The dashboard is the morning page: who's coming in, what's unpaid, which notes are unfinished. It shows different things to a receptionist than to a bookkeeper, so if yours looks sparse, that's the role, not a problem.
- What each part of the dashboard shows and what it draws on
- How the view differs by role
- Where the AI summary comes from and what it can't see
Start the day here
The dashboard is the first page after you sign in, and it's built to answer one question: what should I deal with first? It's put together for your security role, so a receptionist's version is about today's arrivals and unsigned forms, a bookkeeper's is about unpaid and unbilled work, and a practitioner's is about their own notes and patients. Users who can see all locations see the whole clinic; everyone else sees their own location only.
A brand-new clinic with no patients shows a Get started checklist to administrators instead of all this. See Set up your clinic.
Read the AI summary
The first thing on the page is one or two plain sentences about how the clinic is doing, for example that revenue is ahead of last month but several visits haven't been billed. It's written from six measures listed beneath it, each scored from recent data: Revenue growth against last month, Unpaid invoices as a share of what's owed, Unbilled visits, Clinical notes missing on completed visits, No-shows & cancellations this week, and Patient recalls overdue. A measure with a problem shows its count, such as Clinical notes · 4 missing, and anything that's fine stays quiet.
Administrators and bookkeepers see all six. Other roles don't see the two money measures, so their summary is about the clinic's work rather than its takings. If the summary hasn't been written yet, a one-line description of the overall state takes its place. See The dashboard AI summary for how it's produced and what it can't see.
Work through What needs attention
This list is the point of the page. Each item is something to act on, ordered with the most urgent first, and selecting it opens the report or page where you deal with it. A few items expand in place to show the individual records, so you can go straight to one patient or one product: Patients waiting lists who's on the waitlist, Online activity lists who booked or canceled online in the last two days, and Low stock lists the products at or below their reorder level. When there's nothing to do, the list reads All clear.
What can appear depends on your role:
| Role | Items that can appear |
|---|---|
| Administrator | Uninvoiced appointments; Missing notes (completed visits in the last 30 days); Patients waiting; No-show fees to review; Online activity; SMS credit low (fewer than 200 messages left); Outstanding balance; Low stock |
| Practitioner | Missing notes; Your uninvoiced visits; Recalls due; Next patient |
| Receptionist and Power Receptionist | Online activity; Uninvoiced visits; Patients waiting; No-show fees to review; Not checked in (today's appointments still awaiting arrival); Consent forms pending; Consent expired; SMS credit low |
| Bookkeeper | Invoices to raise; 90+ days overdue; Outstanding balance; Low stock |
| Scheduler | Waitlist to fill; Cancellations this week |
No-show fees to review deserves a word. When an appointment is marked as a no-show automatically, no fee is charged, because the patient may have arrived and never been checked in. This item counts those from the last 14 days at locations that have a no-show fee, so someone can open each one and either select Charge no-show fee or correct the status.
An administrator who is also a practitioner gets a second list above this one, Your work today, with their own missing notes, uninvoiced visits, recalls due and next patient, so their clinical work isn't lost among the clinic-wide items.
Check today's schedule
Below the list is the rest of today's schedule, one column per practitioner. Appointments that have already finished drop off, so by midday it shows the afternoon. Each appointment shows the time, the patient and the appointment type. Selecting an appointment opens it in the calendar on today's date. A telehealth appointment is marked Telehealth and, on the treating practitioner's own dashboard, has a Join telehealth call button that opens the call in a new browser tab. View schedule opens the full calendar. When nothing is left for the day it reads No appointments left today.
The figures and the Plan card
Beside the lists are four figures chosen for your role. Monthly figures show the change from last month underneath, for example ▲ 12.5% vs last month, and a figure that should be zero, such as Outstanding or Uninvoiced, is marked when it isn't.
| Role | Figures |
|---|---|
| Administrator | Collected this month; Outstanding; New patients; On waitlist |
| Practitioner | Your appointments today; Your uninvoiced; Your revenue this month; Recalls due |
| Receptionist and Power Receptionist | Today's appointments; Uninvoiced; SMS balance; On waitlist |
| Bookkeeper | Collected this month; Outstanding; Uninvoiced; Today's takings |
| Scheduler | Today's appointments; Online bookings this week; On waitlist; Cancellations this week |
Administrators also get the Plan card, which shows the trial days left while you're on a trial, the Practitioner seats in use against the plan's limit, and a Manage plan link to the subscription page. Underneath the main area, administrators see two highlight tables for the month, Top practitioners this month by revenue and appointments, and Upcoming birthdays in the next 14 days with a link to each patient; bookkeepers see Top services this month instead.
If the dashboard is slow
The dashboard runs a lot of queries at once, and on a busy database it can occasionally take longer than usual. When that happens you'll see The dashboard is taking longer than usual to load with a Try again button, and a figure that couldn't be calculated shows a dash rather than a wrong number. Nothing is lost; the rest of ClinyPal keeps working while you wait.