Home and shifts
Home presents the active shift, its activity feed, and shortcuts for current clinical work.
Confirm the active shift
The date and workplace appear below Dashboard.
- Click the date to review your shifts, return to a previous shift, or create a new one.
- Click the workplace to open your profile and change the active shift's location.
Create a shift
- Click the shift date or the New shift quick action.
- Choose New shift.
- Select a workplace. You may also continue without one.
Creating a shift does not delete the previous one. You can return to another shift from the list.
warning
You can delete an earlier shift, but not the active one. Deleting a shift permanently removes its associated patient information and billing.
Activity feed
The feed combines the shift's patients, notes, and forms. You can:
- filter by Patients, Notes, or Forms;
- search for a patient by name;
- sort by creation or modification date;
- choose Detailed or Compact display;
- refresh the feed;
- open, edit, or delete an item as available.
Quick actions
| Action | Result |
|---|---|
| New patient | Creates an empty record and opens its Details tab |
| Add note | Lets you select a patient and type before dictating |
| New shift | Opens shift creation and workplace selection |
| Billing | Opens the active shift's report |
Track the day
The right column shows To bill patients, shift statistics, and missing profile steps. Click a patient to open their Billing tab directly.
Mobile feature
Importing several patients from a photo is available in the mobile app.