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Check-In Dashboard Page - User Actions Guide

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Overview

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Available Actions

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1. Select Date Range

1. Locate the Date Range picker
   • In the header area on desktop
   • In the settings popover on mobile
   • Shows current date range (e.g., “Last 7 days”)
2. Click to open date picker
   • Calendar popup appears with date range selector
   • Shows preset options and custom range selection
3. Choose a preset range
   • Options typically include:
     • Today
     • Yesterday
     • Last 7 days
     • Last 30 days
     • This month
     • Last month
     • This quarter
   • Click to select
4. Or select custom date range:
   • Click on start date in calendar
   • Click on end date in calendar
   • Range is highlighted between dates
   • Click “Apply” to confirm
5. View filtered data
   • All dashboard sections update
   • Metrics recalculate for new range
   • Charts redraw with new data

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2. Filter by Provider

1. Locate the Provider filter
   • Dropdown labeled “Provider” in header
   • On mobile, access via settings popover
2. Click to open dropdown
   • List of all active providers appears
   • Multi-select is supported
3. Select providers
   • Click to check/uncheck providers
   • Selected providers highlighted
   • “All Providers” option may be available
4. View filtered results
   • Metrics show only selected providers’ data
   • Charts and tables filter accordingly
   • URL updates to preserve filter state

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3. Filter by Location

1. Locate the Location filter
   • Dropdown labeled “Location” in header
   • Multi-select capability
2. Click to open dropdown
   • All practice locations listed
3. Select locations
   • Check desired locations
   • Uncheck to exclude
4. View filtered data
   • All dashboard components update
   • Shows data only for selected locations

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4. Reset All Filters

1. Locate the Reset button
   • Button labeled “Reset” in the filter area
   • May show as icon on mobile
2. Click Reset
   • All filters cleared:
     • Date range returns to default
     • All providers selected
     • All locations selected
3. View reset dashboard
   • All data visible
   • Default date range applied

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5. View Comprehensive Metrics

1. Locate the Metrics section
   • Card-based display near top of dashboard
   • Shows multiple KPI cards
2. Read metric cards
   • Each card shows:
     • Metric name (e.g., “Total Appointments”)
     • Current value (number)
     • Trend indicator (up/down arrow)
     • Comparison to previous period
3. Understand the metrics:

   Metric	Description
   Total Appointments	All appointments in period
   Completed	Successfully finished appointments
   No Shows	Patients who didn’t show up
   Cancellations	Cancelled appointments
   New Patients	First-time patient appointments
   Revenue	Total revenue generated

4. Interpret trend indicators
   • ↑ Green arrow: Improvement from previous period
   • ↓ Red arrow: Decline from previous period
   • Percentage shows amount of change

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6. View Appointment Trend Graph

1. Locate the trend graph
   • Line/area chart below metrics cards
   • Shows appointments over time
2. Interpret the graph
   • X-axis: Time (days, weeks, or months)
   • Y-axis: Number of appointments
   • Line shows appointment count trend
3. Hover for details
   • Move mouse over data points
   • Tooltip shows exact values
   • Date and count displayed
4. Identify patterns
   • Look for peak days
   • Notice any drops or spikes
   • Compare weekdays vs weekends

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7. View Appointments by Type Chart

1. Locate the chart
   • Pie chart, donut chart, or bar chart
   • Labeled “Appointments by Type” or similar
2. View service distribution
   • Each segment represents a service type
   • Size indicates proportion of appointments
   • Colors differentiate services
3. Hover for details
   • Shows service name
   • Shows count and percentage
   • May show comparison data
4. Use legend
   • Legend identifies each color/segment
   • Click legend items to hide/show categories

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8. View Patients Pending Intake Forms Table

1. Locate the table section
   • Heading: “Patients Pending Intake Forms”
   • Description: “Patients with upcoming appointments who haven’t completed their intake forms”
2. Review the table columns
   • Patient Name
   • Appointment Date/Time
   • Provider
   • Forms Pending
   • Actions
3. Sort the table
   • Click column headers to sort
   • Click again to reverse sort order
   • Arrow indicates sort direction
4. Take action on a patient
   • Click on patient row to view details
   • Or use action buttons:
     • Send Form Reminder
     • View Patient
     • Call Patient
5. Filter the table
   • Table respects dashboard filters
   • Additional table-specific filters may be available

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9. Send Form Reminder to Patient

1. Find patient in pending forms table
   • Locate the patient row
2. Click the action button
   • Button may show as envelope icon or “Send Reminder”
3. Confirm send
   • Confirmation dialog may appear
   • Click “Send” to confirm
4. Verify delivery
   • Success message appears
   • Patient receives SMS/email with form link

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10. View Appointment Alerts

1. Locate the Alerts section
   • Heading: “Appointment Alerts”
   • Description: “Important notifications and alerts related to upcoming appointments”
2. Review alert types
   • Each alert shows:
     • Alert icon (type indicator)
     • Description
     • Affected appointment/patient
     • Time of occurrence
3. Common alert types:

   Alert Type	Description
   Double Booking	Two appointments at same time
   Missing Info	Required patient info missing
   Insurance Issue	Insurance verification problem
   Form Incomplete	Required forms not submitted
   Late Cancellation	Cancelled within policy period

4. Take action on alerts
   • Click alert to view details
   • Resolve button to mark as handled
   • Navigate to appointment/patient

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11. Refresh Dashboard Data

1. Use browser refresh
   • Press F5 or Cmd+R
   • All data reloads
2. Or use refresh button (if available)
   • Look for refresh icon in header
   • Click to reload data without full page refresh
3. View updated data
   • Metrics recalculate
   • Charts redraw
   • Tables reload

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12. Access Mobile Filters

1. Locate settings button
   • Gear icon in header on mobile
   • Or three dots menu
2. Tap to open popover
   • Filter popover opens with:
     • Provider select
     • Location select
     • Date range picker
     • Reset button
3. Apply filters
   • Make selections
   • Changes apply immediately
4. Close popover
   • Tap outside popover
   • Filters remain applied

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Dashboard Sections Overview

1. Header with Filters
   • Title: “Check-In Dashboard”
   • Provider filter
   • Location filter
   • Date range picker
   • Reset button
2. Comprehensive Metrics
   • KPI cards with key statistics
   • Trend indicators
3. Appointment Trend Graph
   • Line chart showing volume over time
4. Appointments by Type Chart
   • Distribution of appointment types
5. Patients Pending Intake Forms
   • Table of patients needing attention
6. Appointment Alerts
   • Notifications requiring action

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URL Parameters

?startDate=2024-01-01&endDate=2024-01-31&providers=prov_123,prov_456&locations=loc_abc

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Data Update Frequency

• Metrics update in real-time as appointments change
• Charts may cache data for performance
• Refresh page for latest data
• Alerts update automatically

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Permissions

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Troubleshooting