Headline metrics
Three tiles summarize where your attention is needed:
Selecting a tile takes you to the underlying list.
Quick actions
Five shortcuts cover the work most agencies start their day with:New Member Registration
Begin admitting a new member.
Manage Employees
Open the staff roster.
Task Manager
Review recurring task rules and weekly rollups.
Reports
Open previously generated reports and the audit trail.
Compliance
Check open findings and upcoming compliance dates.
Quick actions follow the same permission rules as the sidebar. An action you cannot use does not
appear. See Roles and permissions.
Member inflow analytics
A weekday chart (Monday through Sunday) showing how members entered service over the period. Use it to spot referral patterns and staffing pressure before it reaches your schedulers. Alongside it, a breakdown by discipline:- Nursing
- Therapy
- Social Work
- Administration
Workforce compliance tiles
Three tiles track credentialing risk across your staff:Reading the Dashboard each morning
1
Clear critical alerts
Start with Critical Alerts. These are the items that block care or billing.
2
Check expiring credentials
Expiring in 7 Days tells you who may become unassignable this week.
3
Work today's tasks
Tasks Due Today links into the Task Manager.
4
Scan inflow
Rising member inflow is an early signal that scheduling and hiring need attention.

