The Dashboard is the first thing you see when you sign in. It's a personal, role-aware front door into the rest of ClinyPal — a quick read on how the clinic is doing today, plus shortcuts into the areas that need attention.
What you'll learn
What the greeting and onboarding checklist show new clinics
How the Clinic Health Index score is built
Why some staff see fewer pillars than others
How the AI summary is generated, and what happens if it fails
What the Pinned strip is for
The Dashboard home screen, showing the greeting header, onboarding checklist panel, AI summary masthead, Clinic Health Index pillar breakdown, and the Pinned KPI strip below it.
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."
New clinics also see an onboarding checklist panel that walks through the setup steps worth completing early, such as adding practitioners or configuring appointment types. Once your clinic is up and running, this panel becomes less relevant and naturally recedes from daily use.
Clinic Health Index
The Clinic Health Index is a single score from 0 to 100 that summarizes how the clinic is doing. It's built from a set of weighted pillars — separate areas of clinic performance that are each scored and then combined into the overall number.
The pillar count depends on your role If your role has visibility into clinic finances, the Clinic Health Index is built from 6 pillars. If it doesn't, the money-related pillars are left out and the score is built from the remaining 4. This is why the score and its breakdown can look different for different staff members viewing the same clinic on the same day.
Below the score, a pillar breakdown shows how each individual pillar contributed, so you can see at a glance which area is pulling the score up or down.
The Clinic Health Index card expanded to show the overall 0-100 score alongside its individual weighted pillars, each with its own mini-score.
The AI summary
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.
How the AI summary actually works ClinyPal sends only the already-computed score, its band (e.g. "good," "needs attention"), and the titles of top action items to an AI service — never your clinic's raw numbers. The AI is instructed never to invent a figure of its own. If AI generation fails or is unavailable, a canned fallback sentence is shown instead (for example, "Things are in good shape across the board today"). The "AI summary" label stays visible either way, so the label itself doesn't guarantee the sentence you're reading was generated by AI on that particular load — the feature is designed to fail soft rather than show an error.
Pinned KPI shortcuts
Below the AI summary, a Pinned strip surfaces seven key numbers as quick shortcuts:
Revenue collected
Uninvoiced appointments
Rebook rate
SMS balance
Lapsed patients
Outstanding balances
New patients
Each shortcut links into the Reports section for the full detail behind the number. These aren't separate reports in their own right — they're pinned entry points into reports that already exist, placed on the Dashboard for convenience.
Pillars related to finance are only included for roles with financial visibility. If your role doesn't include finance access, your score is calculated from the remaining 4 pillars instead of 6.
Not always. If AI generation fails, ClinyPal shows a canned fallback sentence instead, but the summary area keeps the same "AI summary" label either way.
No. Only the already-computed score, its band, and top action-item titles are sent — never raw figures — and the AI is instructed not to invent numbers.
No, they're shortcuts. Clicking one takes you into the corresponding report in the Reports section rather than showing a standalone dashboard-only figure.
