As a clinic owner, you may be interested in learning more about certain statistics surrounding one of your staff members to ensure that you can help set them up for success!
You may also want to have control over which type of metrics your practitioners have access to.
This guide will demonstrate how a full-access user can access the information listed on the practitioner dashboard for other providers, as well as how to edit the practitioner dashboard permissions for the each of your different staff members.
Setting Staff Member Dashboard Permissions
As a full access user, you will be able to be able to alter the dashboard visibility for each of the staff members available at the clinic by visiting the Settings > Dashboard Permissions area of your account.
You will be able to choose from the following three available permission options for each staff member:
Providing a staff member with this setting will disable their ability from accessing the dashboard when viewing the Day Sheet (the toggle will not be available) while logged into their account.
If you are interested in learning more about charting from the Day Sheet, check out our handy video on the Practitioner’s Home Base: Day Sheets & Charts
A staff member with the dashboard enabled will be able to toggle on and off the practitioner dashboard display from their Day Sheet while logged into their account. This staff member will have access to all of the available non-financial metrics.
3) Enabled with Financial Metrics
This setting is similar to the Enabled option, but it also includes the ability to view financial metrics in addition to the standard dashboard metrics.
At this time, these financial metrics include:
- Total amount billed (invoiced)
- Total amount collected (applied to invoices)
- Top patients based on amounts invoiced during a 365 period
Some clinics might prefer that their staff members are not privy to this type of information, as their providers are compensated using a different sort of commission rate that is independent of the income brought into the clinic for their sessions.
For a detailed breakdown of all of the different metrics available in the dashboard, check out our other guide: Practitioner Dashboard, Explained.
Oh, and while you are modifying dashboard permission levels for your staff members, there is no need to save your changes. Jane will go ahead and automatically save the preferences for you.
Viewing a Staff Member’s Dashboard
As a full-access user, regardless of the permission level you have set for a particular staff member, you will still be able to review their dashboard information. You can access a provider’s dashboard by visiting their Staff Profile, then clicking View Day Sheet / Dashboard button.
The information that is visible on the practitioner’s dashboard will depend on the permission level that has been set for your own staff profile.
In other words, if you have the practitioner dashboard set to Enabled for your account, dashboards of other practitioners will be presented to you without financial metrics included.
However, if you have the practitioner dashboard set to the Enabled with Financial Metrics option for your staff account, monetary values will be visible to you on the dashboard for other staff members.
If you set the full-access user’s permission to Disabled, they will not have their own dashboard pop up when working out of the Day Sheet, and they will not be able to view the dashboards of other practitioners. A full access user would already have access to this sort of information about other staff members via the Reports area.
Have a question about a particular metric on the dashboard? Feel free to reach out to us by email at firstname.lastname@example.org, or by phone at +1 844-310-5263 (Mondays through Fridays, 7am to 5pm PST).