Your dashboard — HR
A tour of the three full-width panels on the HR dashboard — WAAG metrics for clinic-wide performance, clinician hours against target, and the clinic-wide to-do list used to spot payroll gaps before they hit.
Before you start
- You’re signed in with the HR role.
- The clinic has live appointment and SOAP data — HR reports depend on approved SOAPs flowing through to payroll.
Who can do this
HR users see this layout automatically. You see every clinician and every user’s to-dos — but not billing or conflict triage, which belong to the front desk and leadership dashboards.
Why: HR’s operating question is ‘who worked what, and is anyone behind on the paperwork that gates their payroll?’ The three panels answer exactly that, nothing more.
Step by step
- 1
After signing in you land on /dashboard. You see three stacked full-width panels — WAAG metrics up top, clinician hours in the middle, and the clinic-wide to-do list at the bottom.
HR does not see the Conflict Management panel — those are reception’s concern. If you need to check schedule conflicts, ask a front desk or clinic manager to pull them up for you.
- 2
‘WAAG Metrics’ is the top panel. It rolls up five clinic-wide indicators — revenue, total appointments, cancellations, no-shows, and treated hours — with sparkline trends. Click any metric to open its chart modal.
Treated hours and cancellations are the two metrics HR watches most — one drives payroll, the other signals scheduling friction worth flagging.
- 3
‘Clinician Hours’ is the middle panel. Each row is a clinician with This Week, Last Week, Month-to-Date, and Last Month treated hours, plus a percent-of-target column.
The default monthly target is 160 hours (~40 hrs/wk). Anyone well below that heading into payroll week is worth a check-in — usually it’s missing SOAPs rather than missed sessions.
- 4
‘User To-Do List’ is the bottom panel. It lists every user with outstanding work by category (Treat, Soap, Approve SOAP, Confirm, Invoice, Payment, Schedule, Reschedule). Click a row to open that user’s todos in a modal.
For payroll, the important columns are Soap and Approve SOAP. A clinician with unapproved SOAPs won’t be paid for those hours until the SLP signs off — this panel is the fastest way to spot that before payroll runs.
- 5
To rearrange or hide panels, click ‘Customize’ in the top-right. Drag to reorder, remove panels you don’t use, or click ‘Add Widget’ to bring one back. Click ‘Save’ when finished.
‘Reset to Default’ restores the three-panel layout if a customization gets out of hand.
If something isn’t working
Tap a question to see the likely cause and the fix.
A clinician’s hours look too low right before payroll.
Why: Treated hours require an approved SOAP. If the SOAP is still in draft or waiting on SLP sign-off, the session won’t roll up into hours yet.
Fix: Open the User To-Do List panel, find the clinician’s row, and look at Soap and Approve SOAP. The count tells you exactly how many sessions are stuck. See ‘Why isn’t this on payroll?’ for the full troubleshooting flow.
WAAG numbers don’t match what I see on /waag.
Why: The dashboard WAAG panel shows the default ‘this week vs. last week’ window. The full WAAG page (/waag) offers richer date filtering and may be showing a different period.
Fix: Use the ‘Custom Range’ button on the dashboard panel to match the window you want, or navigate to /waag for the full breakdown.
I don’t see the Conflict Management panel.
Why: That panel is deliberately excluded from the HR layout — scheduling conflicts are a front desk / clinic manager responsibility.
Fix: Ask reception or a clinic manager to check conflicts. If you regularly need the view yourself, ask an admin to add the ‘officeManager’ role to your account.
I customized and want the three-panel layout back.
Why: Customizations are saved as an override in your user profile.
Fix: Click ‘Customize → Reset to Default’ in the top-right. The original panels return without touching any payroll data.