Dashboard
VEHRDICT Dashboard
VEHRDICT is a user-friendly...
Dashboard
The Dashboard in VEHRDICT is the central hub...
Overview
The dashboard provides a centralized view of key activities and patient-related information within the system. It allows users to quickly monitor appointments, pending orders, patient messages, open tasks, and recent encounters. This helps improve workflow efficiency by giving real-time insights into daily operations. Users can easily track ongoing activities, prioritize tasks, and ensure timely patient care through this interactive dashboard.
The dashboard displays key metrics such as:
- Today's Patients
- Unsigned Encounters
- Pending Orders
- Patient Messages
- Open Tasks
- 2.5 Quick Actions
The Quick Actions section allows users to quickly access commonly used features: - Find Patient - Schedule - Messages - New Task - New Note - Encounters
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- 2.6 Patient Messages
Displays messages sent by patients. If there are no messages, the system will show:
- "Your inbox is clear!"**
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- 2.7 My Notes
Displays personal notes created by the user for quick reference and documentation.
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- 2.8 Clinic Information
Provides details about the clinic:
- Brighton Clinic**
123 Main Street Allentown, PA
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- 2.9 Dashboard Widgets Explained
The dashboard includes several widgets that provide real-time insights:
- **Today's Patients** – Displays the number of patients scheduled for today - **Unsigned Encounters** – Shows encounters that require review and signature - **Pending Orders** – Lists orders that are not yet completed - **Patient Messages** – Displays unread messages from patients - **Open Tasks** – Shows tasks that are still pending
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- 2.10 How to Use the Dashboard
Follow these steps to use the dashboard effectively:
1. Click **Find Patient** to search for patient records 2. Use **Schedule** to create new appointments 3. Select **Messages** to communicate with patients 4. Click **New Task** to assign tasks 5. Use **New Note** to document patient information
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- 2.11 Customization
The dashboard content may vary depending on:
- User role (Doctor, Admin, Staff) - Assigned patients - Active tasks and appointments
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- 2.12 Tips for Efficient Use
- Regularly check unsigned encounters to avoid delays - Use Quick Actions to save time - Keep tasks updated for better workflow management - Monitor patient messages to ensure timely responses
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- 2.13 Troubleshooting
If the dashboard is not displaying expected data:
- Ensure you are logged in properly - Check if patients or appointments have been added - Refresh the page - Contact the system administrator if the issue persists
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- 2.14 Example Dashboard Scenario
Below is an example of a populated dashboard:
- Today's Patients: 5 - Unsigned Encounters: 2 - Pending Orders: 1 - Patient Messages: 3 - Open Tasks: 4
This example helps users understand how the dashboard reflects real-time activity.
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- 2.15 Why Dashboard May Show No Data
If the dashboard displays zero values, possible reasons include:
- No appointments have been scheduled - No tasks or notes have been created - User permissions may restrict data creation
Ensure proper configuration and user access to fully utilize dashboard features.
Today's Schedule
Displays all scheduled appointments for the day.
Recent Encounters
Shows recent patient activity including:
- Date
- Patient
- Reason for Visit
My Tasks
Displays assigned tasks. If none: "No tasks assigned to you. You're all caught up!"
Quick Actions
- Find Patient
- Schedule
- Messages
- New Task
- New Note
- Encounters
Patient Messages
Displays patient messages. If none: "Your inbox is clear!"
My Notes
Displays user notes.
Clinic Information
Brighton Clinic 123 Main Street Allentown, PA
Dashboard Widgets Explained
The dashboard is composed of multiple widgets that provide real-time insights:
- Today's Patients – Displays the number of patients scheduled for today.
- Unsigned Encounters – Shows encounters that require review and signature.
- Pending Orders – Lists any orders that are yet to be completed.
- Patient Messages – Displays unread messages from patients.
- Open Tasks – Indicates tasks that are still pending.
How to Use the Dashboard
Users can interact with the dashboard to quickly access key features:
- Click on "Find Patient" to search for patient records.
- Use "Schedule" to create new appointments.
- Select "Messages" to communicate with patients.
- Click "New Task" to assign tasks.
- Use "New Note" to document patient information.
