{"id":137,"date":"2024-05-07T23:05:49","date_gmt":"2024-05-08T04:05:49","guid":{"rendered":"https:\/\/help2.ismartoffice.ai\/?post_type=docs&p=137"},"modified":"2024-05-28T05:11:03","modified_gmt":"2024-05-28T10:11:03","password":"","slug":"dashboard","status":"publish","type":"docs","link":"https:\/\/help.ismartoffice.ai\/?docs=dashboard","title":{"rendered":"Dashboard"},"content":{"rendered":"\n

Dashboard Overview<\/h3>\n\n\n\n

As General Manager you can easily view and respond to upcoming appointment requests and existing schedules on this page.

1. All upcoming appointment requested will be listed under Upcoming Appointment Request on the left side of the page
2. All existing schedule will be reflected on the Existing Schedule calendar on the right side of the page
3. There is a Patient Schedule, Doctor Schedule, and Assistant Schedule on the Existing Schedule calendar
4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view<\/p>\n\n\n\n

Below is the default dashboard page of the General Manager role on iSmartOffice\u2122\u00a0Clinic Web.<\/p>\n\n\n\n

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Manage Appointment<\/h3>\n\n\n\n

Understanding Appointment Status<\/h3>\n\n\n\n

iSmartOffice\u2122\u00a0Clinic Web divides patient appointments into 5 statuses: Requested, Accepted, Confirmed, Completed appointment, and Declined appointment. And it’s represented on the Dashboard page. Declined\/Canceled appointments won’t be shown on the calendar.<\/p>\n\n\n\n

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Requested Appointment<\/h3>\n\n\n\n
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1. Requested appointment is an appointment that has been requested by the patient using iSmartOffice\u2122\u00a0Patient Web & Mobile apps
2. It will be listed under the Upcoming Appointment Request list on the left side of the page
3. Clinic will receive an appointment request email every time a patient request an appointment
4. Clinic need to accept or decline the appointment on this page<\/p>\n\n\n\n

Accepted Appointment<\/h3>\n\n\n\n
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1. Accepted appointment is an appointment request that has been accepted by clinic. It will be listed under the Existing Schedule calendar on the right side of the page
3. Accepted appointment represented as a Green color block on the calendar
4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view
5. Clinic need to confirm the arrival of the patient later<\/p>\n\n\n\n

Confirmed Appointment<\/h3>\n\n\n\n
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1. Confirmed appointment is an accepted appointment that has been confirmed by the clinic. The patient arrives at the appointment time
2. It will be listed under the Existing Schedule calendar on the right side of the page
3. Confirmed appointment represented as Light Blue color block on the calendar
4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view
5. Clinic need to make complete the appointment status later<\/p>\n\n\n\n

Completed Appointment<\/h3>\n\n\n\n
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1. Completed appointment is a confirmed appointment that has been completed by the clinic. The appointment has been completed
2. It will be listed under the Existing Schedule calendar on the right side of the page
3. Completed appointment represented as Purple color block on the calendar
4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view
5. Clinic is waiting for patients to review their appointment experience that has been completed. The clinic will receive email notifications about patient reviews. And need to review back the patient \ud83d\ude42<\/p>\n\n\n\n

Declined\/Canceled Appointment<\/h3>\n\n\n\n

1. There are several possibilities appointment is Declined\/Canceled
2. Clinic can manually decline the Requested appointment. iSmartOffice\u2122\u00a0Clinic Web will send a notification email to the patient and clinic
3. Patient can cancel Requested & Accepted appointment using their iSmartOffice\u2122\u00a0Clinic Web & Mobile apps. iSmartOffice\u2122\u00a0Clinic will send a notification email to the clinic and patient
4. Declined\/Canceled appointments will not be listed on this page. iSmartOffice\u2122\u00a0Clinic Web will record this as a patient appointment history. The record will be summarized on their next appointment (For now the record available only on iSmartOffice\u2122\u00a0Clinic Mobile)<\/p>\n\n\n\n

Accept\/Decline Requested Appointment<\/h2>\n\n\n\n
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1. Once the clinic receives an appointment request email, go to the Dashboard page and check the Upcoming Appointment Request list on the left side of the page. All appointment with Requested status will be listed on that list
2. Make sure you have chosen the right active clinic
3. Click the Decline button on the selected appointment request to reject. It will send an email notification to the patient and the clinic
4. Click the Accept button on the selected appointment request to accept. It will send an email notification to the patient and clinic and change appointment status to Accepted appointment<\/p>\n\n\n\n

Confirmation of Patient Arrival<\/h2>\n\n\n\n
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1. After receiving appointment acceptance, the patient will come to the clinic at the appointment time. The clinic needs to confirm the arrival of the patient
2. Go to the Dashboard page and check for the Accepted appointment under the Existing Schedule calendar on the right side of the page
3. Make sure you have chosen the right active clinic
4. Look for the Accepted appointment and click on it to open an Appointment Detail window<\/p>\n\n\n\n

5. Click the Close button to close the Appointment Detail window to close the window and back to the previous page
6. Click the Cancel Appointment button to cancel the appointment. It will send a cancellation email to the patient and clinic
7. Click the Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to the patient and clinic
8. Click the Confirm Appointment button to confirm the arrival of the patient and change appointment status to Confirmed<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Completing the Appointment<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n


