Patient Website Dashboard
When a patient logs in to the Patient Website (Patient Portal), they are taken directly to the Patient Dashboard.
What the Patient Dashboard Shows
The dashboard provides a quick, easy-to-read overview of the patient’s account, including:
-
Unpaid Orders
Displays any orders that require payment, allowing the patient to quickly take action.
-
Available Refills
Shows formulas or products that are eligible for refill based on practitioner settings.
Purpose of the Dashboard
The patient dashboard is designed to:
-
Give patients immediate visibility into what requires attention
-
Simplify payments and refill ordering
-
Reduce the need for practitioner or admin follow-up
Summary
The Patient Website Dashboard acts as the patient’s home screen, offering a concise snapshot of unpaid orders and refill opportunities, helping patients manage their care efficiently and independently.
Related Articles
Practitioner Dashboard
Dashboard Overview The Dashboard is your home base inside Dispensary Tree. It gives you a real-time snapshot of your activity and provides quick access to the most common actions you’ll take as a practitioner. When you log in, this is the first ...
About Patient Portal (Website)
Patient Website (Patient Portal) Estimated reading: 1 minute The Patient Website, also referred to as the Patient Portal, allows patients to manage their account information, pay for orders, and place refill orders that have been made available to ...
Dashboard Settings
Admin Website Dashboard Navigation: Admin > Settings > Admin Website Overview The Admin Dashboard displays informational widgets that help you manage and monitor your dispensary at a glance. You have full control over which dashboard widgets are ...
Patient Verification
Patient Verification To access the Patient Website (Patient Portal), a patient must first register and verify their account. Verification ensures that only the correct patient can access their personal and order information. Patient Registration ...
Patient Settings
Patient Settings The Patient Settings section controls how patients are invited to create their own accounts. Automatically Invite Patient to Register When this option is turned ON, the system will automatically send a registration invitation to a ...