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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.

The Dashboard screen (/pm/dashboard) is the Practice Management module’s home page, rendering the shared platform ModuleDashboard component configured for the pm context.

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Overview

The Dashboard renders a grid of widgets filtered to the pm module using the platform ModuleDashboard component. Widgets are fetched via useModuleDashboard, which scopes results to the current organization and the set of modules accessible to the user. The page header displays the title “Practice Management Dashboard” and the subtitle “Patient registration, scheduling, billing & revenue cycle”. Users can switch between module dashboards using a context-switcher control in the header without leaving the page.

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Who it’s for

Requires the pm.dashboard.view permission.

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Before you start

Requires the pm.dashboard.view permission. The widget grid only loads after the current organization resolves (useOrganization); if no organization is selected the grid remains empty.

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Steps

1

View the widget grid

Navigate to /pm/dashboard. The page loads a set of widgets relevant to the Practice Management module scoped to your organization. A skeleton placeholder is shown while widgets are loading.
2

Switch module context

Use the context-switcher in the page header to jump to another module’s dashboard (for example Finance or Clinical) without navigating away from the dashboard layout.
3

Enter edit mode

Click the Edit button in the top-right header area. In edit mode, widgets can be dragged to reorder them. On mobile, an action bar appears at the bottom with a Done Editing button.
4

Hide individual widgets

While in edit mode, click X on any widget card to hide it from the grid.
5

Open dashboard settings

Click the settings icon (gear) button in the header to open the Dashboard Settings dialog. From this dialog, choose which widgets are visible and save preferences. Preferences are persisted per organization.
6

Refresh data (mobile)

On mobile, pull down on the page to trigger a data refresh for all dashboard widgets and preferences.

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Key concepts

If the current user has no accessible modules or the organization has not loaded yet, the widget grid displays a loading skeleton. No error state is shown in this path — the grid simply remains unpopulated until data resolves.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
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/pm.tsx
  • src/cores/pm/pages/PMDashboard.tsx
  • src/platform/dashboard/components/ModuleDashboard.tsx