The Dashboard is the first page you see after signing in. It's a customizable grid of summary cards — the same layout system used on the Client Summary page — giving you an at-a-glance read on your caseload, outstanding alerts, client engagement, and recent survey activity.
How the Dashboard is organized
The Dashboard is a grid of cards. Each card is a self-contained summary of one slice of your work, and most cards are interactive — clicking a row, a bar, or a header button takes you straight to the underlying client, survey, or filtered list. You can show, hide, and reorder cards using the page's layout controls; your arrangement is saved to your profile, and hidden cards are skipped entirely (they don't even load their data). The current set is described below.
My clients vs. All clients
If your access lets you see every client in the account, a My clients / All clients switch appears at the top of the page. My clients scopes every card to your own caseload; All clients widens them to the whole account. Your choice is remembered across visits and applies to all cards at once. Clinicians who only see their own caseload don't get the switch — their cards are always personal.
Current Caseload
A snapshot of who you're responsible for right now. The big number is your total active clients, with chips breaking it down into new this week, in episode, and follow-up (clients still active after program discharge for post-discharge tracking).
Below that, a program breakdown lists your active clients per program as horizontal bars. Click any program to jump to the Client list with that program filter already applied. The card title (and its people icon) opens the full Client list.
Alerts
Your personal triage inbox: alerts you're a notification recipient of, or on the care team for, that you haven't acknowledged yet. The headline counts the unacknowledged alerts and how many clients they span. A set of severity bars — High, Mid, Low — groups them by severity (out of 10); click a bar to filter the list to just that band, click again to clear.
Each row shows the client, a short summary of the alert, how long ago it fired, and a severity chip. Click a row to open the alert in a dialog right on the Dashboard — you can review and acknowledge it without leaving the page. Alerts are grouped one row per survey submission, so a survey that triggered several alerts shows once at its highest severity.
Client Engagement
An engagement score for each active client over the last 30 days, designed to surface who's slipping. The headline counts clients at risk of disengagement. Three bars group the caseload into bands — click a band to list the clients in it; with no band selected, the list shows the clients with the lowest scores first.
The score combines how many assigned surveys a client completed in the window with a penalty for currently-overdue surveys. The bands are Engaged (75–100), At risk (50–74), and Disengaged (0–49). Only clients who had at least one survey assigned in the last 30 days appear — a client with nothing due has no engagement signal to score. Use the (?) help button on the card for the full formula.
Each row shows the client, useful context (overdue count, days since their last completion), and their score chip color-coded to its band. Click a row to open that client's Summary.
Recent Surveys
Every survey completed across your caseload in the last 7 days, newest first, in Client / Survey / When columns. Rows are tinted by alert severity so flagged submissions stand out. Click a row to open the completed survey for review in a dialog. The card's header icon opens the account-level Surveys page on its Completed view for the fuller list.