PPS: The EHR Dashboard

This article applies to the Private Practice Suite

The dashboard is the default page of the Valant EHR. It provides an overview of the day-to-day activities within an organization.

The dashboard is broken up into four sections:

Action Items:  A quick reference list of items that require attention. Click on an item to navigate to where it can be addressed in Valant.

Reminders Due: Lists pending reminders throughout the practice. These can be assigned to any Valant user at the practice and may be tied to a specific patient if needed. Click Reminders Due to create a new reminder or edit existing reminders.

Today's Appointments: Lists the scheduled appointments for the day. Click Today's Appointments to navigate to the Scheduler, or right-click a Patient ID for a menu of additional actions. (This will only appear on the Provider's dashboard.  It is not available for Staff Members).

Documentation Status: Graphical status view of documented sessions. (This will only appear on the Provider's dashboard.  It is not available for Staff Members).

Click Refresh to update all views on the dashboard.

Click Show Billing Dashboard to display the Billing Dashboard - a quick overview of practice productivity and past-due balances.


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