The Dashboard

Dashboard is where Veterian opens. Here's what's happening with your clinic today.

It is a starting point rather than a place to work: everything on it is a shortcut into the screen that actually holds the record.

Where to Find This Section

Dashboard in the left menu, and the page you land on after signing in.

The Four Counters

Along the top sit the numbers that decide whether today needs anything from you.

Dashboard

Today's Appointments

Active Visits

Critical Stock Warning

Expiring Invoices

Counter	What it is telling you
Today's Appointments	How many patients are booked today
Active Visits	How many visits are open right now, not yet completed
Critical Stock Warning	Products that have fallen to or below their critical stock limit
Expiring Invoices	Invoices that have passed their due date and are still unpaid

Active Visits is the one to watch during the day. A visit still open at closing time is usually one nobody checked out, and an uncompleted visit has no invoice. See Record a visit.

Today’s Lists

Two cards fill in the detail behind the first two counters:

• Today's Appointments lists the day’s bookings with the Customer, Pet, Duration and Status.
• Active Visits lists visits under way, with the Veterinarian / Staff and where each has got to.

Both are read-only summaries. To move a patient through the day, use The Flowboard, which is built for exactly that.

Vaccine Status

Vaccine Status groups the clinic’s vaccinations by when they are due — Today, This Week, Next Week and Overdue — each split into To Do and Done.

Overdue is the number that matters. It is the backlog, and it only shrinks if someone works it. See Client follow-ups for sending the whole list a reminder at once.

Product Stock Status

Product Stock Status is the early warning: Zero Stock and Below Critical counts against Total Products. View All opens the full picture in Reports.

A product only appears here if stock tracking is on and it has a critical limit set. If a product you expect to see is missing, that is the reason. See Set up products and services.

Notification Health

If messages failed today, the dashboard says so rather than leaving you to find out from a client: There is an issue with notification delivery.

Note

Delivery errors may occur due to invalid contact information, unreachable numbers, or service provider issues. So the usual cause is a wrong number or address on one client record, not a fault across the clinic. See Notification settings.

Quick Actions

The shortcuts cover the records a clinic creates most often — New Appointment, New Customer, New Pet, New Invoice, New Payment, New Expense, New Product — plus Clinic Statistics.

They open the same forms as the left menu. They save a click, nothing more, so use whichever you find faster.

The Setup Checklist

A new clinic sees a checklist on the dashboard instead: billing info, visit types, a first customer and pet, a product, an appointment, and finally a visit checked in and out — Complete your first visit with invoice — Experience the full workflow!

It disappears as you complete the steps, and Your first week on Veterian is the same path written out, in the order the records depend on each other.

Caution

Dismiss hides the checklist for good: Are you sure you want to hide the onboarding checklist? Once dismissed, it will not appear again. Nothing is lost — the steps are ordinary screens you can still reach — but the checklist itself does not come back.

Related

• Your first week on Veterian — the setup path the checklist follows
• The Flowboard — where the clinic day is actually run
• Reports — the numbers behind the counters