Your dashboard — Owner & Clinic Manager
A tour of the four full-width panels that make up the leadership dashboard — conflict triage, WAAG metrics, clinician hours, and the clinic-wide to-do list.
Before you start
- You’re signed in as an owner or clinic manager.
- The clinic has live appointment and payment data — the charts need at least a week of activity to be meaningful.
Who can do this
Owners and clinic managers share this layout. Both roles see every clinician, every appointment, and every invoice — this is the clinic-wide operating view.
Why: Leadership needs a whole-clinic picture to catch bottlenecks — unbilled hours, conflicting bookings, clinicians under target — before they become month-end fires.
Step by step
- 1
After signing in you land on /dashboard. Instead of stat cards, you see four stacked panels — each is a full operational view rather than a summary count.
Scroll to see all four panels. On smaller screens they stack; on wide screens they’re still full-width by design — these views benefit from horizontal room.
- 2
‘Conflict Management’ is the top panel. It lists every appointment flagged as conflicted — double-bookings, over-allocated clinicians, or room clashes — paginated five at a time, with accordion rows you can expand to see details.
Each conflict has ‘Resolve’, ‘Reschedule’, and ‘Dismiss’ actions inline. You don’t need to leave the dashboard to triage.
- 3
‘WAAG Metrics’ (Week-At-A-Glance) is the second panel. It shows five rolling metrics — revenue, total appointments, cancellations, no-shows, treated hours — with sparkline trends against prior periods.
Click any metric tile to open its chart modal with date-range filtering. The ‘Custom Range’ button at the top of the panel re-runs every metric for a window you pick.
- 4
‘Clinician Hours’ is the third panel — a table with each active clinician’s treated hours for This Week, Last Week, Month-to-Date, and Last Month, plus a percent-of-target column.
Target is currently 40 hours/week, ~160/month. Anyone trending well below that is a flag for a 1:1 conversation or scheduling adjustment.
- 5
‘User To-Do List’ is the bottom panel — a roster of every user’s outstanding work, grouped by category (Treat, Soap, Approve SOAP, Confirm, Invoice, Payment, Schedule, Reschedule). Click a row to open that user’s todos in a modal.
This is your ‘who is behind on what’ view. You can drill into any single user’s queue without logging in as them.
- 6
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 four-panel layout if a customization gets away from you.
If something isn’t working
Tap a question to see the likely cause and the fix.
The WAAG panel is empty or stuck on a loading spinner.
Why: WAAG data is assembled from multiple aggregation queries. A single slow collection (usually appointments) can hold up the whole panel.
Fix: Refresh the page. If it still won’t load after 30 seconds, open /waag directly — the full WAAG page uses the same data and will surface any backend error.
Clinician Hours shows zero for someone I know treated this week.
Why: Treated hours are calculated from appointments with a ‘treated’ status plus a completed SOAP note. A treated appointment without an approved SOAP does not count.
Fix: Check that the clinician’s SOAPs are submitted and (for CDAs) approved by their supervising SLP. The hours will appear once the SOAP is in an approved state.
Conflict Management lists a conflict that isn’t really one.
Why: The conflict detector compares appointment time, clinician, and room. A phantom conflict is usually a cancelled appointment that wasn’t fully removed from the schedule.
Fix: Click the conflict to expand it, verify the colliding appointment’s status, and use ‘Dismiss’ if the other party is cancelled. Repeated phantoms are worth flagging to an admin.
The User To-Do List is huge and hard to scan.
Why: The panel shows every user with any outstanding work — in a busy clinic that can be fifteen rows.
Fix: Sort by the category column you care about (e.g., Approve SOAP or Invoice) to see who is behind on that specific bottleneck. The chart modals in WAAG also narrow by activity type.
I customized and want the default panels back.
Why: Customizations are saved as an override in your user profile.
Fix: Click ‘Customize → Reset to Default’ in the top-right. The four default panels come back in their original order.