📝 Overview
The System-Level Dashboard provides a centralized location for managing configurations, services, inventory, reporting, and user access across all your clinic locations. This guide explains how to navigate and utilize key features effectively.
🚀 Key Features
⚙️ System Configurations
From the dashboard, you can manage:
System Configuration
Users
Appointment Settings
Payment Types
Task List Templates
Patient Subjective Settings
Tags
Organization Info
Inventory
SOAP Macros
Email Templates
Triggers
Fee Schedules
Transaction Presets
Add ICD DX Code
Services
Referral Sources
Care Plan Templates
Patient Alert Templates
Acknowledgements
📈 Metrics Dashboard
Provides an overview of performance metrics across all locations.
Metrics visibility can be toggled on or off under system configuration settings.
If turned off, access them under Reporting > Metrics Dashboard.
📑 Reporting
All Reports: View and generate reports for any individual location
Simple Reporting: Easily review practice statistics and marketing analysis for each location
🔍 Patient Search
Quickly search for any patient across multiple locations directly from the system-level dashboard.
📊 Lead Tracking
View overall lead performance across your organization
Track how many leads are at each stage of the conversion process
📋 Leads Dashboard
Customize and track leads from initial contact through scheduling
Helps visualize the lead conversion process
🏢 Editing and Accessing Locations
Edit location details directly from the system-level dashboard
Log into any location from the dashboard (permissions required)
🧩 Dashboard Customization
Card vs. List View: Toggle your dashboard layout
Sorting Options: Sort locations by
Name
Short name
State
Additional information
Customize sorting by ascending or descending order
📬 Notifications and Requests
Pending Service Requests: Approve or deny service and inventory requests from individual locations
Global Messaging: Send internal messages to any or all users in your organization
(Note: Do not use for support; use support chat instead)
✅ Key Takeaways
Centralize clinic operations across all locations
Customize dashboard layout and sort preferences
Monitor metrics and reporting tools by location
Manage leads and internal messaging efficiently
Access support quickly from within the dashboard
📌 Conclusion
This article aims to help you efficiently utilize the ChiroHD System-Level Dashboard for seamless management across your entire organization. With robust tools for configuration, reporting, and communication, the dashboard empowers you to oversee all aspects of your practice in one convenient place.