Help CenterGetting StartedNavigate the Dashboard
Getting Started

Navigate the Dashboard

Understand the layout, sidebar, and key sections of your dashboard.

2 min read 4 steps
1

Dashboard Overview

When you log in, you land on the Dashboard. This shows a summary of your clinic's activity: recent consultations, patient count, scribe usage, and quick-action buttons.

Dashboard Overview
2

Sidebar Navigation

The left sidebar is your main navigation. It includes: Scribe (AI recording), Patients, Appointments, Billing, Reports, Templates, and Settings. Some items may be locked based on your plan — click them to see upgrade options.

Sidebar Navigation
3

Quick Actions

The dashboard provides quick-action cards for common tasks: start a new consultation, add a patient, or view recent reports.

Quick Actions
4

Mobile Navigation

On mobile devices, tap the menu icon (hamburger) in the top-left to open the sidebar. All features work on mobile for on-the-go access.

You can add the app to your phone's home screen for quick access — it works like a native app.

Mobile Navigation

Was this article helpful?