Help Center Membership Management: The Dashboard
Membership Management: The Dashboard
The Membership Management Dashboard: the membership cards, the Needs attention work list, row buttons, the reorder pane, the morning brief and daily e-mail.
The Dashboard: overview and words used
What the Membership Management Dashboard shows after you sign in: membership counts matched to your EMR, the work that needs someone today, and the words used.
The page from top to bottom
Everything on the Membership Management Dashboard in the order you see it: the date heading, the demo clinic banner, the Get started panel and the card rows.
How a card works
How a Membership Management Dashboard card works: the number, the name, the colors, the hover note, clicking to open its list, and cards that hide at zero.
When do the numbers change?
When the numbers on the Membership Management Dashboard change: the morning EMR sync, hourly checks, page loads and the actions that update a count at once.
The Memberships row
The Memberships row on the Membership Management Dashboard: Current, Active, Suspended, Payment failed, Frozen, Past due and patients without a membership.
The Needs attention row
The Needs attention row on the Membership Management Dashboard: overdue reorders, reorders due soon, prescriptions awaiting approval, follow-ups and more.
The list panel (under the cards)
The list panel under the Membership Management Dashboard cards: search and filters, the columns, the order-status chip and how the list reloads after an action.
Row buttons
The buttons on a Membership Management Dashboard row: Delete, Archive, Mark as ordered and the rest, what each does, its confirm box and the permission needed.
The reorder pane
The reorder pane on the Membership Management Dashboard: click a row's order-status chip to prepare, approve, send or mark a reorder without leaving the page.
Arrange tiles (your own layout)
Arrange tiles on the Membership Management Dashboard: move and hide cards for your own view, saved to your login, and Reset to default to put them back.
Turning cards on and off for the whole clinic
Admin → Settings → Dashboard cards in Membership Management: switching a card off for the whole clinic, and hide at zero, which hides a card until it has work.
The Morning brief
The Morning brief on the Membership Management Dashboard: a short AI-written summary built from counts only, which plans include it, and what the AI never sees.
Daily summary e-mail and team chat post
The daily summary e-mail and team chat post from Membership Management: counts only, never patient details, who gets it, when it is sent and how to turn it on.
Why don't the numbers match my EMR?
Why Membership Management Dashboard counts can differ from your EMR: sync timing, memberships added by hand, archived patients, and how each count is defined.
Questions people ask
Answers to common Membership Management Dashboard questions: getting around, missing or extra cards, numbers, row buttons, the reorder pane and the brief.