About the Client Dashboard
The Client Dashboard provides a summary view of the active client's information. Widgets display information that is relevant to the staff member's role in providing care.
The dashboard is customized based on the type of user and the user role. Learn how to Create a view using the View Definition form in myAvatar.
From the dashboard you can:
- Perform an advanced client search.
- In the header select the link and enter search criteria.
- Select an episode.
- In the header select the episode box and then choose from the drop-down list.
- Scan or import documents such as a drivers license, lab results, and power of attorney. You can indicate the document is episodic or non-episodic, select the document type, and enter a description.
- Import a client photograph. In the Client Information header move the pointer over the photograph or the placeholder and select the camera icon.
- Perform frequent tasks from the Quick Actions widget, such as updating client information.
- View client information on the open forms in the Console Widget Viewer.