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Dashboard Overview

The Overview is the first screen you see after logging in. It gives you a quick summary of your appointments and their statuses, helping you stay on top of your daily schedule.

Dashboard Overview


Statistics cards​

At the top of the overview, you'll find four summary cards showing the count of appointments by status:

CardColorDescription
PendingAmberAppointments awaiting confirmation
ConfirmedBlueAppointments that have been confirmed
AttendedGreenAppointments that have been completed
CancelledRedAppointments that were cancelled

Filtering by status​

Click on any statistics card to filter the appointments table below to show only appointments with that status. Click "Show all appointments" to remove the filter.


Appointments table​

Below the statistics cards, the appointments table shows a list of your appointments with the following columns:

ColumnDescription
PatientThe patient's name. A "New" badge appears for first-time patients.
DateThe date of the appointment
TimeThe scheduled time
StatusThe current status (Pending, Confirmed, Attended, Cancelled)
DescriptionThe reason for the visit or appointment notes

Filtering appointments​

Use the filters above the table to narrow down the list:

  • From / To — Select a date range to show appointments within that period. Quick presets are available: Today, Yesterday, Last 7 days, Last 30 days, This Week, This Month, and more.
  • Status — Filter by appointment status.

Dashboard Overview

Pagination​

At the bottom of the table, pagination controls allow you to:

  • Set the number of rows per page.
  • Navigate between pages using the arrow buttons.
  • See the current page number and total pages.

  • Click on any appointment row to open the appointment details, where you can view the consultation editor, prescriptions, and attachments.
  • Use the sidebar navigation to go to the Calendar, Patients, or Settings sections.
tip

For a more detailed view of your schedule, switch to the Calendar where you can see appointments in month, week, day, or agenda format.