The home page shows the numbers for your role and links each one to the place where the work happens. Click any tile to go work its queue.
What your role sees
Role | Tiles |
Clinical Manager | Active Patients, Staff Working Today, Orders Needing Approval, OASIS Reviews Pending, Visits Needing Scheduling, Missed Visits This Week |
Intake | New Referrals Today, At Risk, Needing Follow-Up, Closed / Admitted, Declined, Avg Time to Accept — plus payer mix and top referral sources |
Scheduler | Scheduling Tasks, Missed Visits, Returned Visits, Pending Visits — plus Today's Summary (assigned, unassigned, SOC, ROC) and quick actions |
On the Clinical Manager dashboard, tiles flagged Action needed mark the ones with work waiting behind them — start there. Other roles' tiles do not carry this flag; work from the counts instead.
Use it as a morning routine
Clear the queues that need attention first — on the Clinical Manager dashboard these are flagged Action needed.
Check the counts that should be zero — missed visits, returned visits, reviews pending.
Use the quick actions where your role has them, such as Schedule Unassigned Visits or View Clinician Schedules.
Note: The dashboard reflects your current role. If the tiles look wrong for the work you do, your role may be set incorrectly — see Set roles and permissions.
If something goes wrong
A tile's count does not match its queue. The queue is the source of truth — click through and work from the list, and mention the mismatch to your administrator.
A tile you rely on is missing. Tiles follow your role. Ask your administrator whether your role should change.