---
id: getting-started-your-dashboard
title: Tour of your dashboard
module: getting-started
audience: [clinician, intake, admin, billing, bd]
type: quickstart
estimated_minutes: 3
last_reviewed: 2026-07-08
app_route: /facility/{facility_uuid}/dashboard
related:
  - getting-started-welcome
  - oversight-cockpit-overview
tags: [onboarding, dashboard]
---

# Tour of your dashboard

Your dashboard is the launchpad for everything you do in Medipyxis. It's personalized by role — a clinician sees different widgets than a practice admin.

<div class="video-embed">
  <iframe src="https://www.youtube-nocookie.com/embed/fgnhQH1QFi4"
          title="Mobile Wound Care EMR Walkthrough: Platform Overview & Navigation"
          allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"
          allowfullscreen></iframe>
</div>
<span class="video-caption">Platform overview and navigation tour — orient yourself to where things live in Medipyxis before diving in.</span>

## Anatomy of the dashboard

![Medipyxis dashboard](../assets/dashboard/home.png)
*The home dashboard with four KPI tiles, Work Cockpits, HR Self-Service, and the Action Items + Recent Activity column.*

### 1. Welcome banner

Your name, role badge ("Licensed Healthcare Professional"), and duty status (**On Duty** / **Off Duty**) live here. The green **HIPAA** badge confirms your session is HIPAA-compliant.

### 2. KPI tiles

Four live tiles at a glance:

| Tile | What it counts |
|---|---|
| **My Compliance Status** | Your completed / total required credentials |
| **Unread Messages** | Unread Team Chat and patient-level messages |
| **Upcoming Events** | Visits, meetings, trainings in the next 7 days |
| **Team Kudos** | Recognition received this month |

<Note>
KPI tiles are read-only summaries. To open the underlying area (credentials, messages, calendar, kudos), use the matching item in the sidebar or one of the Work Cockpits below.
</Note>

### 3. Your Work Cockpits

Role-specific shortcuts to your primary working surfaces. For clinicians: **Patient Management**, **Clinical Workflow**, **Mileage & Expenses**. For admins: replace these with **Oversight Cockpit** and **HR & Compliance**.

### 4. HR Self-Service

Two always-visible cards: **Time Off Requests** (PTO balance and submit button) and **My Credentials & Compliance** (% complete + "Users with Credentials" count).

### 5. Action Items & Recent Activity (right column)

- **Action Items** — tasks assigned to you: pending signatures, credential renewals, stuck visits, unsent faxes. A red "urgent" counter appears if anything needs immediate attention.
- **Recent Activity** — the last 20 things you did in Medipyxis.

### 6. Electronic Prescribing Setup

At the bottom of the dashboard, the **Electronic Prescribing Setup** card surfaces the status of your **DoseSpot ePrescribing** integration:

- If the connection is healthy, a green pill confirms credentials and the EPCS (controlled substance) status.
- If credentials are missing or expired, the card shows a yellow or red state with a **Configure** button that opens DoseSpot inside an in-app frame.
- Click **Open DoseSpot** to launch the prescribing console for the patient context you're working on.

For the end-to-end prescribing flow, see the eRx workflow guide.

### 7. Knowledge Base & Resources

The final section of the dashboard pulls together quick links to onboarding material, release notes, and admin references. Each tile opens the matching destination inside this help center (for example, **Welcome to Medipyxis**, **Release notes**, **Module reference**). New users should start here on day one.

## Tips

<Tip>
Press `⌘K` / `Ctrl+K` from anywhere to jump to a patient, visit, or page without using the sidebar.
</Tip>

<Tip>
Customize which KPI tiles appear by role: **Administrator → Organization Role Config**.
</Tip>

## Related

- [Oversight Cockpit overview](../modules/oversight-cockpit/overview.md)
- [Action items deep dive](../modules/dashboard/overview.md)