Client Dashboard Overview

The image below shows the client dashboard:

When you first enter the contacts area it displays a list of all your clients.  The client dashboard is made up of 3 sections which are situated on a blue bar at the top.  It automatically opens on the Client section.   This article will be focusing on the Client section. 

The number beside each section represents the number of records belonging to each, in the image above it tells us we have 94 client records. To the right of the blue bar, there is an Add New button which you can click on to add a new Client, Business or Contact.  You can find more information about adding a new client via this article.

Above the blue bar you can search for Clients, Businesses or Contacts by their name however besides this there is an Advanced search.

When you click on the advanced search it brings up the screen below:

As I am on the Client screen it brings up the fields I can search a client for.  If I was on the Business or Contact section it would display different search parameters.

Once I have entered my search parameters I can click Search to show the results, Clear to clear my search parameters or Cancel if I want to exit.

I will now discuss the Client section in more detail.

As previously mentioned, the number 243 beside Clients lets us know that we have 243 clients in our database.  This number will be different depending on the number of records in your database.

When we first enter the client section it displays all our clients unless we do a specific search.  25 clients are shown per page and you can move between pages using the arrows at the bottom or clicking on the page number.

There are 12 columns which are populated with information in our client list.  These are:

  • Ref
  • Name
  • Address
  • Postcode
  • Date of Birth
  • Telephone
  • Email
  • Registered
  • Balance
  • Location
  • Business
  • Practitioner

You can ‘order by' a column by clicking on the column name.  An arrow will appear either pointing up or down to distinguish ordering by ascending or descending. 

Search results:

The image below shows these columns populated with data.  You click the green View button at the end of the record to open their patient profile.  You can find out more about client records via this article.

The client data will contain different icons, different colours and other differences which are explained below.

You can see in the image below a patient record in red writing, this indicates that the patient has outstanding invoices and/or uninvoiced charges.

In the following image, I have two records.  One highlighted in red and one highlighted in navy

The first icon of a record is a light bulb.  This will appear grey (like the one highlighted in red) if the client records status is ‘non-current.’  The light bulb will be yellow (like the one highlighted in navy) if the status of the record is ‘current.’

The second icon indicates whether the client is a male or female.  As you can see we have a pink icon indicating a female patient highlighted in our red record and we have a blue icon indicating a male patient in our navy record.

An ‘alert’ icon (a red triangle with an explanation mark) can also be present on a client record if there is an alert assigned to them.  As well as there being this icon, the client's name will also appear in a red box.  You can see this in the record highlighted in navy.

If you click on the client's name who has the alert, it pops up and you can edit without having to go into the client record as shown in the screenshot below.

Provisional clients will also appear on the client dashboard.  This is highlighted above all the client data where you can choose Show Now or alternatively are highlighted in a peach colour in the client results where you can click Review.  Both of these options are shown in the images below. 

Once you Review the provisional patient record you can mark as real or link it with an existing client record.