Dashboard

Dashboard

1.  Overview

The Home page gives you a quick snapshot of your clinic’s daily activity. It helps you view key information at a glance and take quick actions, such as searching for patients and creating new visits.

This page is designed to save time and help you stay organized throughout the day.

 

2. How to access Home ?

  • To access Home, click on the "Home" from the left-side navigation menu.

 

3. Home Page Components.

The homepage displays a range of dynamic components that offer a quick overview of the system. These include:

  1. Key Performance Indicators (KPIs)

The KPI cards appear at the top of the dashboard and show important daily and monthly numbers at a glance.

  • New Registrations Today – Number of patients registered today

  • Patient Visits Today – Number of visits recorded today

  • New Registrations This Month – Total new patients registered this month

  • Patient Visits This Month – Total visits recorded this month

These numbers update automatically and help you quickly understand clinic activity.

  1. Quick Patient Search / Create New Patient
    Allows you to search for an existing patient or create a new one if no match is found.

 

  1. Patient Visit List

List of all the visits lined up for today. Displays a list of all patient visits scheduled or created for today

This helps you track ongoing and upcoming visits easily.

 

 

  1. Analytics and Insight

Provides visual insights into your clinic data, such as:

  • Patient visits over time (shown as charts)

  • Most frequently prescribed medicines

  • Gender and age distribution of patients

These insights help you understand patient trends and improve your services.

 

 4. Quick patient Search/ Create a new Patient Kiosk and create a new Visit

To use this feature:

  1. Enter the patient’s details in the search bar

    1. You can search using First Name, Last Name, or Phone Number.

  2. If a matching patient is found:

    • Select the patient name.

    • Click Create Visit Record to start a new visit.

  1. If no matching patient is found:

    • A new patient creation form will open.

    • Enter basic details such as First Name, Last Name, and Mobile Number.

    • Save the record.

Once the patient is created, their first visit is automatically created.