Help Center

Reading your dashboard

Find the work waiting for you on the dashboard for your role.

Who this is for: Everyone at the practice

Read the clinician dashboard

  1. Read Appointments today and Notes to sign, then Today's schedule. Check Needs you for consent, measure and payment readiness that needs attention. Follow Writing and signing a note for unsigned work.
    The clinician dashboard with today's schedule, note count and readiness work.

Read the front desk dashboard

  1. Read Still to arrive, Here now and Waiting to be confirmed to follow arrivals and requests. See Recording attendance and Answering appointment requests.
    The front desk dashboard with arrival and confirmation panels.

Read the practice dashboard

  1. Read the period beside each figure. Unpaid over 60 days, Notes unsigned and People with access are different measures; By provider, this month covers the month. See Reading practice figures.
    The practice dashboard with its figures and By provider, this month panel.

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.