Dashboard Setup

Customizing your Dashboard with Dashboard Cards

Your OutSmart Dashboard can be customized to suit your specific requirements by selecting and configuring Dashboard Cards. A Dashboard Card is like a widget that you can add to your Dashboard. It may have customizable settings which allow it to display a variety of information, and all Dashboard Cards can be scaled in both height and width, so that you can choose an optimal dashboard configuration for your clinic.

Dashboard preferences are saved by user, so every practitioner and every admin staff can choose to personalize their own dashboard.

Adding A Dashboard Card

You can access Dashboard Cards by clicking on the Cards item in the Dashboard Header Menu.

There are a variety of dashboard cards available for you to pick from to add to your dashboard

To add a new dashboard card, click on the Dashboard Menu button in the top toolbar of the Dashboard. This will open the Dashboard Cards menu. Click on any menu item to add that card to your Dashboard.

Customizing The Size Of A Dashboard Card

You can resize a dashboard card by clicking and dragging from the resizing handles located at the bottom left and bottom right of each dashboard card.

Every card may have different configuration settings that can be used to customize the data presented by the card. Those settings will be described in help files for those individual cards. But in all cases, you can access card settings by clicking on the gear icon at the top right of the card.

The size of a card can be modified by putting your cursor at the bottom left or right of a card. When the drag handles show, you can click and drag to resize the dashboard card.

Re-Positioning Your Dashboard Cards

You can reposition the dashboard card by clicking and dragging from the header of the card to any other location on the dashboard.

Changing the order of your cards can be done by dragging the card by its header at the top of the card. You can drag the card around the screen and re-position it as desired. Once re-positioned, all other cards will re-flow to take up any empty space available on the dashboard. Re-positioning and changing the size of the cards will allow you to pack your cards on your dashboard in any way you want.

Removing a Dashboard Card

You can remove a card by clicking on the three dots at the top right and selecting Remove Card from the menu that comes up.

As with changing the size of a card, removing a card can also be done by accessing the more options button at the top right of the card. A menu will open, and you will see an option to remove the card. You will be prompted to confirm removal of the card. If you remove a card, any preferences saved in that card will be lost.

Caution

Removing a card deletes its preferences. If you’ve spent time configuring a Booking Trends card or a Dispensary Orders card to track a specific pipeline, removing it loses that configuration — adding the card back later starts you over from scratch. Resize a card down small instead when you want it temporarily out of the way but plan to bring it back.