Overview

The Dashboard presents real-time insights into your clinic’s operations. It includes:

• Summary cards that display total work orders and payment values
• Interactive charts that let you explore historical trends across statuses and payment types

Together, these tools help you monitor performance, spot anomalies, and drill down into relevant data quickly.

Time Views

You can toggle between:

or

Use the

filter to define the date range applied across all charts and cards.

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Summary Cards

At the top of the Dashboard, you’ll see a row of summary cards. These provide at-a-glance totals for:

• Work orders by status
• Paid and unpaid amounts

They offer a quick snapshot of how your clinic is performing in the selected time frame.

Drill-down

Clicking on any card will redirect you to a pre-filtered view for deeper inspection:

• Work Order cards → Work Orders View
• Filters applied: Status (if applicable) + Date Range
• Payment cards → Finance Overview
• Filters applied: Date Range only

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Work Orders Chart

This stacked bar chart displays the number of work orders grouped by status over time.

It gives you a visual representation of how operational workload is distributed and evolving:

• Pending
  – Orders that haven’t started yet
• In Progress
  – Actively processed orders
• Completed
  – Finalized and ready for delivery
• Canceled
  – Orders that were stopped

Drill-down

Clicking on a colored bar segment takes you to the Work Orders View, with filters applied based on:

• The status of the selected segment
• The date range of the selected chart column

This helps you instantly see which cases contributed to a spike or drop in activity.

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Payments Chart

The Payments chart helps you monitor your financial flow over time. It shows the total value of paid vs. unpaid work orders for each time period selected.

This is helpful for quickly spotting missed payments or changes in cash flow behavior.

Drill-down

Clicking on a bar will redirect you to the Finance Overview, where you’ll see a full list of work orders filtered by the selected date range.

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Next: Learn how to get the most out of the dashboard in Best Practices.