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Front Office Dashboard Essentials - Ortho

Namitha Elizabeth Smart
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The Front Office Dashboard in CareStack provides users with quick access to scheduled appointments and actionable insights related to day-to-day operations. It features tabs that display various stages of appointments, allowing users to take quick actions. The dashboard also offers analytics data, including the practice's production goals, patient collection, and a counter for patient visits specific to each location.

The dashboard is segmented into different utility features such as Daily, Performance, Planner, and Huddle tabs. These help offices analytically deduce their performance and production goals with up-to-date, real-time statuses. A unique Production Goals section is also included to help practices proactively set and meet their daily and monthly goals.

Let's delve deep into each of the items in the front office dashboard.

Topics Covered

Access the Dashboard

When a user logs into CareStack, the front office dashboard will open by default. When you are on any other pages, you can navigate to the dashboard by the following paths.

  • Click on the CareStack logo on the top left.

OR

  • Navigate to the System Menu > select Dashboard under Scheduling.

Top Panel

  • Location: Select the intended location to view the appointments and analytics data of that location. Your location will be selected by default when you log into CareStack.
  • Date: Select the required date in the calendar to view the appointments and analytics data of that date. The current date will be selected by default.
    • Click Today to select the current date if you have selected any other date. You can also use the back-and-forth arrows to cycle through dates.
  • HIPAA View: Check this box to see all dashboard data in compliance with HIPAA. The confidential information of patients like mobile number Appointment Notes, etc. will be masked.
    • If unchecked, users will be able to see all the confidential information.
  • Refresh: Click this button to refresh the dashboard data.
    • The system is automatically set to refresh every 15 minutes.
  • Print Appt. List: Click this button to print the appointment list with the tab selected currently.

Appointments Section

You can cycle through the following tabs to view different types of appointments (based on their status) on your location. The number of appointments for each tab is mentioned on the tab itself. 

All Appts. The entire set of all appointments in CareStack for all providers.
Confirmed Appointments that the patients have confirmed.
Unconfirmed Appointments for the patients who have not been confirmed yet.
Checked Out When appointments are completed; their statuses are marked as checked out.
New Patients New patients who are scheduled for an appointment. Use this filter to see patients who have pending forms, medical history, or for whom data is missing.

Tip: You can configure the different appointment status group tabs per the practice's requirement. To know more, check out the article 'Configure Scheduler General Settings'.

  • For Ortho + General Practices (GP), the Appointment Type drop-down allows filtering by All Appointments, Ortho Appointments, or General Appointments.
  • On the top right, there is the Provider drop-down button. Click this to select a different provider of the default location and access their appointment data. To view appointments of all providers, select the All Providers option.
  • Time: You can view the appointment time of all appointments. 
    • Click on the Time to open the appointment slide-out where you can make changes to the appointment.
  • Patient: You can view the names of patients whose appointments are scheduled for the day.
    •  Click on the Patient name to open the patient overview where you can see the patient's records.
  • Status: You can change the status of an appointment by selecting from the Status drop-down menu. As you change the status, the appointment is moved to the corresponding tabs.
  • Early/Late: Indicates whether the patient is early or late for the appointment. This helps staff quickly identify early or late arrivals and adjust the schedule accordingly.
  • You can view more information or actions needed on the appointment under the Additional Info section.
    • If an action is pending, it will be marked in red. Click the pending action to open the intended page to rectify it.
      • For example, if you click on No Insurance, it will open the Insurance page where you can add the insurance for the patient.
    • Users can view the Mobile Number, Appointment Notes if the HIPAA view is disabled.
  • Production Type Split:
    • Click on Production Type Split on the right to sort the appointments based on production type.
    • Select the desired production type(s)
    • Click Apply.

  • You can view the appointments sorted by production type in the grid.

Practices can use this comprehensive guide to learn about the different features of the front office dashboard, a vital tool for daily practice operations.

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