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

# Clinical Dashboard

> Overview landing page for the Clinical core, showing patient chart counts, medication stats, pending co-signs, and expiring assessments with quick navigation.

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.

## 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

## 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.

## Before you start

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

## Steps

<Steps>
  <Step title="Open the Clinical module">
    Navigate to `/cl` or `/cl/overview`. The dashboard loads and begins fetching summary data in parallel.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Key concepts

| Term                         | Meaning                                                                                   |
| ---------------------------- | ----------------------------------------------------------------------------------------- |
| `useChartList`               | Hook fetching active patient charts scoped to the current organization                    |
| `useProgressNoteCosignQueue` | Hook returning notes with status requiring supervisory co-signature                       |
| `useTreatmentPlanList`       | Hook fetching treatment plans; called with `30` to filter for plans due within 30 days    |
| `QuickActionsSection`        | Platform component rendering user-configurable quick-action shortcuts for the `cl` module |
| `AreaNavigationCard`         | Shared component linking to a sub-area with inline metric badges                          |
| `staleTime: 5min`            | Medication and prescription counts cache for 5 minutes before re-fetching                 |

## Related

<Columns cols={2}>
  <Card title="Clinical" icon="stethoscope" href="/cl/overview">
    Clinical core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>
