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Dashboard Overview

Understanding your clinic dashboard metrics and quick actions

3 min read

Overview

The SehaFile dashboard is the first screen you see after logging in. It provides a real-time snapshot of your clinic's daily operations including today's appointments, revenue collected, pending tasks, and active patient count. The dashboard uses StatCard components to display key performance indicators at a glance, with interactive charts showing trends over time.

Dashboard Components

  1. Today's Appointments card — Shows the total number of scheduled appointments for today, broken down by status (waiting, in-progress, completed, no-show). Click the card to navigate directly to the Appointments calendar view.
  2. Revenue Summary card — Displays today's collected revenue in EGP, with a comparison to the same day last week. The RevenueChart below shows a 7-day trend line using the TrendLineChart component.
  3. Pending Tasks card — Counts incomplete items requiring attention: unsigned prescriptions, pending lab results, overdue recalls, and unacknowledged shift handovers. Each item links to its respective module.
  4. Active Patients card — Shows total registered patients with an active status. The DemographicsPie chart displays gender and age distribution.
  5. Visit Volume Chart — The VisitChart component renders a bar chart of daily visit counts for the current month, helping you identify peak days and plan staffing accordingly.
  6. Quick Actions bar — Buttons at the top right allow you to quickly: New Appointment, Register Patient, Record Payment, and View Queue.
  7. Notification bell — Located in the Header component, shows unread notification count. Click to view recent alerts about appointment changes, new bookings, and system messages.
Tip: The dashboard data refreshes automatically every 60 seconds. You can also click the refresh icon next to any card to update it immediately.

Main clinic dashboard showing StatCards for appointments, revenue, tasks, and patients with charts below

Customizing Your Dashboard View

While the main metrics are fixed, you can control the date range for charts by using the date picker in the top-right corner. Select "Today", "This Week", "This Month", or a custom range to adjust the Revenue and Visit charts accordingly.

Frequently Asked Questions

Why does my revenue show zero even though I had appointments?

Revenue only counts payments that have been recorded through the Financial module. Ensure your receptionist records payments when patients pay at the front desk.

What counts as an "active patient"?

Any patient record with a status of "active" in your clinic. Patients are not automatically deactivated; you would need to archive them manually if needed.

Can I see data for a specific branch only?

Yes. If you have multiple branches configured, use the branch selector dropdown in the header to filter all dashboard metrics to a specific branch.

How are pending tasks calculated?

The system aggregates: overdue patient recalls, unsigned documents awaiting your signature, unread lab results, and shift handovers not yet acknowledged. Each category shows its count when you hover over the card.

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