What does the dashboard overview show?

Your main dashboard shows a complete practice snapshot:

  • Total patients, forms, and appointments with 30-day trends
  • Upcoming appointments (next 3) with date/time, status, and patient name
  • Recent form submissions (last 3) with form name, patient, and timestamp
  • For new organizations - a getting-started checklist (create a form, add a patient, set up availability, invite your team)

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