PracticeQ Dashboard

The PracticeQ Dashboard provides a starting place for all daily workflows. The dashboard is fully customizable; each staff member can choose the widgets they want to see and how they want to see them.

About the Dashboard

Each PracticeQ user manages their own dashboard.
Admin-Only accounts do not have the customizable dashboard view.
Existing role permissions apply to the dashboard library. Each user's viewing options will vary based on their granted permissions.
Choose to have the dashboard display upon login under More → Settings, in the Settings tab.

Set Up Your Dashboard

PracticeQ's dashboard is flexible and customizable; it displays the info you want to see, where you want to see it.

Click the Edit Dashboard button on the top right of the screen.
Click Dashboard Library... to see the widgets available to your role.
Click + Add to Dashboard to add widgets.
While in Edit mode, click and drag to move and resize the widgets.
The gray boxes show you the grid structure and help with alignment, sizing, and placement.
Pro tip: Zoom out on the screen (Command or Control + -/+) while editing to have more space to rearrange widgets.
Return to the default view by clicking the gear wheel icon → Reset to Default.
The dashboard is designed to give you enough space to view your information, but it does not currently auto-adjust to your screen size. Click the Fit to Screen option to easily fit the visible widgets to your screen width. Note: This will align each width to the same width and height; it will remove any custom layout you may have created.
When you are happy with the layout, click the green Save Layout button.

Dashboard on Mobile

On your mobile device, the widgets will display in a responsive one-column view.
You cannot edit the dashboard while in the one-column view.

Refresh your Dashboard Widgets

Dashboard widgets automatically refresh every five minutes.
Refresh a widget manually by clicking the refresh icon in the bottom right corner.

PracticeQ Base Widgets

These dashboard widgets give "at-a-glance" insight into the many existing tools we have to aid in your workflows. This will save you time by having a single place to find the information you need to get started!

Read Available Dashboard Widgets to see your options.

Please reach out to hello@intakeq.com if you have questions or issues.