Custom home page or dashboard
Allow me to create a custom home page or dashboard that displays information relevant to my role. For example, as a therapist, I may want to see outstanding progress notes and today's appointments, but as a biller, I may want to see un-invoiced appointments and rejected claims.
AdminSarah M
(Admin, theranest)
shared this idea
-
Veronica Logan commented
Have an analytics dashboard (Simple Practice and INSync have). So as soon as you log in it will disply totals for
missed appointments
Incomplete notes
Expired Treatment plans
Notes missing signature -
Ashley Harrison commented
Add tasks to the Home Screen dashboard. When I first login, I want to see all of the tasks I have due for the day in addition to the upcoming appointments. More of a dynamic view. I'm not a therapist so this view is better for my administration team
-
Bettina Lyons
commented
a comprehensive dashboard to get a quick glimpse of income, maybe a comparison of this month to last year at this time, filed claims, completed progress notes, outstanding balance for insurance and cash. I am including an example from my previous EHR.
-
Bettina Lyons
commented
I would love if I could see a snapshot of income to date, sessions held, completed progress notes, outstanding balances, etc. Here is an example from my previous EHR.