Getting started
Understanding your dashboard
6 min
๐ understanding your dashboard your eggmed dashboard gives you a real time overview of your schedule, requests that need action, and your appointment history itโs designed to help you focus on whatโs next and what needs your attention dashboard overview when you log in, youโll see your dashboard organized into three main areas active and upcoming sessions items that require your action a complete list of appointments this layout helps you prioritize your day without navigating away active & upcoming at the top of the dashboard, the active & upcoming section highlights whatโs coming next next up shows your nearest upcoming session session details include service type, duration, patient name, and scheduled time click view to open the session details this section helps you quickly prepare for your next appointment action required the action required section shows appointments that need your response this may include reschedule requests from clients pending appointment confirmations requests submitted through the patient portal each item clearly shows the patient name service type and duration requested date and time number of available options, if applicable available actions include view options to review alternative times quick accept to confirm immediately confirm or decline appointment requests this section ensures nothing important is missed rsvp attention needed when clients havenโt responded to appointment requests, they appear under rsvp attention needed from here, you can see which appointments are awaiting a response identify how many clients have not responded send reminders using the remind button this helps you follow up and keep your schedule moving all appointments the all appointments table shows your complete appointment history from this view, you can search by patient or service filter appointments by today past future review appointment details such as date and time patient(s) care team appointment status this table gives you a structured, searchable overview of your schedule your dashboard is built to surface what matters most whatโs next, what needs action, and whatโs already done once your practice is active, this page becomes the control center for your daily workflow

