Widgets in “My Dashboard” can be configured by the user, based on the permission levels provided by the organization.
The available widgets are:
- Favorites: favorite contacts.
- Activity & Call Log: latest activity, call log, and notes.
- Tasks: latest tasks that are due or overdue.
- Click the to filter tasks by due date.
- Timesheets: most recent timesheets.
- Click the to filter timesheets by day or week.
- Files: latest files and document uploads.
- Click the to filter files by day or week.
- Messages: most recent messages received.
- Click the to filter messages by day or week.
- Appointments: upcoming appointments scheduled in the calendar and can be converted.
- Click the to filter appointments by day or week.
- Learning trees: learning trees, sessions, goals, and CR Assessments.
- Productivity: employee productivity information.
- Required Documents: part of the Premium Resource Templates feature set. Users can upload required and recommended documents based on resource templates set up in the organization account.
- Click the to filter expiring documents.
- Billing Overview: client payment activity and latest receivables.
- Authorizations: client authorizations organized by authorized service codes and effective dates.
- Additional/Emergency Contacts: any additional contacts associated with the client.
- Health & Vitals: client health records.
- Payors: client payors.
- Notes & Forms: notes and other client clinical documentation. This widget is only displayed for other users to view.
- Additional/Emergency Contacts: the client’s emergency contacts.
- Files Pending My Signature: files that require the user’s signature.
- Use the arrow to filter documents created on specified days.
The following widgets are visible in different user dashboards:
User’s Own Dashboard | Client Dashboard | Employee Dashboard | Generic Dashboard | |
---|---|---|---|---|
Activity & Call Log | (Contacts > Add New Activity/Call Log)
OR (Contacts > Manage Activity/Call Log) |
(Contacts > Add New Activity/Call Log)
OR (Contacts > Manage Activity/Call Log) |
(Contacts > Add New Activity/Call Log)
OR (Contacts > Manage Activity/Call Log) |
(Contacts > Add New Activity/Call Log)
OR (Contacts > Manage Activity/Call Log) |
Additional/Emergency Contacts | – | (Contacts > View Client Profile)
OR (Contacts > Manage Client Profile) |
– | – |
Appointments Upcoming | (Scheduling > Access) | (Scheduling > Access) | (Scheduling > Access)
AND Scheduling > Settings > Employee Permissions –> View/View and Manage in Scheduling Settings |
– |
Authorizations | – | (Files > Access) | – | – |
Billing Overview | – | (Billing > Access)
AND (Billing > Manage Timesheets) |
– | – |
Document Manager | (Files > Access) | – | (Files > Access) AND
(Document Management > View Report) |
(Files > Access) AND
(Document Management > View Report) |
Favorites | (Contacts > Access) | – | – | – |
Files Pending Signatures | (Files > Access) | (Files > Access) | (Files > Access) | – |
Health & Vitals | – | (Contacts > View Client Profile)
OR (Contacts > Manage Client Profile) |
– | – |
Learning Trees | (Clinical > Access) | (Clinical > Access) | (Clinical > Access) | (Clinical > Access) |
Messages Recently | (Messaging > Access) | (Messaging > Access) | (Messaging > Access) | (Messaging > Access) |
Notes & Forms | – | (Notes > Access) | (Notes > Access) | (Notes > Access) |
Payors | – | (Contacts > View Client Profile)
OR (Contacts > Manage Client Profile) OR (Contacts > Manage Client Payors) |
– | – |
Productivity | (Billing > Access) AND
(Billing > Manage Timesheets) |
– | (Billing > Access) AND
(Billing > Manage Timesheets) |
– |
Tasks Due | (Tasks > Access) | (Tasks > Access) | – | (Tasks > Access) |
Timesheets | (Billing > Access) | (Billing > Access) AND
(Billing > Manage Timesheets) OR (Timesheets > Manage Timesheets) |
(Billing > Access) AND
(Billing > Manage Timesheets) OR (Timesheets > Manage Timesheets) |
– |
Click here to learn how to customize widgets in My Dashboard.