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)