A provider account is usually set up with the provider first viewing their dashboard of work. The Provider Dashboard displays Provider Tasks, In-Progress Notes, Open Notes by Visit Type, Refill Requests, Appointments, Supervisor Notes, Lab Results, Note Status summaries, and Avg Encounter Time statistics.

Tasks can be accessed by clicking the Tasks button. Notes and patient encounters can be opened by clicking the patient’s name in the notes or appointment lists. Appointments, notes, refills, and lab results can be filtered by date, status, provider, and other workflow options. The dashboard also supports customizable grids and provider selection for coverage or appointment transfer workflows.