How to Activate and Navigate the Doctor Dashboard [EN]

How to Activate and Navigate the Doctor Dashboard [EN]

Doctor Dashboard is a new feature designed to help doctors monitor their daily, weekly, and monthly workloads.
Through an interactive calendar view, doctors can easily see:

  • The list of patients to be handled in each service

  • The examination status of each patient

  • The ongoing service schedules

This feature provides a comprehensive overview of patients with statuses such as waiting, under examination, completed, or canceled, supporting doctors in managing their workflow more efficiently.


Notes
Feature Navigation

1. Access from Home Page


  • From the Home Page, a thumbnail labeled “Doctor’s Dashboard” will appear.

  • Click Doctor’s Dashboard to open the main dashboard view.

2. Main Dashboard View

The main Doctor Dashboard layout resembles the standard Dashboard module, but includes several specific elements as described below:

🔹 Time Filter

Located at the top of the screen, these buttons allow users to adjust the data period:

  • Today – Displays data and schedules for the current day.

  • Weekly – Displays schedules for the current week.

  • Monthly – Displays schedules for the current month.

🔹 Summary Cards (Top Section)

Displays patient statistics based on the selected period:


  • Awaiting Patients: Number of patients with status Waiting, Waiting List, or Scheduled.

  • Patients Examined: Number of patients with status In Examination, Finished Examination, or Closed.

  • Canceled Examination: Number of patients with status Canceled.

  • Earnings: Displays total earnings within the selected period.

🔹 Doctor’s Schedule Calendar

  • By default, the dashboard opens in Daily View (Today).

  • Each row represents a specific service.

  • Each block represents the doctor’s schedule for that service.

  • If there are multiple schedules on the same day, they are shown as separate blocks.

  • The Service Name is clickable and opens the CRUD List filtered by the selected service and date.

🔹 Schedule Information

Each schedule displays:


  • Patient names registered under the assigned service.

  • Filter options to view specific services.

  • The schedule shows Patient Name, Service Name, Date, and Registration Status.

  • Click the Examine button to open the patient’s examination screen.

🔹 Patient List Popup

When a schedule is clicked, a popup will appear displaying patient details, including:

  • Patient ID and Patient Name (both clickable to open the examination screen).

  • Status indicators:

    • 🟦 BlueIn Examination

    • 🟧 OrangeWaiting / Waiting List / Scheduled

  • Hovering over the indicator displays a tooltip with the examination status.

  • Click outside the popup to close it.

  • Click the Examine button to open the patient’s examination screen.

🔹 Calendar Navigation

Use the ⬅️ / ➡️ buttons to navigate to the previous or next day.
The calendar icon in the top-right corner is also available to return to the calendar view from any screen.



Notes
Feature Access Configuration

To allow users to access the Doctor Dashboard, the administrator needs to configure settings in User Configuration.

1. Add Menu in Role Configuration

Go to:

Account Configuration → Role

Add or check the following menu item:


Doctor Dashboard (CARD)

This configuration allows the administrator to manage which users have access to the Doctor Dashboard.

⚠️ Users without this menu assigned in their role will not be able to access the Doctor Dashboard.

2. Set Doctor Dashboard as Default Landing Page

Go to:

Staff & User Details Configuration → User Role Details


In the Default Landing Page section, select:

Doctor’s Dashboard

With this configuration, users with the doctor role will be directed to the Doctor Dashboard immediately after logging in.


Info
Additional Notes

  • The Doctor Dashboard layout and components use the same template structure as the existing Dashboard modules to ensure interface consistency.

  • If the Doctor Dashboard menu does not appear after a system update, please verify that the role configuration has been updated according to the instructions above.

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