Resource Centre - Patient Dashboard

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Video Tutorial

The Patient Dashboard is the first screen that displays when you access a patient’s record and is a great tool for created a single location for displaying data you view on a regular basis.

If you are a first-time ClinicalConnect user, the Dashboard will be empty. You will need to populate the dashboard with clinical modules according to your clinical needs. Drag and drop the module icons found in the Patient Dashboard Header to add modules to your dashboard.

The Patient Dashboard can also be accessed at any time by clicking the Dashboard: Patient option from the Clinical Modules menu.

The following table provides a summary of some of the key Dashboard features.

Image of the dashboard with the icons

Feature Summary

Dashboard header icons

Each icon in the Dashboard header represents a clinical module. 

Dragging a module icon and releasing it below the Dashboard header adds that module to the dashboard view.

Smart Filter

Text typed in the Smart Filter Search box narrows the list of results to display only those related to text you entered.

Module preferences

Used to access to the module’s preferences. 

Remove module from Dashboard

Used to remove the module from the Dashboard view.

Column Filter bar

Contains column filters (date and keyword filters) used to filter data to narrow down the information presented in the module’s list view.

The Clear Filters button Clear filter button is used to reset all Column Filters in the view.

See the Column Filter section to learn more about this feature.


Clicking the Print button allows you to print the contents of the selected module. 


a note icon The buttons that appear in the module headers in the Dashboard do not always match the buttons you will see if you launch the full module from the navigation bar on the left.

Each icon in the Dashboard header represents a clinical module or a specific module tab within a module:

Image of the dashboard icons with the description

a note icon Each module has it’s own detailed section in this user guide.


Adding Modules to Your Dashboard

The first time you access the dashboard it’ll appear somewhat empty with the exception of the Patient Dashboard header. 

To add modules to your dashboard:

1. Click and drag the icon of the module you want to add to your dashboard and drop it into the space below the Patient Dashboard header.

Image showing how to open the module form the dashboard icon

2. The module will display its results based on the module’s preferences.

Image of the module tab

3. To add another module, click and drag the icon of the module you want to add and drop it beside, below or above an existing module in the dashboard.

Image showing various features in the transcription module

This example shows the Labs: List module placed beside the Transcription module. Both modules appear in a side-by-side view:

Image of the side by side view of two modules

This example shows the Microbiology module placed below the Labs and Transcription modules: 

Image shows microbiology module placed below the labs and transcription module

The Transcription module will take up the entire width of the dashboard until another module is added beside it.


Removing Modules from Your Dashboard

To remove a module from your dashboard click the Close button Image of the close button in the header of the module you want removed.

Image showing how to remove the module from your dashboard

Once a module is removed from the dashboard it’s module icon returns to the dashboard header. You can add the module back into the dashboard at any time.


Viewing Result Details in the Dashboard

Your module preferences can be set to display by default to the right of the list view as shown below. This view works well when your module is set to display in full width layout.


In this example, two modules are placed side-by-side on the dashboard.

Note that the module details can still display to the right of the results list, but it may be difficult to view those details and may require additional horizontal and vertical scrolling to read the details.


Clicking a result in your Dashboard will open the result details in a separate view.

Click the close button  in the Details header to return to the module’s list view in the dashboard. You can easily change your dashboard modules, layout view, and preference options as needed.