📊 Dashboard & Keyboard Shortcuts

The Dashboard is your clinic's mission control. When you log in, it provides an immediate, real-time pulse of today's patient traffic, clinician workloads, pending payments, and scheduled follow-ups.

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Workspace & Facility Switcher

At the top of the screen, the header bar displays your currently active facility:

• Solo Doctor / Personal Workspace: Shows your personal practice hub (/workspace).
• Clinic Facility: Displays the name of the clinic you are currently viewing (e.g., "City Health Center"). If you practice at multiple branches or facilities, click the facility name dropdown to switch instantly.

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Daily KPI Metrics

A top row of summary cards tracks today's performance in real time:

Metrics refresh automatically via live polling — there is no need to manually reload your browser.

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Quick Action Buttons

Directly beneath the header, quick action buttons let front-desk staff and clinicians execute high-frequency tasks without navigating through menus:

• + New Patient: Opens the standard patient registration modal.
• + New Visit: Registers a walk-in patient, issues a queue token, or checks in a scheduled arrival.
• Import Patients: Opens the CSV bulk patient import tool (Admin & Receptionist only).

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Today's OPD Queue Board

The Today's Queue panel shows every active patient encounter in the clinic right now, colour-coded by clinical and administrative stage:

Clicking any patient row opens the Visit Detail View, allowing you to inspect vitals, notes, invoice balances, or prescriptions.

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Operational Intelligence Panels

1. Doctor Workload Today

Shows a real-time per-doctor breakdown of:

• Patients waiting in queue
• Consultations completed
• Average consultation duration

2. Pending Payments Snapshot

Surfaces patients whose consultations have finished but whose invoices remain unpaid, ensuring no bill slips through during peak clinic hours.

3. Recent Draft Visits

Lists visits that were started but not yet finalized, allowing doctors or staff to resume an encounter with one click.

4. Pending Follow-ups

Displays patients due for clinical review today or overdue. Staff can click the ✓ Mark Complete button directly on the widget when a patient attends or is contacted by phone.

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Practice Analytics & Reports (<kbd>Y</kbd>)

Clinicians and Administrators can press <kbd>Y</kbd> or click Analytics in the sidebar to review operational intelligence across custom date ranges (Today, 7 Days, 30 Days, or This Month):

• 📈 Revenue Trends & Payment Split: Total earnings trend line with Cash vs. Online (UPI / Card) payment distribution.
• 👥 Patient Footfall: Daily traffic charts comparing newly registered patients against returning visits.
• 🔥 Peak Hours Heatmap: Identifies the busiest hours of the day to help balance front-desk reception and nursing shifts.
• 🩺 Doctor Productivity: Consultations completed, patient load, and average encounter duration per clinician.
• 📊 Top Diagnoses: Most frequently treated clinical conditions and ICD-10 classifications.
• 🔁 Follow-up Compliance: Track the percentage of scheduled review patients who attended their follow-ups.
• 🔔 Notification Delivery Rates: Real-time delivery and read rates for WhatsApp and SMS reminders.

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Keyboard Shortcuts Reference

Clinic OS includes comprehensive keyboard shortcuts designed to let power users and busy receptionists fly through the application without touching the mouse:

Pro Tip: Shortcuts work from any screen in the application as long as your text cursor is not active inside a text input box.