> ## 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 dashboard

> Read the first screen after sign-in — client and activity figures, the weekly chart, and the most recent work in your practice.

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="Solo and Team" roles="Owner, manager or accountant, and colleagues invited into the practice" />

**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.

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

<TaskHeader before="Nothing — the page fills itself from work you have already recorded" time="A minute to read" after="A clear picture of the week, and the right module open" />

## 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** or **Team Plan**. A subscription that is ending carries **Ending Soon**, one already stopped carries **Cancelled**. Next to those, **Upgrade to Starter** (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.

| Tab              | What it holds                                                                                                        |
| ---------------- | -------------------------------------------------------------------------------------------------------------------- |
| **Overview**     | The figures, charts and recent-work lists described below                                                            |
| **Analytics**    | **Clinic Analytics** — ten charts covering demographics, workload, treatments, prescriptions, staff and outcomes     |
| **Reports**      | **AI Reports** — pick a **Report Type**, select **Generate Report**, and read the written summary it produces        |
| **Subscription** | Your plan, what you are using of it, and the controls to change or cancel it. Narrow screens label this tab **Plan** |

While the page is still reading its figures you see grey placeholder blocks in the shape of the real cards, not zeroes.

### The four figures

| Figure            | What it counts               | Over what period    |
| ----------------- | ---------------------------- | ------------------- |
| **Total Clients** | Everyone on your client list | All time            |
| **Consultations** | Consultations recorded       | The last seven days |
| **Lab Tests**     | Lab tests recorded           | The last seven days |
| **Prescriptions** | Prescriptions recorded       | The last seven days |

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.

### 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](/practice/insights/achievements).

### 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](/practice/work/clients) and the total moves on your next reload.

## Act on what you see

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

  <Step title="Open the module, not the tile">
    Nothing on the **Overview** tab is a link to a record. Go to [Appointments](/practice/work/appointments) for the diary, [Notes](/practice/clinical/notes) for documentation, [Billing](/practice/money/billing) for money owed.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Go deeper on a number">
    **Analytics** breaks the same activity down by demographic and workload. For money and appointments specifically, use [the executive dashboard](/practice/insights/dashboard), where every figure links to the report behind it.
  </Step>
</Steps>

## Who can do this

Role decides whether **Dashboard** opens at all. Permission decides what you may then do from it.

| Action                                                        | Who can do it by default                                                     | Governed by                                   |
| ------------------------------------------------------------- | ---------------------------------------------------------------------------- | --------------------------------------------- |
| Open **Dashboard**                                            | Owner, manager, accountant, and any colleague invited into the practice      | Role                                          |
| Add somebody from **New Client**                              | Owner, manager, scheduler                                                    | Permission — **Create client profiles**       |
| Open the **Subscription** tab and change or cancel the plan   | Owner                                                                        | Role — billing is owner-only                  |
| See work belonging to colleagues' clients as well as your own | Owner, manager, and staff set to **Full client list** or **Entire practice** | The access tier chosen when they were invited |

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](/platform/team/permissions).

<AuditNote action="Opening the dashboard" />

## 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.

## Common issues

<AccordionGroup>
  <Accordion title="You don't have permission to access the dashboard.">
    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](/practice/settings/staff).
  </Accordion>

  <Accordion title="Consultations and Lab Tests are always 0">
    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](/practice/clinical/notes) instead. The zeroes are accurate, not a fault.
  </Accordion>

  <Accordion title="Changing the date range does not change the figures">
    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](/practice/insights/analytics).
  </Accordion>

  <Accordion title="New Client is greyed out">
    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](/platform/plans/change-plan).
  </Accordion>

  <Accordion title="I added a client but the figure has not moved">
    The page reads its figures once, when it loads. Reload the browser tab.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="How is this different from Executive?">
    This screen is activity — what was recorded in the last week, and by whom. [The executive dashboard](/practice/insights/dashboard) is money and appointments, and every figure there links to the report behind it.
  </Accordion>

  <Accordion title="Can I choose which figures appear?">
    No. The four figures, two charts and three lists are fixed. Anything more specific lives in a report you can filter and export.
  </Accordion>

  <Accordion title="Do the recent lists show every client or only mine?">
    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.
  </Accordion>

  <Accordion title="Is a client's name on this screen a privacy problem?">
    **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.
  </Accordion>
</AccordionGroup>

<StillStuck />