The front door to the rest of ClinyPal
The Dashboard is the first screen you land on every time you sign in. Rather than a static welcome page, it's a working summary of the clinic's current state, built specifically around your role — an Administrator sees the full financial picture, while a Practitioner sees the pillars relevant to patient care without the revenue detail mixed in.
The intent is that you shouldn't need to open five different reports to answer "is anything wrong today?" The Dashboard tries to answer that question in the first five seconds, then get out of your way and point you toward whatever actually needs a closer look.
- What the greeting and onboarding checklist show a brand-new clinic
- How the Clinic Health Index score is built from weighted pillars, and what each pillar actually measures
- Why some staff see six pillars and others see four
- How the AI summary is generated from scores alone, never raw numbers, and what shows if AI fails
- What the Pinned KPI strip links to, and why it isn't a set of standalone dashboard-only numbers
Getting started: the greeting and onboarding checklist
At the top of the Dashboard, ClinyPal greets you by name, adjusted to the time of day — "Good morning," "Good afternoon," or "Good evening." It's a small touch, but it's also a quick sanity check that you're logged into the account and clinic you expect to be in, which matters more than it sounds once you're managing more than one location.
New clinics also see an onboarding checklist panel beneath the greeting. It walks through the setup tasks worth completing in the first days of using ClinyPal — adding practitioners, configuring appointment types, connecting online booking, and similar foundational steps. The checklist exists because clinics that skip early setup tend to run into friction later: an appointment type that's missing a duration, or a practitioner with no working hours configured, causes confusing gaps on the scheduler that are much easier to prevent up front than to diagnose after the fact.
Once your clinic is up and running and the checklist items are complete, the panel naturally recedes from daily use — it isn't something you need to dismiss manually, it simply stops being the most useful thing on the page once there's nothing left to set up.
Reading the Clinic Health Index
The Clinic Health Index is a single score from 0 to 100 that summarizes how the clinic is doing right now. Rather than being one raw metric, it's a composite: several separate areas of clinic performance, called pillars, are each scored independently and then combined with a weighting into the overall number. This matters because a clinic can be excellent in one dimension and weak in another, and a single number would hide that — the pillar breakdown is what lets you see which part of the picture is actually driving the score.
| Pillar | What it measures | What a low score usually means |
|---|---|---|
| Scheduling utilization | How efficiently practitioner time is being booked versus sitting empty. | Too many open slots, or a practitioner whose availability isn't being filled — worth checking online booking visibility and reminder cadence. |
| Patient retention | How well the clinic keeps patients coming back for follow-up and recall visits. | Patients are lapsing after one or two visits — often a sign that recall types or reminders aren't being used consistently. |
| Documentation compliance | How consistently completed appointments end up with a clinical note attached. | Notes are being skipped after visits, which is both a compliance and continuity-of-care risk. |
| Communication reliability | Whether confirmations, reminders, and follow-ups are actually being delivered and read. | Message bounces or low delivery rates — often traced to bad phone numbers or an SMS balance running low. |
| Revenue collection (finance roles only) | How much of the revenue the clinic has earned has actually been invoiced and collected. | A growing pile of uninvoiced appointments or outstanding balances aging past 30 days. |
| Cost discipline (finance roles only) | How well expenses and write-downs (discounts, refunds) are tracked against revenue. | Discounting happening without clear approval, or expenses that aren't being logged consistently. |
Below the overall score, the pillar breakdown shows each pillar's individual contribution, so a Practitioner logging in doesn't need financial access to still get value from the score — they simply see the 4 pillars relevant to care delivery instead of the full 6.
The AI summary, and exactly what it's allowed to see
Above the pillar breakdown, a masthead labeled AI summary with a sparkle icon shows one or two plain-language sentences narrating the current state of the clinic — for example, calling out a pillar that needs attention, or confirming that things look steady across the board. It reads like a colleague's quick verbal handoff rather than a report.
This design choice is deliberate rather than a limitation: because the AI never sees raw revenue figures, patient counts, or anything else that could be misquoted, there's no scenario where the summary states a number that doesn't match what's actually in the pillar breakdown beneath it. The AI is narrating a score that's already been calculated correctly by ClinyPal, not calculating anything itself. For the broader design philosophy behind this and every other AI feature in the product, see AI in ClinyPal: Overview.
The Pinned KPI strip: shortcuts, not separate reports
Below the AI summary, a Pinned strip surfaces seven key numbers as quick shortcuts, giving you a scannable second layer of detail beneath the health score.
- <strong>Revenue collected</strong> — money actually received, not just invoiced.
- <strong>Uninvoiced appointments</strong> — completed visits that haven't been billed yet.
- <strong>Rebook rate</strong> — the share of patients who book a follow-up visit.
- <strong>SMS balance</strong> — remaining credit for confirmations, reminders, and broadcasts.
- <strong>Lapsed patients</strong> — patients overdue for a return visit.
- <strong>Outstanding balances</strong> — unpaid invoice amounts, aged by how overdue they are.
- <strong>New patients</strong> — how many new patients have joined recently.
It's worth being precise about what these are: each tile is a shortcut into the corresponding report inside Reports, not a self-contained dashboard widget with its own logic. Clicking Outstanding Balances on the Dashboard takes you to the same Outstanding Balances report you'd reach by navigating there directly — same filters, same detail, same numbers. The Dashboard simply puts the entry point somewhere more convenient than digging through the report catalog every morning.
That relationship also means the Pinned strip inherits the full depth of the reporting engine behind it, including its own AI-assisted features for exploring a number further. See The Report Library for how filtering, KPI tiles, and drill-down work once you're inside a report.