Customization
The dashboard content may vary depending on:
- User role (Doctor, Admin, Staff)
- Assigned patients
- Active tasks and appointments
Tips for Efficient Use
- Regularly check unsigned encounters to avoid delays.
- Use Quick Actions to save time.
- Keep tasks updated for better workflow management.
- Monitor patient messages to ensure timely responses.
Troubleshooting
If the dashboard is not displaying expected data:
- Ensure you are logged in properly.
- Check if patients or appointments have been added.
- Refresh the page.
- Contact system administrator if the issue persists.
Example Dashboard Scenario
Below is an example of how a populated dashboard may appear:
- Today's Patients: 5
- Unsigned Encounters: 2
- Pending Orders: 1
- Patient Messages: 3
- Open Tasks: 4
This example helps users understand how the dashboard reflects real-time activity once the system is actively used.
Why Dashboard May Show No Data
If the dashboard displays zero values:
- No appointments have been scheduled
- No tasks or notes have been created
- User permissions may restrict data creation
Ensure proper configuration and user access to fully utilize dashboard features.
- 🧑⚕️ Add Patient – Contact Information
The **Contact** section is used to enter essential patient identity and contact details. Fields marked with (*) are required.
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- 📌 Personal Information
- **Title**
Enter the patient’s title (e.g., Mr., Mrs., Dr.)
- **First Name***
Enter the patient’s first name
- **Last Name***
Enter the patient’s last name
- **Middle Name**
(Optional) Enter middle name
- **Nickname**
(Optional) Enter preferred name or nickname
- **Date of Birth (DOB)***
Select date in `MM/DD/YYYY` format
- **Birth Sex***
Select from dropdown (Male, Female, Other)
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- 📞 Contact Details
- **Email***
Enter a valid email address
- **Primary Phone***
Enter patient’s main contact number
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- 📍 Address Information
- **Street***
Enter full street address
- **City***
Enter city name
- **State***
Enter state
- **Postal Code***
Enter ZIP/postal code
- **Country Code**
Enter country dialing code (e.g., +1 for USA)
- **County**
(Optional) Enter county name
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- 🪪 Identification
- **Driver's License**
Enter driver’s license number
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- 💊 Pharmacy
- **Pharmacy**
Select a pharmacy from dropdown - Click **ADD** to create a new pharmacy - Click **EDIT** to modify existing pharmacy
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- ⚠️ Additional Information
- **Deceased Date**
Enter only if the patient is deceased
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- 📝 Notes
- Ensure all required fields (*) are completed before saving - Double-check contact details for accuracy - Use valid formats for email and phone number
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- 🖼️ Example Layout
- How to Schedule a Patient
The scheduling feature allows healthcare providers to efficiently manage patient appointments and ensure proper time allocation for consultations, follow-ups, and procedures.
- Steps to Schedule a Patient
1. **Navigate to the Schedule Page**
- From the left sidebar, click on **Schedule** or **Calendar**.
2. **Create a New Appointment**
- Click on the **Add Appointment** or **+ New** button.
3. **Enter Patient Details**
- Select an existing patient from the list - Or add a new patient if not already registered
4. **Set Appointment Information**
- **Date:** Choose the appointment date - **Time:** Select the appropriate time slot - **Type:** (e.g., Office Visit, Follow-up, Telemedicine) - **Status:** Set as *Scheduled* - **Room:** Assign a room if applicable
5. **Add Notes (Optional)**
- Include any relevant patient notes or instructions for the visit
6. **Save the Appointment**
- Click **Save** to confirm the booking
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- Viewing Scheduled Patients
- Scheduled patients will appear in:
- **Today's Schedule** - **Upcoming Appointments (Next 7 Days)** - **Calendar View**
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- Tips for Effective Scheduling
- Avoid overlapping appointments - Add clear notes for better patient management - Regularly update appointment status (Completed, Pending, Cancelled) - Ensure all required fields are filled before saving
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- Example Appointment Entry
| Time | Patient Name | Type | Status | Room | |------------|-----------------|----------------|------------|------| | 10:30 AM | Alice Thompson | Office Visit | Scheduled | 102 |
- 📅 Encounters
- 1 Encounter recorded
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- ➕ Add New
Use **"Add New"** to create a new encounter or record.
