You can adjust what data is shown on the dashboard by applying filters:

Choose appointments within a specific range. Four preset options are available:

✅ Tip: For custom date ranges, use the detailed reports section, those reports include all the same information as this dashboard with full date flexibility.

Filter appointments by clinic location.

You can click on any number below to filter the appointment list by that specific metric.

The total number of scheduled appointments.

Appointments contain a comment about the appointment.

✅ Tip: The goal is to reach 0 (or “No Data”) for these metrics, meaning everything has been resolved.

Insurance-based appointments where no copay has been entered. Be sure to set the correct copay, even if it is $0. You can set this inside the patient's chart in their primary insurance.

Insurance-based appointments where the patient’s insurance has not been verified (or not marked as verified in Patient Studio). No matter your method of checking the benefits of the patient, you should be marking them verified in Patient Studio to help keep track.

Appointments with associated paperwork that has not yet been submitted. Appointment / Form reminders are automatically sent out 24 hours prior but if you feel you need to send an additional reminder you can do so from the calendar.

Appointments requiring a copay where payment has not been collected. This is calculated based on the Copay amount in the patient's chart. You can use the copay amount for co-insurnace amount as well. If the coinsurance moves to $0, you should update this.

Self-pay visits where payment has not been collected.

Shows how much copay has been collected in the selected date range versus how much was expected to collect.

Shows how much has been collected for self-pay visits in the selected date range versus how much was expected to collect.

A dynamic list of appointments that automatically updates based on the filters and metrics you select.