Start here
Use the provider dashboard
Select a client, arrange widgets, change date ranges, and interpret dashboard signals carefully.
Select the right client first
Use the client selector before reading or changing a widget. Switching clients reloads the dashboard with information available for that client and their sharing choices.
Personalize the workspace
- Add a widget from Add widget. A widget type can appear once at a time.
- Drag a widget by its header to reorder the layout.
- Use the three-dot menu to change a widget type or remove it.
- Use the chart controls for range, signal, chart type, or fullscreen when those controls are available.
Interpret signals in context
Dashboard summaries, trends, and risk signals help focus provider review. Confirm unexpected information with the client and other appropriate sources before acting.
Important
For safety decisions, use direct risk assessment and the practice’s established response procedures.