The Patient Dashboard
Why Use This Function
The Patient Dashboard offers an overview of the Patient's details and their past clinical data, starting from their initial visit to the Practice.- This user manual will start on the Diary screen.

- Click on the Patient's booking to access the Patient's Dashboard.
- The Diary sidebar will open.

- Click on the Patient Dashboard button.

- The Patient Dashboard will open.

💡Please Note: The Patient Dashboard has widgets which can be edited to your needs.
- Click on the Show empty widgets button to view the widgets (sections) with no information.
- Click on the Edit button to make changes to the widgets that will display.
- For more information and how to Edit the widgets, please visit the user manual: Edit The Patient Dashboard
- Each section (widget) is clickable to open on a bigger screen to show all the data of each widget.
Last modified: Wednesday, 5 November 2025, 1:26 PM