Adding Widgets to Your Dashboard

1. Navigate to the Analytics Section

• On the left-side panel, click Reporting > Analytics.

2. Access Widget Management

• In the top-right corner of the Analytics dashboard, click the Add Widget button.

3. Select Widget Type (Modal Will Appear)

• Total number of clients: Current snapshot of active clients.

• New clients for a given period: Shows recent signups.

• Active clients by payer: Breakdown by payment source.

• Total number of staff: Active/inactive staff count.

• Total appointments: All appointments in system.

• Appointments for period: Filterable by date range.

• Submitted claims for period: Filterable by date range.

• Not Submitted claims: Number of claims in appeals and pending currently.

• Total Billed: Sum of all billed amounts using date of service.

4. Add Your Widget

• Click on your desired widget type in the modal.

• The widget will automatically appear on your dashboard.

5. Understand Widget Data

• Each widget displays real-time information.

• Hover over data points for detailed tooltips.

• Click any widget to view expanded details.