---
title: Dashboard Overview
description: "The screenshot below shows what you'll see once you're logged into the system. This documentation walks you through what each element means and how to navigate the application effectively. For details on specific features, use the navigation bar on the…"
url: "https://ileralife.com/docs/dashboard-overview/"
updated: "2026-07-23"
category: Ilera OutPatient EHR / Clinicians Guide / Dashboard
---

# Dashboard Overview

The screenshot below shows what you'll see once you're logged into the system. This documentation walks you through what each element means and how to navigate the application effectively.

For details on specific features, use the navigation bar on the left, which is organized by topic.

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-14-12-27-26-1024x486.png)

This documentation breaks down each part of the screen so you understand what it means and how to use it.

 **Header**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-23-14-03-58-1024x78.png)

The image above shows the header, which is divided into two parts:

**Greeting**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-15-31-28.png)

Displays the logo followed by a welcome message and the name of the logged-in user, with the date and time of login shown below it.

**Login info**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-10-18-00-08.png)

Displays more details about the logged-in user:

- **Branch** the user is logged in from
- **Full name** of the user
- **Hospital name**
- **Access type**

    **Sidebar / Navigation**

The sidebar/navigation is divided into three parts:

**Dashboard Pages / Navigation**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-10-21-24-13.png)

Displays links to the different pages, with the active link highlighted in green.

**Help and Resources**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-10-22-18-19.png)

Here we have the **Help** button and the **Documentation** button:

- **Help**: takes you to a page where you can raise tickets for bugs, malfunctions, updates, or feature requests. [Click here for more details.](https://ileralife.com/docs/ticketing-overview/)
- **Documentation**: takes you to this documentation. [Click here.](https://ileralife.com/docs/)

**App Logo and Toggle Button**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-10-21-30-54.png)

This section contains the software logo and the menu/navigation toggle button.

*What does the toggle button do?* The image below gives you a clearer look at it.

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-10-22-02-12.png)

Clicking this button collapses the entire menu into icons only, giving you more space for the dashboard data. The image shows what the sidebar looks like when collapsed.

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-15-40-14.png)

**Notifications**

 This icon indicates a notification in a specific area; such as appointments, patients, or consultations. When you see it, it's a signal that something in that area needs your attention.

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-10-22-00-24.png)

      **Dashboard panel**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-15-49-36-1024x78.png)

---

The image above shows the page/screen title on the left, and two buttons on the right:

**[New Patient](https://ileralife.com/docs/create-a-patient/):** Takes you to the patient page, where you fill in the necessary details to register a new patient into the system. [Click here](https://ileralife.com/docs/create-a-patient/) for more details on how it works.

**[New Appointment](https://ileralife.com/docs/appointment-overview/):** Triggers the pop-up below, allowing you to create a new appointment based on certain criteria. *Note: this can only be done from this page if the criteria are met.* [Click here](https://ileralife.com/docs/appointment-overview/) for more details.

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-15-58-28.png)

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-16-04-26.png)

**Appointment:** This card displays the total number of appointments for the day (on the left) and the month (on the right). [Click here for more details.](https://ileralife.com/docs/appointment-overview/)

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-16-34-51.png)

**Inventory**: This card displays the most dispensed item from the inventory for the day (on the left), and the total number of that item dispensed (on the right). [Click here for more details.](https://ileralife.com/docs/ticketing-overview/)

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-16-08-18.png)

**Patients**: This card displays the total number of patients that have visited for the day (on the left) and the month (on the right). [Click here for more details.](https://ileralife.com/docs/ticketing-overview/)

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-16-34-17.png)

**Test**: This card displays the total number of tests booked for the day (on the left), and the most occurring test type on the right. [Click here for more details.](https://ileralife.com/docs/ticketing-overview/)

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-15-16-35-35.png)

---

**Billing:** This card contains the billing summary for both appointments and income status. The descriptions on each segment of the card explain what's being displayed. [Click here](#) for more details on billings and income statements.

  **Footer**

![](https://ileralife.com/wp-content/uploads/2026/06/Screenshot-from-2026-07-14-12-35-41-1024x61.png)
