Introducing our new look Dashboard. Please find details below on what has changed. 

New on the Dashboard:

  • View upcoming appointments
  • View your appointment history (each month can be clicked to view the breakdown via consult report) 
  • Create and manage a task list

You can continue to view:

  • Daily Trading - with date range filters
  • Monthly Trading - with date range filters
  • Back Orders
  • Orders Waiting Pick Up
  • Orders Needing Shipping
  • Newest Appointments
  • Outstanding Invoices

What has moved: 

  • To view the Expense Report -> go to Report Centre -> Expense Reports
  • To view 10 Days Trading -> go to Report Centre -> Sales Reports
  • To view Prescriptions -> go to the patient record -> Prescriptions 
  • To breakdown daily or monthly trading by practitioner -> click on the relevant data point to open the report -> change dates if necessary -> select practitioner -> Run

Email if you would like to be upgraded to the new Dashboard or if you have any questions.

All SimpleClinic modules are being updated over the next few months with completion due mid 2024.