{"id":16,"date":"2025-12-18T09:06:44","date_gmt":"2025-12-18T09:06:44","guid":{"rendered":"http:\/\/192.168.1.159\/wp_plugins\/dev\/kivicare-revamp\/2025\/12\/18\/clinic-dashboard-widgets\/"},"modified":"2026-02-05T05:28:13","modified_gmt":"2026-02-05T05:28:13","slug":"clinic-dashboard","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-lite\/documentation\/features\/clinic-dashboard\/","title":{"rendered":"Clinic Dashboard"},"content":{"rendered":"
\n

Overview<\/h2>\n\n\n\n

The Clinic Dashboard<\/strong> is the primary landing page for all users in KiviCare EHR<\/strong>. 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.<\/p>\n\n\n\n

This dashboard helps staff members make informed decisions quickly and manage clinic activities efficiently.<\/p>\n\n\n\n

\n\n\n\n

1. Dashboard Interface<\/strong><\/h2>\n\n\n\n

The Clinic Dashboard is dynamic and role-based<\/strong>, meaning the displayed data automatically adjusts according to the user\u2019s role \u2014 Administrator, Clinic Admin, Doctor, Receptionist, or Patient<\/strong>.<\/p>\n\n\n\n

\n
\"\"<\/figure>\n\n\n\n

Description:<\/em> Full-screen view of the Clinic Dashboard as seen by a Clinic Admin<\/strong>, highlighting the Stats Cards<\/strong>, Upcoming Appointments<\/strong> list, and Payment History<\/strong> table.<\/em><\/p>\n\n\n\n

\n<\/blockquote>\n\n\n\n

A. Insights Panel (Stats Cards)<\/strong><\/h3>\n\n\n\n

The insights panel at the top displays key performance indicators for quick review:<\/p>\n\n\n\n

    \n
  • Total Appointments:<\/strong> Total number of scheduled visits<\/li>\n\n\n\n
  • Total Patients:<\/strong> Number of unique patients in the system<\/li>\n\n\n\n
  • Today\u2019s Appointments:<\/strong> Appointments scheduled for the current day<\/li>\n\n\n\n
  • Total Doctors:<\/strong> Number of active doctors<\/li>\n\n\n\n
  • Active Services:<\/strong> Total medical services offered<\/li>\n\n\n\n
  • Total Revenue:<\/strong> Gross clinic earnings (visible to authorized roles only)<\/li>\n<\/ul>\n\n\n\n
    \n\n\n\n

    B. Lists & Analytics<\/strong><\/h3>\n\n\n\n

    Below the stats cards, the dashboard displays detailed widgets for deeper insights:<\/p>\n\n\n\n

      \n
    • Upcoming Appointments:<\/strong> Displays the next scheduled visits with patient name, doctor, and time<\/li>\n\n\n\n
    • Top Doctors:<\/strong> Shows doctors with the highest appointment volume<\/li>\n\n\n\n
    • Payment History:<\/strong> Lists recent transactions along with payment status<\/li>\n\n\n\n
    • Patient Age Distribution:<\/strong> Visual chart representing patient demographics<\/li>\n<\/ul>\n\n\n\n
      \n\n\n\n

      C. Appointment Calendar<\/strong><\/h3>\n\n\n\n

      The interactive calendar provides a visual overview of appointments:<\/p>\n\n\n\n

        \n
      • View appointments by day, week, or month<\/strong><\/li>\n\n\n\n
      • Click any appointment to view detailed information<\/li>\n<\/ul>\n\n\n\n
        \n\n\n\n

        2. Using the Dashboard<\/strong><\/h2>\n\n\n\n

        key features<\/h3>\n\n\n\n
          \n
        • Date Filter:<\/strong> Use the date range selector in the top-right corner to analyze data for a specific period (for example, Last 30 Days<\/em>). All stats and charts update instantly.<\/li>\n\n\n\n
        • Quick Actions:<\/strong> Select items such as Upcoming Appointments<\/strong> to jump directly to the detailed appointment or patient management screen.<\/li>\n<\/ul>\n\n\n\n
          \n\n\n\n

          3. Role-Based Visibility<\/strong><\/h2>\n\n\n\n

          The Clinic Dashboard automatically adjusts visibility based on the user\u2019s role to ensure data security and relevance.<\/p>\n\n\n\n

            \n
          • Administrator \/ Clinic Admin<\/strong>:\n
              \n
            • Access<\/strong>: Full visibility of all statistics, revenue data, payment history, and operational widgets<\/li>\n<\/ul>\n<\/li>\n\n\n\n
            • Doctor<\/strong>:\n
                \n
              • Access:<\/strong> Personal appointment statistics, individual schedule, and patient lists<\/li>\n\n\n\n
              • Restriction:<\/strong> Revenue visibility is usually limited to personal earnings<\/li>\n<\/ul>\n<\/li>\n\n\n\n
              • Receptionist<\/strong>:\n
                  \n
                • Access:<\/strong> Operational data such as appointments, patients, doctors, and the full appointment calendar<\/li>\n\n\n\n
                • Restriction:<\/strong> Total revenue is hidden unless explicitly permitted<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                • Patient<\/strong>:\n
                    \n
                  • Access:<\/strong> Restricted view of the Appointment Calendar<\/strong> to see only their scheduled visits<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"

                    Complete guide to Clinic Dashboard & Widgets in KiviCare Lite. Learn how to effectively use this feature with step-by-step instructions and best practices.<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[],"class_list":["post-16","post","type-post","status-publish","format-standard","hentry","category-features"],"featured_image_src":null,"author_info":{"display_name":"wordpressadminiq","author_link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/author\/wordpressadminiq\/"},"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/16","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/comments?post=16"}],"version-history":[{"count":5,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/16\/revisions"}],"predecessor-version":[{"id":2505,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/16\/revisions\/2505"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/media?parent=16"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/categories?post=16"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/tags?post=16"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}