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Receptionist Dashboard

Overview of today's appointments, queue status, and check-ins pending

3 min read

Overview

The Receptionist Dashboard is your command center for managing daily clinic operations. When you log into SehaFile at clinic.sehafile.com, the dashboard displays four key metrics at a glance: today's visits count, monthly revenue, pending appointments, and total registered patients. Below the stats, you will find quick-action buttons and two live panels showing active visits and upcoming appointments.

Receptionist Dashboard showing stat cards, quick actions, and today's appointments panel

Dashboard Components

Stat Cards

The top row displays four color-coded stat cards:

  1. Today's Visits (green) — Shows the number of patients seen or currently being seen today. Pulls from the /visits/today endpoint filtered by status “waiting” or “in_progress”.
  2. Monthly Revenue (blue) — Displays clinic revenue for the current month in EGP.
  3. Pending Appointments (amber) — Number of scheduled appointments not yet checked in.
  4. Total Patients (purple) — Total patient records in your clinic database.

Quick Actions Bar

Three shortcut buttons appear below the stat cards:

  1. New Patient — Navigate directly to /patients/new to register a new patient.
  2. New Visit — Open the new visit form at /visits/new.
  3. Walk-in — Jump to the queue page at /appointments/queue to add a walk-in patient.

Active Visits Panel

The left panel shows up to 6 active visits with status “waiting” or “in_progress.” Each entry shows the patient name, doctor specialty badge, doctor name, and a color-coded status pill. Click any entry to open that visit.

Today's Appointments Panel

The right panel lists the next 6 scheduled appointments with time slots (e.g., “09:30 - 10:00”), patient name, doctor specialty, and status badge.

How to Use the Dashboard Effectively

  1. Start your shift — Log in and review the dashboard. Check the pending appointments count to estimate today's workload.
  2. Monitor the queue — Watch the Active Visits panel. Amber badges mean patients are waiting; blue means they are with the doctor.
  3. Take action on pending check-ins — When a patient arrives, use the Walk-in quick action or navigate to Appointments to check them in.
  4. Track progress throughout the day — The stats refresh automatically. As visits complete, the Today's Visits count increases.
Tip: The dashboard auto-refreshes data every time you navigate back to it. To force a refresh, press F5 or click the browser refresh button.
Warning: If the stat cards show dashes (-) instead of numbers, check your internet connection or contact your clinic admin. This usually means the API is unreachable.

Status Color Guide

Understanding status badges helps you prioritize actions:

  • Purple (scheduled) — Patient has an appointment but has not arrived yet.
  • Amber (waiting) — Patient has checked in and is in the waiting room.
  • Blue (in_progress) — Patient is currently with the doctor.
  • Green (completed) — Visit is finished.
  • Red (cancelled/no_show) — Appointment was cancelled or patient did not show up.

FAQ

Can I customize which panels appear on my dashboard?

Currently the dashboard layout is fixed. Future updates may allow panel customization through Settings.

Why does the revenue card show zero?

Revenue only appears if your clinic has the financial module enabled and invoices have been created for visits this month.

How often does the data refresh?

Data loads fresh each time you navigate to the dashboard page. There is no live polling, so refresh your browser to see the latest numbers.

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