Accessing the Dashboards

To view a list of available Dashboards, click and then click Dashboards from the drop-down menu.

The Dashboards window appears, and you are presented with the list of available Dashboards. In our example, there are three Dashboards available;

  • The Home Dashboard is the 'master' Dashboard, presented to you whenever you open Insights, or whenever you click (located at the top-left of the window). You can edit this Dashboard is you want.
  • We have two custom Dashboards - one for each of two doctors at our practice. You can create as many Dashboards as you want, and they are shared between users.