Dashboard
The Dashboard is your daily command center. It is designed to give you a 360-degree view of your workday at a glance, allowing you to manage patient flow without leaving the main screen.
Daily overview indicators
At the top of your dashboard, you will find three high-level indicators:
Hoy (Today)
Total number of appointments scheduled for the current day
Proximos (Next 7 Days)
Your upcoming workload for the week
Proximo Turno (Next Appointment)
A countdown/reminder of exactly when your next patient is due
Real-time notifications
In the top right corner, you will see a bell icon. This is the direct communication bridge between you and the administrative staff.
Purpose: Staff can send you specific updates or extra notes regarding a patient (for example: "Patient is running 5 minutes late" or "Requested a specific form").
Action: Check this regularly throughout the day. A "Nueva" (New) badge will appear when there is unread information.
Check the bell icon regularly throughout the day. A "Nueva" (New) badge will appear when there is unread information from staff.
Managing today's appointments
The central section of the Dashboard shows all patients scheduled for today.
Visual status cues
Appointments are color-coded by status for quick scanning:
Green -- Confirmed or active appointments
Yellow -- New or pending patients
Each entry displays the scheduled time, patient name, and the reason for visit (for example, Control/Seguimiento), so you can assess context at a glance.
The appointment modal
Clicking on any appointment opens a detailed modal. One of the most powerful features is the "Ver Documentos" button, which lets you view attached documents directly within the platform.
When you use "Ver Documentos," files are displayed directly within the platform. You do not need to download sensitive patient data onto your personal phone or computer. This keeps you compliant with data privacy standards and saves device storage.
Advanced patient profile
For a comprehensive view of a patient's relationship with your practice, click "View Patient Profile." This section contains:
Direct contact
A one-click "Enviar mensaje de WhatsApp" button opens a chat directly with the patient's registered number for quick coordination.
Booking history
The "Historial de turnos" section shows a timeline of past interactions, including confirmed visits and no-shows. This helps you identify patient patterns.
Internal notes
A dedicated space for clinical or administrative observations about the patient.
Persistence: Unlike appointment-specific notes, profile notes stay with the patient forever. They are not tied to a single visit.
Collaboration: Both you and staff can add notes here, ensuring everyone is on the same page regarding patient needs or special requirements.
Centralized documents
Access the full library of documents uploaded by this patient across all their previous appointments.
Última actualización