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Client Dashboard at a Glance

The home page of your client dashboard has your client demographic information, basic medical information, and home environment, and scheduling details. 

Please see below for the reference image and table.  

  • 1: The top section includes the Client’s name, their current status as well as the date their status was last updated. When the client’s name is white, that indicates communication is allowed. When the client’s name is red, that indicates contact with the client is not permitted. 
  • 2: The IVR ID is a system generated ID # utilized for telephony. This ID cannot be changed. The symbols below indicated gender if applicable, and if there are dogs, cats, or smoking in the home. Green = Yes, Red = No 
  • 3: Under Summary is contact information, as well as additional information entered under Summary when the client profile is edited. 
  • 4: Client’s preferred hospital is displayed here when chosen under Edit Profile. Risk level and other basic demographic information is displayed here, when the client profile was created, their last visit date, and their admission date. 
  • 5: This is the Primary address shown and the default address used when scheduling.  The office this client belongs to is listed here, also known as the Home Office.