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.


  • 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