Accounting View
Date of Service View
Productivity View
Screen Component Definitions
Field | Description | |
|---|---|---|
| View Selection | Dropdown list to change the view of the dashboard. Options include:
| |
| 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. | |
| Timing Selection | 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. | |
| Dashboard Widgets | 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
Productivity
| |
| 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. | |
| Custom Criteria | If the Custom Criteria icon ( Example Criteria Window (will vary by widget):
|
) is clicked within a widget, a criteria window opens for the specific widget, where criteria can be modified.