Dashboard Overview

When you log in, you'll land on your Dashboard. This is your central control panel.

Main Navigation (Left Sidebar)

The left sidebar provides access to all main features:

• Dashboard - Your central hub for overview and activity.
• Tasks - Manage your assigned tasks.
• E-Referral - Send and manage electronic referrals.
• Cases - View and manage your cases.
• Clients - Access client profiles and information.
• Contacts - Manage your contacts directory.
• Settings - Configure your account and preferences.

At the bottom of the navigation bar you can access the Help section or view your User Profile. You can also use the Collapse button to minimize the menu and increase your workspace.

Top Bar Controls

The top bar provides global tools that are always accessible.

• Universal Search - Quickly search for referrals, clients or cases.
• Notifications (Bell Icon) - Alerts you to important updates.
• Quick Settings (Gear Icon) - Provides fast access to your preferences.
• Create New (Blue Button) - Instantly create new referrals or Clients from any page.

Dashboard Filters

In the top right of the page, you will see filter options. You can filter by:

• Service - Filter data by specific services offered.
• Organization - Toggle between different organization views if you manage multiple.
• Period - Choose a date range or select "All Time".

Main Dashboard Sections

The main area of the dashboard is made up of summary sections called widgets. These give you quick insights to track key metrics.

Referrals Summary

This section helps you track the movement of referrals into and out of your organization. It is divided into Sent Referrals and Received Referrals.

• Priority - A circular chart shows how many referrals are marked "Urgent" versus "Standard".
• Status List - This list shows how many referrals are:

• Accepted
• Declined
• Requested
• Completed
• Cancelled

This helps you quickly see what needs attention.

Cases

The Cases section provides a snapshot of ongoing service coordination.

• Status Breakdown - You can view cases categorized by their current state. This includes cases that are "Waiting on Provider Availability" or "Assigning Provider".
• Active Cases - Files such as those "In Progress" or "On-Hold".
• View Options - Toggle between List View and Chart View depending on your preference.

Appointments

This section gives you insights into service-specific appointment data. It displays a table with the following columns:

• Services - The name of the service provided.
• Schedule - The total number of appointments scheduled.
• Arrived - The number of clients who attended their appointment.
• No Show - The number of missed appointments.
• Cancelled - The number of appointments that were called off.

Activity Feed

On the right side of the dashboard is the Activity feed. This is a real-time log of actions taken within the system. You will see:

• Timeline - It shows a chronological list of events.
• Action Details - Each entry displays who performed the action and what was created or updated. For example it will show "Amaya Hope Created Appointment" along with the date and timestamp.