, Team Plan or Enterprise Plan. A subscription that is ending carries Ending Soon, one already stopped carries Cancelled. Next to those, Upgrade to Essential (or whichever plan is next up) and Manage both open your subscription. On the right: a date range button reading Pick a date range, and New Client. Below that are four tabs. While the page is still reading its figures you see grey placeholder blocks in the shape of the real cards, not zeroes.

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The four figures

Under each figure is a trend line reading “5% from last week”, green with an up arrow when the number has grown and red with a down arrow when it has fallen. A green 0% means no change was measured — it is not a claim of growth.

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The charts and the recent lists

Weekly Activity — “Overview of clinic activities for the past week” — plots consultations, prescriptions and tests as three bars per day, one group per day for the last seven days. Staff Distribution — “Current staff distribution by role” — is a ring with your total staff count in the middle and a slice per role. Three lists sit along the bottom, each showing the five most recent entries with the time and a coloured status pill:
  • Recent Consultations — “Latest patient consultations”: the client’s name, who consulted, and completed in green or anything else in amber.
  • Recent Prescriptions — “Latest medications prescribed”: the medication, who prescribed it, and dispensed in green.
  • Recent Lab Tests — “Latest laboratory results”: the test, who ordered it, and completed, pending or another status.
Above everything on Overview is a Clinic tier card showing your medal, your tier name and how many points you need for the next one. Selecting it opens Achievements.

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What a brand-new practice sees

Every figure is 0, both charts are empty, all three recent lists are blank, and Staff Distribution shows 1 Staff — you. The plan badge says Free Plan. Nothing is broken; there is simply nothing recorded yet. Add somebody in Clients and the total moves on your next reload.

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Act on what you see

1

Read the four figures first

They tell you the shape of the week in one glance. Anything unexpected is worth chasing into a module rather than staring at here.
2

Open the module, not the tile

Nothing on the Overview tab is a link to a record. Go to Appointments for the diary, Notes for documentation, Billing for money owed.
3

Add a client without leaving

Select New Client. It opens your client list ready for a new record — the one action this screen performs itself.
4

Go deeper on a number

Analytics breaks the same activity down by demographic and workload. For money and appointments specifically, use the executive dashboard, where every figure links to the report behind it.

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Who can do this

Role decides whether Dashboard opens at all. Permission decides what you may then do from it. Two behaviours surprise people:
  • Enforcement is opt-in, per person. Somebody never saved in the permissions sheet is unrestricted. The sheet warns “Saving starts enforcing” — saving their permissions for the first time is what begins limiting them.
  • A denied action is recorded; an allowed one is not. Hiding a module from somebody’s sidebar is a convenience, not a security boundary.
Unlike the reports, no individual figure here is permission-gated: you either get the whole page or you get the refusal, so a 0 on this screen is always a real zero. See Staff permissions.

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Check it worked

  • Your practice name and plan badge are in the header, and all four figures show a number rather than a placeholder block.
  • Staff Distribution totals the people actually in your practice, including you.
  • Record something — a note, a prescription — then reload. The matching figure and its recent list have moved.

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Common issues

The full message adds “Please contact your clinic administrator.” Your role does not open this screen. Ask the practice owner to check your role under Staff and teams.
A solo or team practice has no Consultation or Laboratory module — those two cards belong to the hospital edition and share this screen. Your clinical work is counted through Notes instead. The zeroes are accurate, not a fault.
The picker does not re-scope this tab. Overview always reads the last seven days, and Total Clients is always all time. For a period you choose, use Analytics or Reports and analytics.
You have reached your plan’s client limit. Hover the button and an upgrade card appears with your current limit on it. See Change your plan.
The page reads its figures once, when it loads. Reload the browser tab.

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FAQ

This screen is activity — what was recorded in the last week, and by whom. The executive dashboard is money and appointments, and every figure there links to the report behind it.
No. The four figures, two charts and three lists are fixed. Anything more specific lives in a report you can filter and export.
That depends on the access tier set when you were invited. Basic and Billing cover your own clients; Full client list and Entire practice cover everyone.
Recent Consultations does show client names, which is why opening the dashboard is written to your audit log. Treat the screen as you would a chart — do not leave it up in a waiting area.