- Layout — which widgets appear on the patient dashboard, in what order, and how wide each one is.
- Portal permissions — which self-service actions patients can take after signing in.
Customize the dashboard
The Layout tab is open by default. It shows a preview of the patient dashboard. Use it to arrange widgets:1
Reorder widgets
Drag a widget by its header to move it. The grid reflows as you drag.
2
Resize a widget
Use the size switch in each widget’s header to set its width: 1/3, 1/2, 2/3, or Full.
3
Hide a widget
Click the eye icon in a widget’s header. The widget moves into the Hidden Widgets section below the preview.
4
Show a hidden widget
Find it in Hidden Widgets and click Add. It returns to the dashboard at the end of the visible list.
5
Save
Click Save at the top of the page. The new layout applies to every patient the next time they sign in.
The same layout is shared by every patient at your clinic. There is no per-patient layout. The exception is the Quick Actions widget, where each patient can pick their own shortcuts.
Portal permissions
Portal permissions control what patients can do online after they sign in. These settings apply to every patient at your clinic. Existing clinics keep the current portal behavior until an admin changes these permissions.Change portal permissions
1
Open portal permissions
Go to Settings > Patient Portal > Configuration, then find Portal permissions.
2
Choose a group or action
Use the switch beside a group to turn that whole group on or off. Use the switch beside one permission to change only that action.
3
Save your changes
Changes save automatically. Wait for saving to finish before leaving the page.
Permission groups
What patients see when a permission is off
Appointment cancellation and rescheduling still follow the portal timing rule. Patients cannot cancel or reschedule online when the appointment is within 24 hours, even when the matching permission is on.