1. Clinic need to change appointment status from Confirmed to Completed after the patient has finished their appointment
2. Go to the Dashboard page and check for the Confirmed appointment under the Existing Schedule calendar on the right side of the page
3. Make sure you have chosen the right active clinic
4. Look for the Confirmed appointment and click on it to open an Appointment Detail window
5. Click the Close button to close the Appointment Detail window to close the window and back to the previous page
6. Click the Cancel Appointment button to cancel the appointment. It will send a cancellation email to the patient and clinic
7. Click the Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to the patient and clinic<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

Dashboard Overview As General Manager you can easily view and respond to upcoming appointment requests and existing schedules on this page. 1. All upcoming appointment requested will be listed under Upcoming Appointment Request on the left side of the page2. All existing schedule will be reflected on the Existing Schedule calendar on the right side of the page3. There is a Patient Schedule, Doctor Schedule, and Assistant Schedule on the Existing Schedule calendar4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view Below is the default dashboard page of the General Manager role on iSmartOffice\u2122\u00a0Clinic Web. Manage Appointment Understanding Appointment Status iSmartOffice\u2122\u00a0Clinic Web divides patient appointments into 5 statuses: Requested, Accepted, Confirmed, Completed appointment, and Declined appointment. And it’s represented on the Dashboard page. Declined\/Canceled appointments won’t be shown on the calendar. Requested Appointment 1. Requested appointment is an appointment that has been requested by the patient using iSmartOffice\u2122\u00a0Patient Web & Mobile apps2. It will be listed under the Upcoming Appointment Request list on the left side of the page3. Clinic will receive an appointment request email every time a patient request an appointment4. Clinic need to accept or decline the appointment on this page Accepted Appointment 1. Accepted appointment is an appointment request that has been accepted by clinic. It will be listed under the Existing Schedule calendar on the right side of the page3. Accepted appointment represented as a Green color block on the calendar4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view5. Clinic need to confirm the arrival of the patient later Confirmed Appointment 1. Confirmed appointment is an accepted appointment that has been confirmed by the clinic. The patient arrives at the appointment time2. It will be listed under the Existing Schedule calendar on the right side of the page3. Confirmed appointment represented as Light Blue color block on the calendar4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view5. Clinic need to make complete the appointment status later Completed Appointment 1. Completed appointment is a confirmed appointment that has been completed by the clinic. The appointment has been completed2. It will be listed under the Existing Schedule calendar on the right side of the page3. Completed appointment represented as Purple color block on the calendar4. The calendar view can be changed as a day, week, or month view. Click on the “month | week | day” tab on the calendar to change the view5. Clinic is waiting for patients to review their appointment experience that has been completed. The clinic will receive email notifications about patient reviews. And need to review back the patient \ud83d\ude42 Declined\/Canceled Appointment 1. There are several possibilities appointment is Declined\/Canceled2. Clinic can manually decline the Requested appointment. iSmartOffice\u2122\u00a0Clinic Web will send a notification email to the patient and clinic3. Patient can cancel Requested & Accepted appointment using their iSmartOffice\u2122\u00a0Clinic Web & Mobile apps. iSmartOffice\u2122\u00a0Clinic will send a notification email to the clinic and patient4. Declined\/Canceled appointments will not be listed on this page. iSmartOffice\u2122\u00a0Clinic Web will record this as a patient appointment history. The record will be summarized on their next appointment (For now the record available only on iSmartOffice\u2122\u00a0Clinic Mobile) Accept\/Decline Requested Appointment 1. Once the clinic receives an appointment request email, go to the Dashboard page and check the Upcoming Appointment Request list on the left side of the page. All appointment with Requested status will be listed on that list2. Make sure you have chosen the right active clinic3. Click the Decline button on the selected appointment request to reject. It will send an email notification to the patient and the clinic4. Click the Accept button on the selected appointment request to accept. It will send an email notification to the patient and clinic and change appointment status to Accepted appointment Confirmation of Patient Arrival 1. After receiving appointment acceptance, the patient will come to the clinic at the appointment time. The clinic needs to confirm the arrival of the patient2. Go to the Dashboard page and check for the Accepted appointment under the Existing Schedule calendar on the right side of the page3. Make sure you have chosen the right active clinic4. Look for the Accepted appointment and click on it to open an Appointment Detail window 5. Click the Close button to close the Appointment Detail window to close the window and back to the previous page6. Click the Cancel Appointment button to cancel the appointment. It will send a cancellation email to the patient and clinic7. Click the Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to the patient and clinic8. Click the Confirm Appointment button to confirm the arrival of the patient and change appointment status to Confirmed Completing the Appointment 1. Clinic need to change appointment status from Confirmed to Completed after the patient has finished their appointment2. Go to the Dashboard page and check for the Confirmed appointment under the Existing Schedule calendar on the right side of the page3. Make sure you have chosen the right active clinic4. Look for the Confirmed appointment and click on it to open an Appointment Detail window5. Click the Close button to close the Appointment Detail window to close the window and back to the previous page6. Click the Cancel Appointment button to cancel the appointment. It will send a cancellation email to the patient and clinic7. Click the Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to the patient and clinic<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[18],"doc_tag":[],"class_list":["post-137","docs","type-docs","status-publish","hentry","doc_category-general-manager-role","entry"],"year_month":"2026-04","word_count":976,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"administrator","author_nicename":"administrator","author_url":"https:\/\/help.ismartoffice.ai\/?author=1"},"doc_category_info":[{"term_name":"General Manager Role","term_url":"https:\/\/help.ismartoffice.ai\/?doc_category=general-manager-role"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/137","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=137"}],"version-history":[{"count":3,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/137\/revisions"}],"predecessor-version":[{"id":775,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/137\/revisions\/775"}],"wp:attachment":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=137"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=137"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}