Our dashboard ensures all essential information is always at your fingertips. Whether you’re at the front desk or working as a practitioner, you’ll have instant access to the tools you need, right when you need them. Specially built for clinics, the dashboard supports your day-to-day operations and enhances overall efficiency.
A Fresh Layout for Easy Navigation
At the top, you’ll find a blue bar that contains:
Search Field: Instantly locate patients by name, phone number, date of birth, or any other identifier.
New Patient Button: Add new patients to your database with just one click.
Below the blue bar sits a white bar that lets you switch between different dashboard views:
Front Desk Dashboard: Focused on patient arrivals and payments.
Practitioner Dashboard: Concentrates on appointments, treatments, and open records.
Appointment Overview
On the left side of the screen, you’ll see all of your appointments for the day. Use the arrow buttons at the top left to scroll to the previous or next day quickly. Two display options let you choose how appointments are shown:
Calendar View: A straightforward overview in a calendar-like layout.
List View: A clear list of all upcoming appointments.
Front Desk Essentials
The front desk staff can use the left panel to handle arrivals and mark patient status. A few simple clicks let you:
Mark Patients as Arrived
Monitor patient and practitioner status in the clinic
Handle payment
Whenever patients arrive, their status moves to the Arrived section in the sidebar. Once the treatment is complete, they’ll appear in To Be Paid, prompting the front desk to finalize payments.
Practitioner-Focused Tools
In the Practitioner Dashboard view, you’ll see:
Arrived Patients: These are those who are waiting to start treatment.
In Treatment: Patients currently being treated.
Open Records: Records that have been started but not yet completed.
These quick visual cues let you stay on top of each patient’s progress throughout the day.
Sidebar Sections at a Glance
A light blue sidebar presents the day’s vital details on the right side. Each section can be expanded, collapsed, or rearranged:
Earlier Appointments
Showcases any recent appointments that haven’t been marked.
New Online Bookings
Lists all bookings made online that still require approval.
Shortcuts
Quickly register product sales or create new appointments.
To Be Paid
Displays all patients ready for payment.
Arrived
Shows patients who have checked in but whose treatment hasn’t started.
In Treatment
Highlights patients currently undergoing treatment.
My Tasks
A simple yet effective task list for daily to-dos. Mark items complete and keep everything organized. Tasks are user-specific: on each user’s dashboard you can see their tasks (and add tasks). This is the first step, the task list will be improved in the future.
Memos
Preserves all memos from the previous dashboard.
Practitioners
A visual display of each practitioner’s current status using color-coded indicators, showing whether they’re on schedule or running behind
An Edit Sections button is at the bottom of the sidebar. This button allows you to hide, show, or reorder sections to personalize your workspace.
Switching & Feedback
If you’d like to switch back to the old layout at any time, click the button at the top right. You can also share your thoughts about the new dashboard by clicking Feedback or report technical issues using Report a Problem, which sends helpful diagnostic details to the Clinicminds support team. Please note that the old dashboard will eventually be “sunset,” so we encourage you to make the transition to the new interface.
FAQs
1. How do I switch to the new dashboard?
Click the button on your old dashboard labeled "Try the New Dashboard." Each user can switch independently, so colleagues who don’t want to switch yet will not be affected.
2. Can I return to the old dashboard if I’m not ready to adopt the new one?
Yes. At the top right of the new dashboard, you can switch back to the old dashboard.
3. Can I see future appointments from the new dashboard?
The arrow buttons at the top-left corner of the appointments list allow you to view the previous or next day's appointments. However, you should continue to useendar for scheduling far into the future the regular cal.
4. How do I customize the sidebar?
Open the Edit Sections button at the bottom of the sidebar. From here, you can decide which sections to show or hide and arrange their order to suit your workflow.
Explore the improved Clinicminds dashboard today. Set it up to match the workflow you need, and let the intuitive design help you stay on top of your daily tasks.