Dashboard

The main screen that you see when you log into MedSuite is called the Dashboard.

The first time you log in, you will see your open Payment and Visit batches in the top left portion of the screen.  You may double-click on a batch to go to that Batch List.  On the top right, you'll see your last 10 tasks in the Task Viewer, along with a View Task button and Refresh Task button.  You may double-click on a task to view it or use the View Task button.  After running a new task, it will be displayed at the top of the list, and you may simply click the View Task button to see it.

The bottom portion of the screen displays "Ticklers".

The display in the top portion of the screen may be modified.  In User Maintenance, there is a tab for Dashboard Setup.  By default, all users are set to display the last 10 tasks and their payment/visit batches.  The other option will display a chart.  Currently, it is a chart of the AR for the active practice for the last 5 days.  You may display 2 of the 3 options.  Your system administrator can make these changes for you.

A "slider bar" in the middle of the screen allows the top and bottom portions to be expanded or shrunken.  Move the mouse to the middle of the screen until it forms cross-hairs.  Then click and drag the slider bar up or down to display more of the Tickler portion of the screen or more of the top portion of the screen.

As you open patient ledgers, payment screens, etc., color-coded tabs corresponding to the practice colors will be displayed at the bottom of the screen for each window that you have opened.  You may click on the different tabs to go to the different screens, or use the CTRL+PageUp or CTRL+PageDown functions to move between them.  Click on the Dashboard tab to go back to the main screen, or use the keyboard shortcut CTRL+D.

Each of the tabbed screens has a CLOSE button at the bottom right.  Clicking it will close that screen.  The keyboard shortcut to Close is CTRL+E (as in Exit).  Learning the shortcut keys will enable you to navigate the screens faster than utilizing the mouse alone.