OutSmart EMR Knowledgebase

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Explore The Dashboard

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

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.

Click on the Dashboard Cards Menu button in the Top Toolbar to access the Dashboard Cards Menu.

Click on the Dashboard Cards Menu button in the Top Toolbar to access the Dashboard Cards Menu.

 

Customizing The Size Of A 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 selecting the  more options button at the top right of the card.  This will open up a menu which will allow you to select the width and height of the card.

Clicking on the “more options” button at the top right of a card will allow you access to change the size of the card.

Clicking on the “more options” button at the top right of a card will allow you access to change the size of the card.

 

Re Positioning Your Dashboard Cards

Changing the order of your cards can be done by dragging the card by it’s  handle, located at the top left 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.

You can drag a card by its handle to reposition it on the Dashboard

You can drag a card by its handle to reposition it on the Dashboard

 

Removing a Dashboard Card

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 the bottom option is 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.

Removing a card. Note that any preferences saved in the card will be lost upon removal.

Removing a card. Note that any preferences saved in the card will be lost upon removal.

 

 

List of Dashboard Cards

The OutSmart Dashboard can be personalized to provide you with the information that is most important to you.  You can add, remove and resize the Dashboard Cards in a way that best suits your screen and your clinic.

Booking Trends

The Booking Trends card can be used to show you trends in your events and your practitioner bookings.

The Booking Trends card can be used to show you trends in your events and your practitioner bookings.

The Booking Trends card is a very powerful graphing card which can be used to show you comparative trends between your event types, and even your clinic practitioners.  Use it to evaluate the way you assign patients to practitioner, or to evaluate how many of a specific booking you get per day, per week, or per month.  Anything you want to know about your scheduling trends can be displayed by this card. Learn more about this dashboard card here.

Xpress Checkout

The Xpress Checkout card will help you auto-create invoices and checkout your patients fast.

The Xpress Checkout card will help you auto-create invoices and checkout your patients fast.

The Xpress Checkout card can be used to checkout your patients quickly.  It automatically generates a list of all the patient’s services and billable products for the day, which saves you tons of time when creating an invoice for the patient.  OutSmart EMR is the only service which can use your medical charts in order to auto-bill Injections, Labs, IV Therapy, Supplements, and Prescriptions.  Save your admin staff some time! Learn more about this dashboard card here.

Daily Schedule

The Daily Schedule card helps you see your day at a glance, and quickly create charts for patients.

The Daily Schedule card helps you see your day at a glance, and quickly create charts for patients.

The Daily Schedule card will show you your current schedule, and identify past, current, and upcoming appointments for the day.  It will also provide you contact information, and show you whether or not your patient confirmed their attendance to the appointment through our automatic reminder messages. Learn more about this dashboard card here.

SOAP Charts

The SOAP Charts card can give you a list of incomplete charts as well as a list of recently created charts, to give you quick access to your most relevant medical charts

The SOAP Charts card can give you a list of incomplete charts as well as a list of recently created charts, to give you quick access to your most relevant medical charts

The SOAP Charts card can show you your list of incomplete charts, as well as your list of recent charts.  This can help admin staff to see which charts have been recently created, and it can help practitioners see which charts they still have to work on. Learn more about this dashboard card here.

Product Label

The Product Label Dashboard Card

The Product Label Dashboard Card

The Product Label Dashboard Card can be used to quickly generate a printable label to apply to your products at the time of dispensing.  Although it is usually recommended that you use the features of SOAP charts to be able to automatically generate product labels based on the medical charts you create, the Product Label Dashboard Card will allow you to bypass this by creating labels for products on the fly, without need for a corresponding SOAP chart.  Learn more about this dashboard card here.

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