📊 Dashboard Overview
The Dashboard is the first screen you see after logging in. It gives you a real-time snapshot of what's happening at your clinic today.
Welcome Greeting
At the top of the dashboard you'll see a personalised greeting — Welcome Back, [Your Name]! — including your professional title (Dr., Mr., Mrs., etc.) if one is set on your profile.
Key Metrics
Below the greeting, three summary cards show:
| Card | What It Shows |
|---|---|
| Today's Appointments | Total appointments booked for today |
| Today's Revenue | Total payments collected today |
| Active Patients | Total registered patients in the system |
These numbers update automatically — no need to refresh.
Quick Action Buttons
Shortcut buttons let you jump straight into common tasks:
| Button | What It Does |
|---|---|
| New Patient | Opens the patient registration form |
| Schedule Appointment | Opens the appointment booking screen |
| Generate Invoice | Opens the invoice creation form |
Not all quick actions may be visible depending on your role.
Pending Follow-ups Widget
The Pending Follow-ups card lists all follow-ups due today or overdue — across all patients. Each row shows:
- Patient name
- Reason for follow-up
- Due date (overdue items are highlighted in amber)
- A quick Mark Complete button so you can close them without navigating away
This widget is visible to Admin and Doctor roles.
Sidebar Navigation
The sidebar on the left is your main navigation menu.
| Section | Who Can See It |
|---|---|
| Dashboard | Everyone |
| Patients | Everyone |
| Appointments | Admin, Doctor, Receptionist |
| Consultations | Admin, Doctor |
| Invoices | Admin, Billing |
| Follow-ups | Admin, Doctor |
| Team | Admin only |
| Settings | Admin only |
| Communication | Everyone |
On mobile, tap the ☰ menu icon at the top left to open the sidebar. It closes automatically after you tap a menu item.
Keyboard Shortcuts
Hold Ctrl + Shift, then press the key:
| Shortcut | Goes To |
|---|---|
Ctrl + Shift + D | Dashboard |
Ctrl + Shift + L | Patients |
Ctrl + Shift + A | Appointments |
Ctrl + Shift + B | Invoices |
Ctrl + Shift + P | Visits |