> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Your agency's daily operating picture: active members, tasks due, and critical alerts.

The Dashboard is your agency's daily operating picture and the page OfficeRidge opens on.

Everyone with an account can see it. What it counts is scoped to your active organization and
location.

## Headline metrics

Three tiles summarize where your attention is needed:

| Tile                | What it counts                                          |
| ------------------- | ------------------------------------------------------- |
| **Active Members**  | Members currently receiving services                    |
| **Tasks Due Today** | Tasks assigned to you or your agency that are due today |
| **Critical Alerts** | Items flagged as needing immediate attention            |

Selecting a tile takes you to the underlying list.

## Quick actions

Five shortcuts cover the work most agencies start their day with:

<CardGroup cols={2}>
  <Card title="New Member Registration" icon="user-plus" href="/members">
    Begin admitting a new member.
  </Card>

  <Card title="Manage Employees" icon="badge-check" href="/employees">
    Open the staff roster.
  </Card>

  <Card title="Task Manager" icon="list-checks" href="/tasks">
    Review recurring task rules and weekly rollups.
  </Card>

  <Card title="Reports" icon="chart-bar" href="/reports">
    Open previously generated reports and the audit trail.
  </Card>

  <Card title="Compliance" icon="shield-check" href="/compliance">
    Check open findings and upcoming compliance dates.
  </Card>
</CardGroup>

<Note>
  Quick actions follow the same permission rules as the sidebar. An action you cannot use does not
  appear. See [Roles and permissions](/getting-started/roles-and-permissions).
</Note>

## 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:

| Tile                   | What it shows                                            |
| ---------------------- | -------------------------------------------------------- |
| **Checks This Month**  | Background checks completed in the current month         |
| **OIG Flags**          | Staff matched against exclusion lists and needing review |
| **Expiring in 7 Days** | Credentials lapsing within a week                        |

<Warning>
  An OIG flag means a staff member may appear on a federal or state exclusion list. Investigate
  before that person delivers billable services — claims for excluded providers are not payable.
  See [Credentials and checks](/employees/credentials-and-checks).
</Warning>

## Reading the Dashboard each morning

<Steps>
  <Step title="Clear critical alerts">
    Start with **Critical Alerts**. These are the items that block care or billing.
  </Step>

  <Step title="Check expiring credentials">
    **Expiring in 7 Days** tells you who may become unassignable this week.
  </Step>

  <Step title="Work today's tasks">
    **Tasks Due Today** links into the [Task Manager](/tasks).
  </Step>

  <Step title="Scan inflow">
    Rising member inflow is an early signal that scheduling and hiring need attention.
  </Step>
</Steps>

## Troubleshooting

| Problem                                        | What to check                                                                                                                                                  |
| ---------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Counts look too low                            | Confirm your active organization and location. The Dashboard only counts records in your current context.                                                      |
| A quick action is missing                      | The action follows your role. See [Roles and permissions](/getting-started/roles-and-permissions).                                                             |
| Active Members disagrees with the Members list | The tile counts members in an active status. Members who are on hold, hospitalized, or pending authorization are excluded. See the [glossary](/help/glossary). |
| Tiles show zero after switching organizations  | The new organization may genuinely have no records yet, or your role may not permit the underlying module.                                                     |