The Clinic Dashboard is the primary landing page for all users in KiviCare EHR. It provides an at-a-glance overview of daily clinic operations and performance by consolidating key metrics, schedules, and financial data into a single, interactive interface.
This dashboard helps staff members make informed decisions quickly and manage clinic activities efficiently.
1. Dashboard Interface
The Clinic Dashboard is dynamic and role-based, meaning the displayed data automatically adjusts according to the user’s role — Administrator, Clinic Admin, Doctor, Receptionist, or Patient.
Description: Full-screen view of the Clinic Dashboard as seen by a Clinic Admin, highlighting the Stats Cards, Upcoming Appointments list, and Payment History table.
A. Insights Panel (Stats Cards)
The insights panel at the top displays key performance indicators for quick review:
Total Appointments: Total number of scheduled visits
Total Patients: Number of unique patients in the system
Today’s Appointments: Appointments scheduled for the current day
Total Doctors: Number of active doctors
Active Services: Total medical services offered
Total Revenue: Gross clinic earnings (visible to authorized roles only)
B. Lists & Analytics
Below the stats cards, the dashboard displays detailed widgets for deeper insights:
Upcoming Appointments: Displays the next scheduled visits with patient name, doctor, and time
Top Doctors: Shows doctors with the highest appointment volume
Payment History: Lists recent transactions along with payment status
Patient Age Distribution: Visual chart representing patient demographics
C. Appointment Calendar
The interactive calendar provides a visual overview of appointments:
View appointments by day, week, or month
Click any appointment to view detailed information
2. Using the Dashboard
key features
Date Filter: Use the date range selector in the top-right corner to analyze data for a specific period (for example, Last 30 Days). All stats and charts update instantly.
Quick Actions: Select items such as Upcoming Appointments to jump directly to the detailed appointment or patient management screen.
3. Role-Based Visibility
The Clinic Dashboard automatically adjusts visibility based on the user’s role to ensure data security and relevance.
Administrator / Clinic Admin:
Access: Full visibility of all statistics, revenue data, payment history, and operational widgets
Doctor:
Access: Personal appointment statistics, individual schedule, and patient lists
Restriction: Revenue visibility is usually limited to personal earnings
Receptionist:
Access: Operational data such as appointments, patients, doctors, and the full appointment calendar
Restriction: Total revenue is hidden unless explicitly permitted
Patient:
Access: Restricted view of the Appointment Calendar to see only their scheduled visits
