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The Dashboard
What each card shows, what the compliance verdict means and where every number takes you.
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4 articles
The Dashboard
Getting started with your agency
Complete your agency details, create or import a record and invite your team if needed.
Read instructions →The DashboardThe four cards and the compliance verdict
The top row of the Dashboard is the pulse of the clinic you have selected. Every card is a button.
Read instructions →The DashboardUpcoming expirations, files that need action, clinic health
In the middle, your work list: what to do today, most urgent first. On the left, what expires later on. On the right, how each section of the clinic is doing.
Read instructions →The DashboardWorking with more than one clinic
Everything you see (Dashboard, files, bell, export) belongs to the selected clinic. Change it from the name under the logo.
Read instructions →