Your dashboard — Clinician
A tour of the six stat cards you land on after signing in. Each card is a filtered view of the work waiting on you — tap it to drill into the queue.
Before you start
- You’re signed in as a clinician (SLP, CDA, or AUD).
- You’ve been assigned to at least one client or appointment — empty queues show zeros, which is fine.
Who can do this
Every clinician sees this dashboard on login. The cards are personal — they only count work assigned to you.
Why: Dashboards are filtered by your user ID so SOAP notes, treatments, and todos from other clinicians don’t clutter your view.
Step by step
- 1
After signing in, you land on /dashboard. The top row has six small stat cards — this is your worklist for the day at a glance.
The cards are colour-coded by type: teal (My Tasks), indigo (To Treat), green (SOAP Notes), amber (To Approve — SLPs only), blue (Today’s Appointments), sky (Communications).
- 2
‘My Tasks’ (teal) counts todos assigned directly to you by an admin or manager — ad-hoc items that aren’t tied to a SOAP or appointment. Click the card to open the full task list.
- 3
‘To Treat’ (indigo) is clients booked for treatment today who still need a session started. The count drops as you mark appointments treated.
If the count is higher than your actual booked clients, check for appointments missing a status update — a lingering ‘booked’ state means the client was never checked in.
- 4
‘SOAP Notes’ (green) is treated appointments that still need a note written. Click to jump straight to the oldest outstanding SOAP.
Same-day SOAPs are a compliance expectation — if this card is non-zero at end-of-day, your clinic manager will see it on the WAAG.
- 5
‘To Approve’ (amber) only shows if you’re an SLP. It counts SOAPs written by CDAs under your supervision that are waiting on your sign-off.
CDAs don’t see this card — their SOAPs move directly to their supervising SLP’s queue when submitted.
- 6
‘Today’s Appointments’ (blue) is the total count of everything on your calendar for today — treated, still-to-treat, cancelled, and no-shows combined. Click to open the calendar view.
- 7
‘Communications’ (sky) counts email threads assigned to you from the shared clinic mailboxes. Click to expand the widget in place — you don’t leave the dashboard.
Clinicians only see threads the front desk has delegated to them. To see the whole therapy@ mailbox you need the Clinic Manager role.
- 8
To rearrange or hide cards, click ‘Customize’ in the top-right corner. Drag cards to reorder, remove ones you don’t use, or click ‘Add Widget’ to restore a removed card.
Your layout is saved per-user. ‘Reset to Default’ restores the six-card configuration if you change your mind.
If something isn’t working
Tap a question to see the likely cause and the fix.
My counts look stale — the number doesn’t match what I just did.
Why: Stat cards refresh on page load and when the widget’s thunk re-fires, not on every database write. A SOAP you just submitted won’t decrement the ‘SOAP Notes’ count until the view refreshes.
Fix: Click the card or refresh the page. Counts should match within a few seconds.
I don’t see the ‘To Approve’ card.
Why: That card is SLP-only. CDAs and AUDs don’t supervise other clinicians’ SOAPs, so the card is hidden by design.
Fix: If you are an SLP and it’s missing, your user record may have the wrong specialization. Ask your admin to check the ‘specialization’ field on your user.
My dashboard is mostly empty.
Why: You may have no clients assigned, or the dashboard is reading an old cached layout. New users see zeros until appointments are booked.
Fix: Ask your admin to confirm you’re assigned as a clinician on upcoming appointments. If the issue is layout, click ‘Customize → Reset to Default’.
I customized and now want the original layout back.
Why: Customizations are saved as an override in your user profile.
Fix: Click ‘Customize → Reset to Default’ in the top-right corner. Your original six-card layout comes back without affecting any of your actual work.
I see cards I don’t recognize, like ‘To Confirm’ or ‘Conflicts’.
Why: You likely have more than one role (e.g., clinician + admin). Simone merges the default widgets from every role you hold.
Fix: That’s expected. Use ‘Customize’ to remove the ones you don’t want, or keep them if you cover multiple functions in your clinic.