Practice IQ allows you to personalize your dashboard experience by displaying only the pages that matter most to your specific role. Whether you are a provider, office manager, or front desk employee, you can streamline your view to quickly access the dashboards you rely on most, helping you stay focused and efficient.
How to Customize Your Dashboard View
1. Locate the Customize Dashboards Icon
On the Practice IQ home page, look just below the list of dashboard pages on the left-hand side. Click the Customize Dashboards icon (gear-shaped) to open the customization panel.
2. Select Your Most Relevant Dashboards
A side panel will appear with a full list of available dashboards, including:
Standard Pages: The default dashboards provided by Practice IQ (e.g., Home, Financial, Doctor, Hygienist, Business).
Role-Based Dashboards: Dashboards tailored for specific roles in the practice.
Advanced Dashboards: More in-depth, customizable dashboards for deeper analysis.
Dashboard Library: Additional templates or dashboards you can activate as needed.
Custom Pages: Any dashboards you’ve created or dashboards that have been shared with you.
3. Check the Boxes to Select Your Pages
Use the checkboxes next to each dashboard name to select which pages you want to appear in your left-hand navigation panel.
4. Reorder Dashboards to Fit Your Workflow
After selecting your dashboards, drag and drop items into your preferred sequence in the List Order section. This determines the order in which the dashboards will appear in your navigation for quick and easy access.
5. Save Your Settings
Once you're happy with your selection and order, close the panel. Your left-hand navigation will instantly update to reflect your customized view.
Why Customize?
Speed Up Daily Workflows: Avoid scrolling or searching for the dashboards you use most.
Focus on What Matters: Eliminate unnecessary pages and stay focused on KPIs and trends that apply to your role.
Create Role-Specific Workspaces: If you manage multiple locations or teams, you can tailor each user's experience to match their responsibilities.
Customizing your dashboard views makes Practice IQ work smarter for you, delivering insights faster, minimizing distractions, and helping you stay on top of your performance goals.