Dashboard Overview

The CliniConnects Dashboard serves as the main landing area for users after login and provides a centralized view of operational statistics, request activity, and access to major platform sections. It helps users monitor patient request activity and move into the appropriate module based on their role and permissions.

Purpose of the Dashboard

The dashboard gives users a central place to review platform activity and access important operational areas without needing to move through disconnected sections. It supports visibility into patient requests, referral status, staffing activity, and pending operational work.

Core Dashboard Capabilities

1. Real-Time Statistics

The dashboard displays key statistics related to patient requests and workflow activity. These include:

2. Report Visibility

Users can review dashboard-based reporting views that help track request and assignment activity.

3. Date Range Filtering

The system allows dashboard statistics and reports to be filtered by date range, including daily, weekly, monthly, and custom range views.

4. Graphical and Table Views

Dashboard data can be displayed in graphical form and can also be converted into table format for easier review.

5. Tagged or Labeled Data Views

Dashboard graph elements can be tagged or labeled to make trends and data points easier to interpret.

6. Access to Major Platform Modules

From the dashboard, users can move into major system areas such as Intake, Assigning Lists, Recruitment, History, Reports, Agencies, Clinicians, Employees, Settings, Payroll, Billing, and other modules depending on access rights.

7. Switch Company Access

Users with access to multiple companies can use the switch company function to move between available company workspaces.

Who Should Use the Dashboard?

The dashboard is relevant to most non-clinician web users because it provides access to operational and administrative information across the platform. This includes:

How the Dashboard Works

After login, the dashboard serves as the user’s main landing area and displays operational statistics and request activity. From there, users can review dashboard information, apply date filters, switch between graph and table views, and navigate to the appropriate module based on their role and permissions.

Best Practices

If your organization needs a centralized starting point for operational visibility and module access, the CliniConnects Dashboard provides the structure needed to support daily workflow management.