Today’s Overview

Today’s Overview shows the selected clinic’s appointments and activity for the current clinic day. Use it to review the day’s workload, check the activity available to your role, and open or add an appointment.

Before you start

The information and actions on the dashboard depend on your clinic access and permissions. The clinic’s timezone determines which appointments count as today.

Review today’s activity

1. Open your clinic workspace. Dashboard is the default start page.
2. Check that the correct clinic is selected.
3. Review the activity cards and Today appointments list.
4. If a doctor filter is shown, choose a doctor or All doctors if that option is available to you.

The cards vary by role. They can show appointment counts such as Pending, Confirmed, Completed, Cancelled, or All appointments. Collections shows issued receipts received today; it is not the value of invoices created today. The collection card is only shown to roles with access to that information.

The vs yesterday comparison compares today’s figure with yesterday’s. It does not explain why the figure changed. Appointment counts and collections use the clinic’s current-day range and the records you are allowed to access.

Enlarge image

Open an appointment

1. Find the patient and time in Today appointments.
2. Review the available details, such as time, status, patient, phone, room, and note. A doctor column may also appear when the list covers multiple doctors.
3. Select the appointment row. If you have permission to edit it, the edit form opens. Otherwise, you can review its read-only details.
4. If you make an allowed change, save it and check that the updated details appear in the dashboard.

Patient contact details and appointment actions follow your permissions. Ask your clinic admin to review your access if you need information or an action that is not available to you.

Add an appointment

If Add appointment is available, select it and enter the required appointment details. Save, then check that the appointment appears for the expected patient, doctor, and clinic day.

For the full booking workflow and other appointment actions, see Manage appointments. Use Appointments to review the wider schedule, including other dates.

If information is missing

Check the selected clinic and doctor filter. If an appointment is missing, compare its scheduled date and time with the clinic’s timezone; appointments outside the current clinic day do not appear in this view.

If the dashboard is still loading or shows an error, wait for it to finish or retry. A loading state or error does not mean there is no activity. If collections are not shown, your role may not have access to that card.

For period summaries, see Analytics: Overview. You can also review patient measures and appointment outcomes.