Add/Edit Patient Dashboard Profile Navigation

Why This Matters?

Adding or editing Patient Dashboard Profiles is used to customise the information and widgets included in a profile. This makes it possible to tailor the Dashboard to the specific clinical information practitioners need when managing patients.

Customising a profile helps ensure that the most relevant information is readily available on the Dashboard without adding unnecessary information. This makes the Dashboard easier to use and gives practitioners greater flexibility to structure the information according to their workflow.

• Start on the Add/Edit Patient Dashboard Profile screen.

• • For navigation, see Profile Setup Tab Navigation.
    
    

Sections

• Profile Configuration
• Assignment Buttons
  
  

Profile Configuration

• Description: Title or name of the profile.
• Color: Color for the profile on the dashboard.
  
  

Assignment Buttons

• Make Available for Whole Entity: Sets the profile's visibility so that all users across the practice can view and access the profile.
• Link to Me: Restricts the profile's scope to your personal user account.