> ## Documentation Index
> Fetch the complete documentation index at: https://mintlify.com/appertafoundation/openeyes/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Navigate the OpenEyes main dashboard and access key clinical information

## Overview

The OpenEyes dashboard serves as your central hub for accessing patient information, worklists, and clinical workflows. It provides quick access to active patients and key metrics for your clinical practice.

<Info>
  The dashboard is role-based and displays different information depending on your user permissions (surgeon, clinician, or administrator).
</Info>

## Dashboard Layout

The main dashboard displays:

<CardGroup cols={2}>
  <Card title="Active Worklists" icon="list-check">
    View patients scheduled for today's clinics and procedures
  </Card>

  <Card title="Recent Patients" icon="users">
    Quick access to recently viewed patient records
  </Card>

  <Card title="Pending Tasks" icon="clipboard-check">
    Outstanding clinical tasks requiring your attention
  </Card>

  <Card title="Quick Actions" icon="bolt">
    Fast access to common workflows like adding new patients or events
  </Card>
</CardGroup>

## Key Dashboard Features

### Patient Search

The global search bar allows you to find patients quickly:

* **Hospital Number**: Enter the patient's hospital identifier
* **NHS Number**: Search by national health service number
* **Name and DOB**: Search using patient name and date of birth
* **Local Identifiers**: Use institution-specific identifiers

<Note>
  The search performs real-time lookups and will display results as you type. If multiple matches are found, you'll see a results page to select the correct patient.
</Note>

### Access Controls

The dashboard respects user permissions:

| Permission    | Dashboard Access                                   |
| ------------- | -------------------------------------------------- |
| **Surgeon**   | Full clinical dashboard with worklists and metrics |
| **Clinician** | Patient records and assigned worklists             |
| **Admin**     | System settings and user management access         |
| **View Only** | Read-only access to clinical information           |

## Navigation Menu

The main navigation provides access to:

<AccordionGroup>
  <Accordion title="Patient Management" icon="user">
    * Search for existing patients
    * Add new patient records
    * View patient summaries
    * Access patient episodes
  </Accordion>

  <Accordion title="Worklists" icon="clipboard-list">
    * View automatic worklists (clinic schedules)
    * Manage manual worklists
    * Track patient pathways
    * Monitor wait times
  </Accordion>

  <Accordion title="Clinical Modules" icon="stethoscope">
    * Examination events
    * Prescriptions
    * Operations
    * Correspondence
    * Biometry
  </Accordion>

  <Accordion title="Administration" icon="gear">
    * System settings
    * User management
    * Institution configuration
    * Audit logs
  </Accordion>
</AccordionGroup>

## Dashboard Widgets

### Firm Selection

Select your active clinical team (firm) to filter the dashboard view:

1. Click the **firm selector** in the header
2. Choose from your assigned firms
3. Dashboard updates to show relevant patients and worklists

<Warning>
  You must select a firm before accessing most clinical features. If no firm is selected, you'll be prompted to choose one.
</Warning>

### Site Selection

For multi-site institutions:

* Select your current clinical site
* Dashboard filters patients and worklists by site
* Site selection persists across sessions

## Quick Actions

### Add New Event

From the dashboard, quickly create clinical events:

1. Search for the patient
2. Navigate to their summary page
3. Click **Add Event**
4. Select the event type (examination, prescription, etc.)

### View Recent Activity

The dashboard tracks:

* Recently viewed patients
* Recent events created
* Recent correspondence sent
* Recent clinical updates

## OEscape Visualization

For glaucoma patients, the dashboard provides access to **OEscape**:

* Visual timeline of patient clinical data
* IOP (Intraocular Pressure) trends
* CCT (Central Corneal Thickness) measurements
* Visual field progression
* Medication history

<Info>
  OEscape provides subspecialty-specific visualizations. Access it from a patient's record when viewing glaucoma or relevant subspecialty episodes.
</Info>

## Dashboard Customization

### User Preferences

Customize your dashboard experience:

* **Default Landing Page**: Set your preferred starting view
* **Worklist Filters**: Save commonly used filter combinations
* **Display Settings**: Configure page titles and information density

### Notification Settings

Manage dashboard notifications for:

* New patient referrals
* Pending tasks
* System updates
* Worklist changes

## Best Practices

<CardGroup cols={2}>
  <Card title="Start with Firm Selection" icon="building">
    Always select your current firm when starting your session to ensure correct data visibility
  </Card>

  <Card title="Use Quick Search" icon="magnifying-glass">
    Master keyboard shortcuts for patient search to improve efficiency
  </Card>

  <Card title="Review Worklists Daily" icon="calendar-check">
    Check your worklists at the start of each clinic to plan your day
  </Card>

  <Card title="Monitor Pending Items" icon="bell">
    Regularly review pending tasks and outstanding clinical actions
  </Card>
</CardGroup>

## Troubleshooting

### Common Issues

<AccordionGroup>
  <Accordion title="Dashboard not loading">
    * Verify you have selected a firm
    * Check your user permissions
    * Clear your browser cache
    * Contact your system administrator if the issue persists
  </Accordion>

  <Accordion title="Missing patients or worklists">
    * Confirm correct firm is selected
    * Verify date range filters
    * Check site selection for multi-site installations
    * Ensure you have appropriate view permissions
  </Accordion>

  <Accordion title="Search not returning results">
    * Verify identifier format (e.g., hospital number format)
    * Try alternative search criteria (name vs. number)
    * Check for leading/trailing spaces
    * Confirm patient exists in the system
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Patient Management" icon="user-doctor" href="/user-guide/patient-management">
    Learn how to manage patient records
  </Card>

  <Card title="Worklists" icon="list" href="/user-guide/worklists">
    Master worklist management and patient pathways
  </Card>

  <Card title="Clinical Workflow" icon="diagram-project" href="/user-guide/clinical-workflow">
    Understand event-based clinical workflows
  </Card>

  <Card title="Clinical Modules" icon="stethoscope" href="/modules/overview">
    Explore available clinical modules
  </Card>
</CardGroup>