Seeing what's new in Ona
Use Dashboard to review new release announcements, change the dashboard time range, and customize your desktop widget layout.
Dashboard is your home base in Ona. On desktop, it shows a customizable grid of widgets. On phones and smaller screens, it shows a mobile schedule view instead of the widget grid.
New-release announcements appear in the left sidebar when there is an unseen Ona update for you.
How do I see what's new in Ona?
In the left sidebar, near the bottom, click New when Ona has a new release for you.
- In the left sidebar, near the bottom, click New.
- If the sidebar is expanded, hover over or focus the announcement.
- Select the announcement.
The release note opens in a new browser tab. Ona marks the announcement as seen for you.
If your sidebar is collapsed, the announcement appears as a compact New chip. Select the chip to open the release note.
How do I dismiss a release announcement?
In the left sidebar, near the bottom, click New when you do not need to read it now.
- In the left sidebar, near the bottom, click New.
- If the sidebar is expanded, hover over or focus the announcement.
- Select Dismiss.
The announcement is hidden and marked as seen for you. In the collapsed sidebar, open the announcement instead; the compact chip does not show Dismiss.
How do I use Dashboard?
In the left sidebar, click Dashboard to open Dashboard. The Dashboard (1) item is the way in. Dashboard greets you by name and shows either your desktop widget grid or the mobile schedule view, depending on screen size.
Use the dashboard overview to orient yourself on desktop: Dashboard time range (1) changes the reporting window, Customize (2) opens edit mode, and My Schedule (3) is one of the widgets on the page.
On desktop, dashboard widgets are shaped by your role and by the features enabled for your organization. Owners and admins see the administrative dashboard surface. Staff see the operational dashboard without Settings access. Doctors see a dashboard scoped to their own patients and visits. On narrower desktop grids, widget resize controls stay hidden until you widen the window. Open Notes is available as a dashboard widget for admins and clinicians.
On mobile, Dashboard focuses on your schedule. It includes upcoming visits from today forward and recently finished visits behind Past.
How do I change the dashboard time range?
In the left sidebar, click Dashboard when you want reporting widgets to summarize a different window. Schedule, inbox and task-style widgets do not use this range.
The time range control offers 1D (1), 7D (2), 30D (3), 90D (4), and 12M (5).
- In the left sidebar, click Dashboard.
- In the dashboard header, choose 1D, 7D, 30D, 90D or 12M.
Widgets that aggregate over time update to the selected range. The selected range stays selected when you refresh the page.
How do I customize my desktop dashboard?
In the left sidebar, click Dashboard when you want your widget grid to match how you work. Changes stay in a draft until you select Done.
In customize mode, Customize (1) opens or closes editing, Remove widget (2) takes a widget off the dashboard, and Resize widget (3) appears on widgets you can resize. The widget catalog only shows widgets available for your role and your organization's enabled features, including Open Notes for admins and clinicians.
- In the left sidebar, click Dashboard.
- Select Customize.
- Drag widgets to reorder them.
- Select Remove widget to take a widget off the dashboard. To resize widgets, widen the window first, then use the lower-right resize handle.
- Select Done.
Your dashboard layout saves for your member account. Select Cancel instead to leave edit mode without saving.
How do I add a dashboard widget?
In the left sidebar, click Dashboard when you want to add widgets on desktop. The catalog only shows widgets available for your role and your organization's enabled features, including Open Notes for admins and clinicians.
- In the left sidebar, click Dashboard.
- Select Customize.
- Select Add widget.
- Use Search widgets or the category filters to find the widget.
- Drag the widget card onto the dashboard.
- Select Done.
The widget is added to your draft layout. It is saved after you select Done. A widget can appear more than once.
How do I reset my dashboard layout?
In the left sidebar, click Dashboard when you want to return to the default layout for your role.
Use Reset (1) to restore the default layout in edit mode, then Done (2) to save it.
- In the left sidebar, click Dashboard.
- Select Customize.
- Select Reset.
- Select Done.
If you save the default layout, Ona treats it as your standard dashboard instead of a custom layout.
What can't I do here?
Dashboard home has a few limits:
- The customizable widget grid is for desktop screens. On smaller screens, Ona shows the mobile schedule view instead. On narrower desktop grids, resize controls stay hidden until you widen the window.
- You cannot add more widgets after the dashboard reaches its widget limit.
- You can only add widgets available to your role and enabled organization features.
- Staff and doctors do not get administrative Settings access from Dashboard.
- The compact New release chip in a collapsed sidebar can be opened, but it does not show Dismiss.
Common questions
Why is my dashboard different from another team member's?
Your dashboard is shaped by your roles and enabled organization features. Owners and admins get the administrative surface, staff get the operational surface without Settings access, and doctors get a dashboard scoped to their own patients and visits.
Does changing the time range affect every widget?
No. The time range affects widgets that summarize activity over time. Widgets shaped around current work, such as schedule, inbox or tasks, ignore it.
Can I have the same widget more than once?
Yes. The widget catalog shows when a widget is already on the dashboard, but it does not block you from adding another copy.
What happens if I open a release announcement?
The release note opens in a new browser tab and the announcement is marked as seen for you.
Can I customize Dashboard on my phone?
No. The customizable widget grid is for desktop screens. On smaller screens, Dashboard shows the mobile schedule view.
Related guides