Please note that this feature is only available for Tier 3 memberships.
When the clinic admin signs in to their Embodia account, they will first be redirected to the dashboard which lists all the active practitioners in the clinic. The clinic admin can further customize which additional information is displayed on the dashboard to match their preferences.
To do so, from the dashboard, click on the Customize my dashboard button.
In the dashboard customization page, the area on the left lists the items currently on the dashboard, and the area on the right lists the remaining available items that can be added to the dashboard. An item can be added to the current dashboard by clicking on the + icon, and removed from the current dashboard by clicking on the x icon.
The following items are available to be added to the dashboard
- Patients with upcoming birthdays: This item will list your patients' upcoming birthdays (in the next 7 days). This item is only available for Tier 3 membership and uses the patient property of type "Birth date".
- Recent due dates: This item will list your patients' recent due dates. This item is only available for Tier 3 membership and uses the patient property of type "Due date".
- Tasks due today: This item will list tasks that have today as their due date. This item is only available for Tier 3 membership and uses the the tasks feature.
- Failed membership payments: This item will list all the memberships that failed to renew due to a failed payment. This item is only available for Tier 3 membership and uses the the memberships feature.