Navigating the Dashboard

The dashboard is the first screen you see when you log in. It gives you a quick overview of your day and one-click access to the most common actions.

Dashboard overview

Quick Actions

At the top of the dashboard, four action cards let you jump straight into common tasks:

Schedule Appointment — open the appointment booking dialog
Send Message — compose a new message to a patient
Create Invoice — generate a new invoice
New Consultation — start a clinical consultation

Tip: The Get started button in the top-right corner opens the command palette, which lets you quickly search for patients, actions, and more. You can also press Ctrl+K (or Cmd+K on Mac) to open it from anywhere.

Today's Diary

If your organisation has scheduling configured, the Today's Diary widget shows your upcoming appointments for the day. Each entry shows the time, patient name, and appointment type.

My Tasks

The My Tasks widget shows tasks assigned to you, sorted by urgency. You can click any task to view its details, or click through to the full Tasks page.

Next Steps

From the dashboard you can: