Date of Service View
Screen Component Definitions
Dropdown list to change the view of the dashboard.
|Manage Dashboard||Opens the Dashboard configuration sidebar. Dashboards may be created, customized, and set as default.|
|Save Button||Saves any changes to the dashboard configuration settings.|
|Practice Selection||Dropdown list to change the practice information being displayed in the dashboard. Select a different practice to update the dashboard display.|
Allows the user to change the time frame of the information displayed on the Dashboard. There is a Month drop down option that includes options:
If Custom is selected, the Date field is enabled, allowing the user to select a specific month and year to view data.
Present relevant information for the selected practice. The available widgets change depending on the view selected. Available widgets include:
Current Month - Accounting
Prior Month - Date of Service
Please see the Dashboard topic for additional information about the available widgets.
|Legend||Provides a breakdown of the information presented in a graphic. Clicking an item in the legend removes it from the graphic and then returns it to the graphic display upon clicking it again.|
|Expand/Collapse||Click to expand or collapse the widget display on the dashboard.|
If the Custom Criteria icon () is clicked within a widget, a criteria window opens for the specific widget, where criteria can be modified.
Example Criteria Window (will vary by widget):
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