How to Use the Care Dashboard

Step 1: Navigate to Care Dashboard

You can start by logging in to your Pabau account using your login credentials. Expand the ''Clients'' tab on the left sidebar menu to access the ''Care'' page. 

Step 2: Overview of the Care Dashboard

Once you open the Care dashboard, you’ll see a clear layout designed to give you both a quick snapshot and a detailed breakdown of patient form activity. The dashboard is organized into three main sections, lets look at each in more detail. 

Form Progress Overview

At the top of the dashboard, you’ll find tiles that summarize how your clinic is doing with form completion:

• Sent To – How many clients have received a form.

• Completed – Forms that have been fully completed.

• To be completed – Forms still in progress.

• Not completed – Forms sent but not filled in.

Each tile also shows percentages and progress bars, giving you a quick way to track completion trends at a glance.

Filters and Search Options

Directly under the progress section, you can refine your view using:

• Date range filter – Select the timeframe you want to review (e.g., today, last week, last month).

• Location filter – Narrow down requests by clinic location or include all locations.

• Search clients – Type a client’s name to quickly find their form requests.

Form Requests Table

The lower part of the dashboard contains a table with full details of every form request. Columns include:

• Client Name – The patient’s name.

• Forms – The form that has been sent to the client

• Appointment date and time – The scheduled appointment linked to the form.

• Service – The service booked for that appointment.

• Request date – When the form was originally sent.

• Completed – Number of forms completed.

• Status – Whether the form is completed, in progress, or not completed.

• Alerts – Highlights important issues you need to be aware of, such as an overdue or incomplete form, so you can follow up with the client before their appointment.

This table gives you complete visibility into each patient’s form activity, so you can follow up if needed.

By using the Care dashboard, your clinic can streamline form management, stay on top of requests, and ensure a smoother experience for both staff and patients.