Home Dashboard

Home Dashboard


Home Dashboard

The Home Dashboard is the default home page for your System.

Customize your Home Dashboard

The Home Dashboard is customizable by pinning the panels from other Dashboards to the Home Dashboard using the Pushpin icon.

  • You can pin frequently used panels from other Dashboards for ease of access.
  • Pin panels to your Home Dashboard:
  • Go to the Dashboard where the panel is that you want to Pin to the Home Dashboard
  • Select the black Pushpin icon on the top-right corner of a panel you want to Pin.
  • Once selected, the Pushpin will be displayed in green.
  • If the Pushpin is already green, it has already been pinned to the Home Dashboard.



Order of the Panels Pinned on the Home Dashboard

Choose the order of the panels on your Home Dashboard by pinning them in the order that you want to see them.

  • On the Home Dashboard, select each green Pushpins to unpin them.
  • Repin them by going to the Dashboard(s) where the panel is located and select the black pushpin, which will turn green.
  • Do this in the order that you want them displayed on your Home Dashboard.
  • The first one pinned will be at the top of the screen.


Actions Panel

  1. Reference Batches
  2. Interactive Aging Report
  3. Productivity Snapshot
  4. Denials
  5. Worklists
  6. Calendar
  7. Enrollments


User Was Recently Logged In Warning

A Warning will display on the Home Dashboard when a User logs in if they are already logged in with a different IP address.

Common Scenario:

  • The User logs in at home, but does not log out.
  • The User then goes to the office and logs in.


Manage Users Panel

This is an Admin function.

This section highlights Users that have been locked out of the System due to 30+ days of inactivity. Click one of the following for each User that is locked out:

  • Keep Active: This will allow the User to log in for the next 30 days.
  • Deactivate: This will remove the Active flag from their User Profile.


Updates Panel

The Updates panel contains new messages and new Release Notes.

  • When there are new items, it will appear at the top of the Home Dashboard.
  • Otherwise, it will not display.


Dashboard Controls


Learn More 

User Maintenance




    • Related Articles

    • Customize User Profile

      My User Profile Customize your User Profile/Change Password. Do not forget to Save the screen after making changes. This only affects your screens. Select your Username at the top of the page to the right of the Practice Name. User ...

    • POPS Home Page

      POPS Home Page If you do not land on this page, select the Practice Name on the top left of your screen. Guarantor Name Amount Due Unapplied Funds: Money that has not been applied to an Encounter. Select the Pay Now button to make a Payment. View ...

    • Guarantor Dashboard Overview

      The Guarantor Dashboard is accessed by selecting the Guarantor's Name in the Guarantor Panel on the Patient Dashboard or from the Find Patient/Guarantor screen. The Guarantor is the person or entity who is responsible for Payment, and the person or ...

    • Schedule Build Splash Page

      Schedule Build Types Resources Slots Build Appointment Rules Select the Tabs below for instructions how to setup your Calendar. Types Resources Slots Statuses Build Rules Types Create an Appointment Type Add a Group Appointment Type Expire/Delete an ...

    • Encounter Dashboard Overview

      Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter Dashboard by selecting the ...