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.
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.
Below the greeting, four summary cards show:
| Card | What It Shows |
|---|---|
| Active Visits Today | Visits currently in progress at the clinic |
| Today's Appointments | Total appointments booked for today |
| Pending Follow-ups | Follow-ups due today or overdue |
| Today's Revenue | Total payments collected today |
These numbers update automatically — no need to refresh.
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.
The Today's Queue shows every active visit happening at the clinic right now, with colour-coded status labels so you can see at a glance where each patient is in their journey:
| Status | Meaning |
|---|---|
| 🔵 Checked In | Patient has arrived and is waiting |
| 🟡 In Consultation | Doctor is seeing the patient |
| 🟠 Awaiting Payment | Consultation done, invoice pending |
| 🔁 Follow-up Scheduled | Visit complete, follow-up booked |
| ➡️ Referred | Patient referred to another provider |
| ✅ Completed | All steps done, visit closed |
Click any row to open the full visit detail. See Visits & Queue for more.
The Pending Follow-ups card lists all follow-ups due today or overdue — across all patients. Each row shows:
This widget is visible to Admin and Doctor roles.
The sidebar on the left is your main navigation menu.
| Section | Who Can See It |
|---|---|
| Dashboard | Everyone |
| Patients | Everyone |
| Visits | Admin, Doctor, Receptionist |
| 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.
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 |