The KiviCare EHR Dashboard serves as the central control panel for managing daily clinical operations. It provides a real-time overview of key activities, system status, and quick access to frequently used features.
The dashboard layout and displayed information vary based on the user role, ensuring each user sees only the data relevant to their responsibilities.
Purpose of the Dashboard
The dashboard is designed to help users:
- Monitor daily clinic activities at a glance
- Quickly access core system modules
- Track appointments, patients, and system alerts
- Improve operational efficiency with minimal navigation
It acts as the primary starting point after logging into KiviCare EHR.
Dashboard Layout
The dashboard is divided into two main areas:
- Side Navigation Menu – Provides access to all major modules
- Main Dashboard Area – Displays insights, summaries, and quick actions
Each menu item represents a specific functional area within KiviCare EHR, allowing users to navigate efficiently.
Appointments
The Appointments section manages all scheduling-related activities.
From this section, you can:
- View upcoming and past appointments
- Track appointment status
- Manage booking timelines
- Monitor daily schedules
This module forms the backbone of patient scheduling and appointment management.
Encounters
The Encounters section is used to manage patient consultations and visit records.
It allows you to:
- View consultation history
- Record clinical encounters
- Maintain structured visit documentation
This ensures all medical interactions are accurately recorded and easily accessible.
Users
The Users section manages everyone who interacts with the system.
Patients
Used to:
- View and manage patient profiles
- Access medical history and records
- Track patient activity
Doctors
Used to:
- Manage doctor profiles
- Assign clinic associations
- Monitor doctor availability
Receptionist
Used to:
- Manage front-desk staff
- Coordinate appointments
- Support patient scheduling operations
Clinic
The Clinic section handles clinic-level configuration and operational settings.
Clinic
Used to:
- Configure clinic details
- Manage multiple clinics (if enabled)
- Control clinic-specific settings
Services
Used to:
- Create and manage medical services
- Define service pricing and duration
- Control service booking availability
Doctor Sessions
Used to:
- Define doctor availability
- Configure session timings
- Control appointment booking slots
Financial
The Financial section manages billing and monetary operations.
Taxes
Used to:
- Configure tax rules
- Apply tax rates to services
- Maintain compliance with billing regulations
Billing Records
Used to:
- View invoices and payments
- Track billing history
- Monitor transaction records
Financial
The Financial section manages billing and monetary operations.
Taxes
Used to:
- Configure tax rules
- Apply tax rates to services
- Maintain compliance with billing regulations
Billing Records
Used to:
- View invoices and payments
- Track billing history
- Monitor transaction records
Reports
Used to:
- Generate financial summaries
- Analyze revenue data
- Export billing information
Settings
The Settings section controls system-wide configurations.
From here, administrators can:
- Manage general system settings
- Configure email and notification preferences
- Adjust system defaults and behavior
Changes made in this section affect the overall functionality of the EHR system.
Support
The Support section provides access to assistance and enhancement options.
Get Help
Used to:
- Access documentation
- Contact support
- Troubleshoot common issues
Get Pro
Used to:
- Upgrade to premium features
- Unlock advanced modules
Request Features
Used to:
- Submit feature requests
- Share product improvement ideas
Best Practices for Using the Dashboard
- Review dashboard insights daily
- Use side menu categories for focused workflows
- Configure clinics and services early
- Monitor billing records and reports regularly
