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The Clinical Dashboard is the landing page for the Clinical core, accessible at /cl/overview. It surfaces summary statistics, a patient search widget, configurable quick actions, and area navigation cards linking to key clinical workflows.

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Overview

/cl/overview renders CLOverview, the main entry screen for the Clinical core. The route was previously also accessible via /cl/dashboard, which now redirects here. The page includes:
  • A patient search widget (debounced, 2-character minimum, results capped at 5 in the popover)
  • Quick actions panel (module-scoped, editable by users)
  • Five summary stat cards: Active Charts, Active Medications, Active Prescriptions, Plans Due Review, Pending Co-Signs
  • Six area navigation cards linking to Patient Charts, Medications, Pharmacy Directory, Treatment Plans, Expiring Assessments, and Co-Sign Queue

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Who it’s for

Access follows your organization’s role and module configuration. Individual data hooks and navigation cards enforce permissions at their respective destinations.

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Before you start

  • You must be authenticated and assigned to an organization.
  • Data is scoped to currentOrganization.id via useOrganization().

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Steps

1

Open the Clinical module

Navigate to /cl or /cl/overview. The dashboard loads and begins fetching summary data in parallel.
2

Search for a patient

Type at least 2 characters in the “Search patients” field. Up to 5 matching charts appear in a popover. Select a result to navigate to that chart, or choose “View all results” to go to the full chart list with the search pre-applied.
3

Review summary stats

The five stat cards show current counts for active charts, medications, prescriptions, plans due for review, and notes awaiting co-signature. Cards with non-zero warning values display in a warning variant.
4

Navigate to a clinical area

Use the area navigation cards to jump to Patient Charts, Treatment Plans, Expiring Assessments, the Co-Sign Queue, Medications, or the Pharmacy Directory.

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Key concepts

Clinical

Clinical core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/CLOverview.tsx
  • src/cores/cl/hooks/useChartList.ts
  • src/cores/cl/hooks/useAssessmentList.ts
  • src/cores/cl/hooks/useTreatmentPlanList.ts
  • src/cores/cl/hooks/useProgressNoteCosignQueue.ts