Dashboards
Last updated
Last updated
The Dashboards is the first page that is displayed to you post-authentication. Dashboards has the following tabs.
Appointments
Quotations
Orders
Appointments Dashboard displays the following components:
This section displays a line chart of the Appointments with the current month selected.
Click on any other month tab.
That month's appointments are displayed for each day.
Hover over the days mark on the chart.
Date and number of bookings for that day should be displayed.
By default Today is selected on Confirmed Appointments component. Today's Confirmed appointment are displayed. Also if there are any cancelled appointments for the day that should show in front of Cancelled:
2. Select Yesterday on Confirmed Appointments component.
3. Yesterday's Confirmed appointment are displayed. Also if there are any cancelled appointments for the day that should show in front of Cancelled:
4. Select Tomorrow on Confirmed Appointments component.
5. Tomorrow's Confirmed appointment are displayed. Also if there are any cancelled appointments for the day that should show in front of Cancelled:
7. The component toggles and shows the description of the component.
The component displays the Completed this Month Appointments which have the status Finished. Also if there are any cancelled appointments for the current month that should show in front of Cancelled:
3. The component toggles and shows the description of the component.
The component displays the Confirmed Upcoming this Month Appointments. Also if there are any not confirmed appointments for the current month that should show in front of Not Confirmed:
3. The component toggles and shows the description of the component.
The component displays the Paid this Month Appointments. Also if there are any unpaid appointments for the current month that should show in front of Not Paid:
3. The component toggles and shows the description of the component.
Click on Appointments for Month of (Current Month) Tab.
List of Appointments for Month of (Current Month) for the practitioners is displayed. Columns include
Practitioner
Status
Total
Click on Patient's Birthdays for Month of (Current Month) Tab.
List of Patient's Birthdays for Month of (Current Month) is displayed.Columns include
Name
Birthday
Mobile
Quotations Dashboard displays the following components:
The component displays a pie chart of the Quotations categorised by Quote Items for the current month.
Hover over the different categories on the chart.
3. Category name and number of related quotations should be displayed.
This component displays estimate of quotations with the following 6 statuses:
Draft
In Review
Approved Internally
Sent to patient
Accepted by patient
Denied by patient
Booked
This component is based upon the following filters :
Today
Yesterday
This Week
This Month
By Default This Week is selected.
2. Select Today from the filter.
3. Today's Quotations are displayed.
4. Select Yesterday from the filter.
5. Yesterday's Quotations are displayed.
6. Select This Month from the filter.
7. This Month's Quotations are displayed.
This component displays tabular representation of quotations for current month with following columns:
Name
Type
Surgery
Category
Count
Amount
Orders Dashboard displays the following components:
The component displays a pie chart of the Orders categorised by Order Items for the current month.
Hover over the different categories on the chart.
3. Category name and number of related orders should be displayed.
This component displays estimate of orders with the following statuses:
Draft
Activated
This component is based upon the following filters :
Today
Yesterday
This Week
This Month
By Default This Week is selected.
2. Select Today from the filter.
3. Today's Orders are displayed.
4. Select Yesterday from the filter.
5. Yesterday's Orders are displayed.
6. Select This Month from the filter.
7. This Month's Orders are displayed.
This component displays tabular representation of orders for current month with following columns:
Name
Type
Surgery
Category
Count
Amount
6. Click on the button at the top right corner of the component.
Click on the button at the top right corner of the component.
Click on the button at the top right corner of the component.
Click on the button at the top right corner of the component.
