Home is built to answer one question: what needs me today? Open it from Home at the top of the left navigation. For a full tour of every card, see Your home dashboard. This page covers the numbers.
The counts at the top
Below the greeting and today's date:
- Appointments today, with the time of the first one in the line above.
- Unread messages: text conversations with a reply from a patient waiting.
- Unconfirmed tomorrow: visits tomorrow the patient has not confirmed yet.
AI Receptionist
The footer of this card reads, for example, 12 calls handled today · 4 booked, with a Call log link. While a call is in progress the card lists each caller with a timer and a Listen in button.
Today at a glance
- Unread messages, with the latest sender and a snippet, or Inbox clear.
- N to confirm tomorrow, with how many have confirmed so far. Manage opens Confirmations. Chasing the pending ones the day before is the simplest way to cut no-shows.
Call times
A grid of the last 30 days (days down the side, two-hour blocks across), darker where there were more calls, and your Busiest hour. Hover a cell for the count. Analytics opens the Calls tab of Reports, which has the hour-by-hour version.
Needs attention
The Tasks card on Home lists what to act on, such as overdue balances (how much and how many patients), visits still unconfirmed today, patients due for recall, trial days left and AI minutes used up, plus your urgent tasks. Each row has a button to the page where you handle it. When there is nothing open, it tells you you're all caught up with no open tasks.
When to open Reports instead
Home is for today. When you want trends (calls answered and missed, booking sources, busiest hours, no-show rates, provider utilization), go to your reports.