Reading the Dashboard

Note

This article relates to both the TM2 and TM3 versions of the desktop software.

This guide will show you how to read the dashboard within TM2.

TM2 has a built-in Dashboard that will give you an overview of important statistics within the clinic.

To access this

Statistical Graphs

The dashboard has a number of graphs that will give you a statistical overview of the clinic.

Practice Expenditure

This graph will give you an overview of the expenditure occurring within the clinic.

Appointment Profile

This graph will give you an overview of the total appointments over the space of a past month.

Practice Income

This graph will give you an overview of the total income within the clinic over the space of the past month.

Patient Registrations

This graph will give you an overview of the total patient registrations within the clinic over the space of the past month.

The dashboard will also give you a general overview of the tasks within the clinic.

Tasks to be Completed this Week

This will show you the number of tasks that are assigned to your username over the next week.

Overdue Tasks

This will show you the number of overdue tasks that are yet to be completed.

Number of Stock Items at Minimum

This will show you the number of physical stock items that need to be re-ordered.

Number of Overdue Invoices

This will show you the number of Invoices that are still awaiting payment.

Non-Actioned Appointments

This will show you the number of Appointments that are yet to be actioned within the clinic.