Instructions
- To access the Practitioner Dashboard, go to the Day Sheet in the top left of the blue navigation bar.
- To hide or show the dashboard, click the toggle in the top right corner of the screen.
You can also access the dashboard from your Staff Profile.
- Go to your Staff Profile and click View Day Sheet / Dashboard.
🩵 Jane Tip: Privacy Mode (Shift + P) works on the dashboard. Any patient names listed will be hidden if you need to quickly conceal sensitive information.
Important Notes
- The dashboard loads with your metrics for the selected date range.
- You can adjust the date range using the filter at the top of the dashboard.
- Selecting a patient's appointment from the Day Sheet will open their chart notes as normal.
- If you can't see the dashboard or the toggle isn't appearing, see our FAQ: Why can't I see my Practitioner Dashboard?