The dashboard is your home screen — a snapshot of what needs attention across your practice. What you see depends on your role, so an intake coordinator sees different cards than a recruiter.
What’s on the dashboard
Welcome banner and urgency count. At the top, you’ll see a count of items needing attention across your workbenches, with buttons that link directly to each one.
Momentum widget. A green banner showing actions you’ve completed today — contacts logged, staff assigned, documents requested. It resets daily and only appears once you’ve done something.
Attention Needed. Your top 5 highest-priority work items, each with the client name, what action is needed, and a button to take that action directly. “View all” takes you to the relevant workbench.
Pipeline Summary. Cards showing client counts by stage: Intake, Waitlist, Onboarding, Active, Exited. Click any card to filter the client list. A red badge on Intake means there are SLA violations. Small arrows show whether counts are trending up or down.
Projected Hours. Estimated therapy hours coming online in 1, 2, and 3 months based on your current pipeline.
Left column: Overdue follow-ups, authorizations expiring within 14 days, and your 6 most recent activity events.
Right column: Staffing stats (open requisitions, candidates, in-training, active staff), capacity summary (RBT demand vs. supply), caseload health (healthy vs. at-risk BCBAs), waitlist breakdown by service type, expiring documents, and expiring credentials.
On day one
Most cards will show zeros or “all caught up.” That’s expected — they populate as clients, staff, and authorizations enter the system.
Things to know
- The dashboard refreshes each time you load it. There’s no auto-refresh.
- Dashboard cards link to the relevant detail page — click any card to drill in.
- Your role determines which cards you see. Admins see everything; other roles see a filtered set relevant to their work.