The new dashboard gives you more flexibility to track the metrics that matter most to your practice. You can customize widgets, compare providers side-by-side, track goals, monitor financial performance, and even create your own charts from Custom Reports.

You can fully customize your dashboard by:

To start customizing:

The new dashboard allows each widget to have its own filters.

This makes it possible to compare metrics side-by-side. For example, you can display office visits for different providers in separate widgets on the same dashboard.

Previously, the New Patient widget counted patients based on their first ledger activity or first visit activity.

In some cases, if a payment was collected before the patient’s first appointment, the patient would be counted on the payment date rather than the visit date.

The New Patient widget now allows you to count patients based on appointment type, providing more flexibility and accuracy.

The Financial Widget automatically compares your current performance against:

You can view financial data by:

Note: Yearly comparisons may take longer to load due to the larger amount of data being processed.

Widgets can display goals using a Summation line.

A summation goal tracks cumulative progress over a selected date range.

Example:

If your weekly visit goal is 100 visits and you are viewing four weeks of data, the summation goal will measure whether you reached 400 total visits during that four-week period.

The Active Patient widget now supports more advanced patient activity criteria.

For example, you can count patients who have had:

This helps filter out patients who only visited once or twice and provides a better picture of active patient engagement.

You can create your own graphs and charts from Custom Reports and add them directly to the dashboard.

Supported chart types include:

Create your own custom graphs on the dashboard to track your metrics visually!

Line graphs and bar graphs can be created based on the data in the Stats > Custom Reports. Follow the steps below to create your own custom dashboard.

First, make sure you have created the row of data you want to reference in Stats > Custom Reports. When that is complete, continue with steps below.

Go to Stats > Custom Reports > click on report name

Click Charts icon and select + Add Chart

Add the following information:

Chart Name

Chart Type (chart options are Line, Bar, Pie, Doughnut, Polar Area, Radar)

Chart Goal for this variable

Select Row of data to display on graph (item will have a green check mark and be bold when selected)

Save changes

Click on TrackStat image in upper left corner to return to the Dashboard

Select Switch to New Dashboard

Click on the Edit button in the upper right corner

Click on +Add button

Scroll down to the Custom Reports section

Select the name of your Custom Report where the Chart was added

Select name of Chart (row or data point from the custom report)

Drag and drop chart to desired location and resize as needed

Click Save button to save chart to custom dashboard

Yes. You can switch back to the legacy dashboard at any time.

No. Future dashboard enhancements will only be added to the new dashboard.

Yes. Each widget can have its own filters and settings.

Yes. Create separate widgets with different provider filters to compare performance side-by-side.

The widget can now count patients by appointment type instead of relying only on first ledger activity or first visit activity.

Yearly reports process significantly more data and may take longer to load.

Yes. Charts can be created from Custom Reports and added directly to the dashboard.

Line, Bar, Pie, Doughnut, Polar Area, and Radar charts.