Guide4 min read
Understand your dashboard
Use your main dashboard to orient yourself across business activity.
What this feature helps with
Use your main dashboard to orient yourself across business activity.
Step-by-step
- Go to the main provider dashboard.
- Review appointments, notices and feature-specific widgets.
- Open a widget to view its underlying records.
- Use Return to Dashboard after working in a section.
Review your results
- An empty widget is not proof that the integration is disconnected.
- Refresh behavior should not require manual reload for new updates.