Getting Started with Your Dashboard

Updated on June 10, 2026 | 08:49 AM – CST

Start here. The dashboard is your first look at the practice each day, and most of what you need is already on the screen.

This video walks through the quick access features at the top, your tasks and quick actions, and the appointment breakdown below them.

You'll also learn where to find your recent activity, your visit and payer mix, and your performance trends, along with how to open a fuller view of any of it.