The top of the page
The Dashboard greets you by the time of day and your first name, then shows today's date and how many visits you have, such as 3 visits today.
The switch at the top right chooses the period the numbers count: Today, Week or Month. A week runs Sunday to Saturday. A month is the calendar month. The Dashboard opens on Today each time.
The tiles
- Recerts todayYour recertification visits in the period, scheduled or completed. With Week or Month it says Recerts this week or Recerts this month.
- Visits todayYour own visits in the period, scheduled or completed. Missed visits are not in this number.
- MissedYour visits marked missed in the period.
- Miles drivenThe miles you drove in the period. Press the number to open Mileage.
- Pay todayAn estimate of what you earn for visits completed in the period. It shows only when an agency has a pay per visit and Show pay on the dashboard is on, in Settings, then Agencies.
The tiles count only your own visits, not another clinician's.
What needs doing
Under the tiles is a card with four tabs. Each tab shows how many items it holds.
- TodayToday's visits in time order, yours and other clinicians', with the time, the patient, the visit type and who makes it. Each shows Scheduled, In progress, Completed or Missed. Tap a visit to open it and check in.
- DueWhat is due in the next two weeks, by date. A row that says No frequency set leads to the patient's Frequency tab. Tap a row to go where it is done.
- CheckWarnings to look at, and your visits that need an answer, marked Never checked in, with Answer. Press Why to read the full reason. A row about a stay that is still open has Patient is home.
- Not recordedItems that are not recorded yet, and your assistant's visits for you to confirm.
When a tab has nothing in it, it says so, such as Nothing is due in the next two weeks., Nothing to check. or Nothing to record.
Caseload
The Caseload card lists your patients with an open admission and how many, such as Caseload (6 active). Each row shows the patient's next due item, such as a 30-day reassessment and its date. Tap a patient to open their record, or press All patients.
Your first day
Before you have any patients, the Dashboard shows Start with your patients, with Import from a sheet and Add patient. The tiles show once you have patients.
If it isn't working
- The visits could not be counted. Reload the page to try again.The tiles show a dash. Reload the page.
- This list could not be loaded. Reload the page to try again.A tab could not load. Reload the page.
- Your workspace could not be loaded. Reload the page to try again.Reload the page. If it keeps happening, check your signal.
- Working out the milesLogicly is still working out some drives. The number comes by itself.
- Miles are not available right now.The miles could not load. Try again later.
- Pay is not available right now.The pay could not load. Try again later.
- No pay tileAdd a pay per visit to an agency, and check that Show pay on the dashboard is on, in Settings, then Agencies.
- A number looks lowThe tiles count only your own visits, and Visits leaves out missed visits. Check the period switch too.
Related articles
Track your mileage, print it, and fix miles that look wrongYour miles by day and month, for reimbursement, with print and CSV.Settings: what each section holds and how to update your detailsWhat is in each part of Settings, and how to change your details.How to use the Map: Route and CaseloadSee your day's stops in driving order, or every patient on your caseload.