Your dashboard
Use Dashboard to see your day, change the reporting range for dashboard widgets, and customize the widgets shown on your desktop home page.
Your dashboard is the first page at Dashboard. On desktop, it is a customizable widget grid. On mobile, it focuses on your visit schedule so the next visit is easy to find.
How do I read my dashboard?
In the left sidebar, click Dashboard to get a quick view of the work that matters to your role. The dashboard greeting uses your display name (1), the date at the top shows today’s date, Dashboard range (2) changes the reporting window, Customize layout (3) opens edit mode, and Dashboard widgets (4) show your schedule area.
Use the Dated greeting (1) to confirm the day and your name, Dashboard range (2) to change the reporting window, Customize layout (3) to open edit mode, and Dashboard widgets (4) to review the widgets on your home page.
Widgets are role- and feature-aware, so your dashboard may not match another teammate’s. Owners and admins see the administrative dashboard surface. Staff see the operational dashboard surface with Needs Verification in the default desktop layout. Clinicians see the clinician dashboard surface, including Open Notes when it is available.
Some widgets report activity over a time range, such as patients, visits, forms, consents or interviews. Other widgets focus on current work, such as the calendar, notifications or My Tasks, and may ignore the dashboard range. When the Birthdays widget shows birthdays today, use Send wishes or open the widget and select Send birthday wishes to send birthday wishes to those patients' inboxes.
How do I change the dashboard time range?
On the same page, click Dashboard and use the range control at the top when you want count and trend widgets to show a different reporting window. Use the Range control (1) to pick a preset, and 30-day range (2) shows the 30-day option in the list.
Use the Range control (1) to choose 1D, 7D, 30D, 90D or 12M. The 30-day range (2) is one of the options in the list.
- In the range control (1), choose 1D, 7D, 30D, 90D or 12M.
- Review the widgets that use the dashboard range.
The selected range is kept for refreshes and shared links. 7D is the default range, and 30-day range (2) is one of the available choices.
| Range | What it shows |
|---|---|
| 1D | Today. |
| 7D | The last 7 days. |
| 30D | The last 30 days. |
| 90D | The last 90 days. |
| 12M | The last 12 months. |
How do I customize my dashboard widgets?
On the same page, click Customize when you want a different layout for your own home page.
Use Customize (1) to enter edit mode, and use the Resize handle (2) on a widget to change its size in the full grid.
- Select Customize (1).
- Drag widgets to reorder them.
- Use the resize handle (2) on a widget to change its size in the full grid.
- Select Done to save your layout.
When the grid is in its narrower mode, Ona shows a note that you can reorder and remove widgets there, but you need the full grid to resize them.
While editing, select Cancel to leave without saving.
How do I add a widget?
On the same page, click Customize, then click Add widget on a desktop-width screen. The catalog only shows widgets available to your role and enabled features, including Needs Verification for staff and Open Notes for admins and clinicians.
Use Search widgets (1) to find a widget by name, the Category chips (2) to narrow the catalog, and a Widget card (3) to add it to the dashboard.
- Select Customize.
- Select Add widget.
- Use Search widgets (1) or the Category chips (2) to narrow the catalog.
- Drag a Widget card (3) onto the dashboard, or select a Widget card (3) to add it.
- Select Done.
A widget can appear more than once. The catalog marks widget types that are already on your dashboard, but it does not prevent you from adding another copy.
When the grid is in its narrower mode, Ona shows a note that you can add, reorder and remove widgets there, but resizing stays available only in the full grid.
How do I remove or reset dashboard widgets?
On the same page, click Customize when a widget no longer belongs on your home page, or when you want to return to the default layout.
Use Remove widget (1) on a widget to remove it from your layout.
- Select Customize.
- To remove one widget, select Remove widget (1) on that widget.
- To return the page to the default layout for your role, select Reset.
- Select Done to save.
If you save the default layout, Ona removes your saved custom layout.
When the grid is in its narrower mode, Ona shows a note that you can still remove widgets there, but resizing is only available in the full grid.
How do I use the mobile dashboard?
On the mobile tab bar, select Dashboard on a mobile-width screen. On mobile, Dashboard shows a compact visit schedule instead of the desktop widget board. It includes upcoming visits, live visits and recent past visits. Upcoming visits are ordered from the start of today, nearest first. Past shows recent past visits newest first.
- Use the date chips to switch schedule ranges, including Past.
- Select Search visits to search by patient, visit or location.
- Select a visit card when you want to open the visit and the card has a visit link.
- For online visits, use the meeting link when one is available.
Live visits appear in a Live now group. Cancelled and no-show visits stay in the schedule but appear muted.
What can't I do here?
In Dashboard, access and layout are limited in these ways:
- Users who are not clinic members do not use the clinic dashboard. Patient users are sent to the patient portal.
- Desktop widgets depend on your role and enabled features. If a feature is off, its widget is not available.
- Staff and clinicians do not get the owner/admin dashboard surface; staff do see Needs Verification in the default desktop layout.
- The mobile dashboard does not show the customizable widget board.
- Widget resizing is only available in the full grid; the narrower grid supports adding, moving and removing widgets.
Common questions
Why does my dashboard look different from someone else’s?
Your dashboard is shaped by your roles and your organization’s enabled features. Owners and admins see the administrative surface, staff see the operational surface with Needs Verification in the default layout, and clinicians see the clinician surface.
Does changing the range affect every widget?
No. The range affects widgets that report activity over time, such as counts and trends. Current-work widgets, such as schedule and tasks, may ignore the range.
Can I add the same widget more than once?
Yes. The widget catalog shows when a widget type is already on your dashboard, but you can still add another copy.
How do I send birthday wishes from the Birthdays widget?
When the Birthdays widget has patients with birthdays today, select Send wishes, then confirm with Send to. You can also open the widget on Today and select Send birthday wishes. Ona sends each patient a message in their patient inbox, skips anyone already greeted today, and changes the button to Wishes sent or Birthday wishes sent when everyone has been greeted. If some messages fail, send again to retry the rest; patients do not get duplicate wishes.
What happens if I select Reset?
Reset changes your draft layout back to the default dashboard layout for your role. Select Done to save that reset, or Cancel to leave your saved layout unchanged.
Why can’t I see Customize?
The customizable widget board is shown on desktop-width screens. On mobile, Dashboard uses the schedule-focused layout instead.
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