Put here patients informations:
How to add insurance? Go to insurance area
1. General info
2. Subscriber
3. Employer
1.1 General info:
1.2 Subscriber
1.3 Employer
How to add Documents? Go to the documents are and record patients dictations and upload file.
Pending Orders: Go to the order menu and put patients informations:
How to make tickets?
1. Go to the "My Task"
2. Add new task.
3. Put patients informations.
How to add Madications?
1. Open Patinets list
2. Open "New prescription"
3. Put some informations
Example:
🩺 How to Open Vitals Section
✅ Method 1 (From Patient Profile)
Go to Patients List
Select any patient
Open the patient’s Profile / Chart
Look for Vitals or Clinical / Medical Records tab
Click on Vitals
Click Add New or + Add Vitals
✅ Method 2 (From Encounter)
Go to Encounters
Open an existing encounter OR create a new one
Inside the encounter page, find Vitals section
Click Add Vitals
✅ Method 3 (Quick Action – if available)
Go to Dashboard
Use Quick Actions
Click New Note / Encounter
Add vitals inside that record
📌 After Opening Vitals
You will see fields like:
Blood Pressure (Systolic/Diastolic)
Weight & Height
Temperature
Pulse & Respiration
BMI
Oxygen Saturation
👉 Fill the values → Click Save
💳 How to Set Medical Billing in Payment Section
✅ Step 1: Create/Verify Encounter
Go to Encounters
Open or create a patient encounter
Make sure services/procedures are added (CPT/charges)
👉 Payment depends on this encounter
🧾 Step 2: Generate Charges / Claim
Go to Billing / Claims
Create a claim for that encounter
Add:
Procedure codes (CPT)
Diagnosis codes (ICD)
Charges amount
💰 Step 3: Open Payment Section
Go to Billing → Payments
Click Add Payment
You will see the form like your screenshot
🧩 Step 4: Fill Payment Fields
🔹 Basic Info
PID: Patient ID (auto or manual)
Encounter: Link the encounter (very important)
Session ID: Visit/session reference
🔹 Payer Type
Choose one:
Insurance → if insurance is paying
Patient → if self-pay
Other → adjustments
🔹 Payment Amounts
Pay Amount: Amount received (e.g., $100)
Allowed Amount: Insurance-approved amount (e.g., $80)
👉 Difference = adjustment/write-off
🔹 Codes (Important for billing)
Account Code: Internal billing account (e.g., revenue code)
Reason Code: Adjustment reason (common examples):
PR-1 → Patient responsibility
CO-45 → Contractual obligation
CO-16 → Missing info
🔹 Memo
Add note like:
“Insurance partial payment”
“Copay received”
🔹 Post Time
Date & time when payment is recorded
✅ Step 5: Save Payment
Click Save → Payment will be applied to the encounter/claim
🔄 Example Workflow (Simple)
Add Patient
Create Encounter
Add CPT/ICD codes
Generate Claim
Add Payment (your form)
📊 How to Create a Billing Report
✅ Step 1: Open Billing Reports
Go to Billing menu
Click on Reports or Billing Reports
You’ll see the form like your screenshot
🧾 Step 2: Select Patient (Optional)
Click ADD next to Patient
Choose a specific patient (e.g., Olivia Scott)
👉 Leave blank if you want a report for all patients
💳 Step 3: Enter Payment Filter
Enter amount (e.g., $100, $250)
👉 Optional — use this to filter specific payment values
📌 Step 4: Choose Status
Select one:
Paid → completed payments
Pending → not yet paid
Partial → partially paid
Denied → rejected claims
📅 Step 5: Set Date Range
Begin Date: Start date
End Date: End date
👉 Example:
03/10/2026 → 04/09/2026
📄 Step 6: Select Display Type
List → detailed records
Summary → grouped totals
🚀 Step 7: Generate Report
Click Create Report
System will generate:
Payment records
Patient details
Status & totals
🔄 Example Workflow
Billing → Reports
Select patient
Set status = Paid
Choose date range
Click Create Report
