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Dashboard

The default landing page. Provides an at-a-glance overview of practice health and surfaces urgent action items.

KPI Cards​

MetricCurrent ValueDetail
Active Patients17"4 prospects" subtitle
Monthly Revenue (MRR)$3,735"$44,820 annualized" subtitle
Avg Revenue / Patient$220"per month" subtitle
Action Items19"2 urgent" subtitle

Sections​

Upcoming Actions​

  • Shows top 5 most urgent action items
  • Color-coded urgency: Red (urgent), Orange (soon)
  • Each item has a "Schedule" button to open the schedule modal
  • "View All" links to the full Action Items page
  • Types: Wellness checks, Follow-ups, Billing changes

Unpaid This Month​

  • Lists patients with outstanding monthly payments
  • Shows patient name and monthly fee amount
  • "Mark Paid" button toggles payment status
  • Collapsed view showing first 5 with "+N more" link
  • Count in header (e.g., "Unpaid This Month (17)")

This Month's Wellness Checks​

  • Lists wellness checks due in the current month
  • Shows patient name and check type (e.g., "2 months wellness check")
  • "Schedule" button for each
  • "View All" links to the Wellness page

Data Requirements​

  • Patient list with DOB (for age/tier calculation)
  • Payment status per patient per month
  • Wellness schedule calculations from DOB
  • Action items aggregation from wellness + billing + follow-ups
  • Prospect count for KPI subtitle

Key Functions​

renderDashboard() — Main render function
getOverduePatients() — Patients with unpaid status this month
getActivePatients() — Filter active (non-prospect) patients
getAllActions() — Aggregate all action items with urgency scoring