The Provider Dashboard

Provider Dashboard

The Provider Dashboard is designed for the provider to easily see the patients that have arrived, who is waiting, who is currently being treated and in which room. The provider can open an appointment multiple times and save changes, but cannot check out patients.

Once the patient is checked out from the Appointment Dashboard by the front desk, the patient will be removed from the Provider Dashboard.

The Provider Dashboard also has the ability to search Flagged appointments that were scheduled with a certain provider, in a date range.

Flags can be placed on appointments to indicate certain data is missing. To see information on how to use the Flags in an appointment, click HERE

- Search Flagged Appointments Feature -

• This area of the Provider's Dashboard allows the provider to search for appointments that they have added a flag to. To see more on the flagged appointment report click HERE.
• To search, go to the bottom right of the screen and please choose:
      1.) Clinic
      2.) Provider
      3.) Date Range
      4.) Click Search button

-Support Information -

 If you have any questions or need assistance with this process, please contact 

Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, click the green 'Support' box in bottom right of screen. Hours of operation are M-F 8am-6pm CST.

***This has the fastest response time***

Phone/Text: 909-378-9514

Email: [e-mail]