View the dashboard

Steps

1. Open Dashboard (/clinic/dashboard).
2. Use the date control to move off today if reviewing another day.
3. Filter by practice and doctor — defaults to all visible practices.
4. Read the header stats: scheduled, arrived, in consultation, completed counts.
5. On Today’s timeline, each card shows token, patient, doctor, status, and actions (open consult, print token, download Rx).
6. Switch tabs:
   • Expected follow-ups — patients due for return visits
   • Procedures — upcoming procedure appointments

Expected follow-ups — return visits doctors scheduled during consultations.

Procedures tab — doctor suggestions and invoice follow-ups due today.

Today's timeline — the default morning briefing view.

Related

• Tutorial — Run a clinic day · Appointments day board