The Dashboard provides the administrator with an overview of their organization's activity, giving them an opportunity to identify and implement easy document workflow improvements. When the administrator logs in, the Dashboard will be the default view. The dashboard automatically refreshes every 5 minutes.

The Quick Action Buttons displayed on the top of the dashboard provide you with a snapshot of getting your instance configured and then optimized for sending and receiving of patient documentation, allowing you to centralize all document exchange in your organization. In addition, once you have configured your instance, the Get Started Quick Action Button will switch to New Features and Updates, providing you up-to-date information on the latest features and updates released in the product!

The Get Started Quick Action Button walks you through the required steps to configure your instance. Check each item off of the list as you work your way through the setup. Once all items have been checked, the Setup complete button will be activated. Select the Getting started checklist link below the button to access this list.

The Receive Quick Action Button walks you through the available document sources that can be configured in your instance for centralizing the receipt of patient documentation into Intake. Each section expands to provide ways to leverage the system to optimize receiving. Select the Optimize receiving link below the button to access this page.

The Send Quick Action Button walks you through the available send methods that can be configured in your instance for centralizing the sending and release of patient documentation from your instance. Each section expands to provide ways to leverage the system to optimize release. Select the Optimize sending link below the button to access this page.

The Build Your Network Quick Action Button gives you immediate access to sending a Consensus invitation to other providers and organizations with whom you frequently exchange patient documentation. Invite them to sign up for Consensus and start exchanging with them electronically and securely! Select the Send an invite link below the button to access this form.

Notifications or alerts will appear below the Quick Action buttons and will display important information regarding system maintenance and product enhancements. These can also be found by selecting the Notifications icon in the upper right-hand corner and selecting the Alerts tab. There are three types of alerts. They will be displayed with a different background color depending on the type of alert. The alerts and their background color are as follows:

An important alert will also be indicated on the left hand menu by showing the number of current important alerts.

NOTE: If an entire message is not visible, this will be indicated by an ellipsis (…). Click on the text to expand the message box.

Message Statistics show the administrator a summary of all of the sent, received and failed messages, from any activated Document Source, for your organization within the last 14 days. Statistics show:

NOTE: All message events related to messages sent and received by your organization can also be found under Notifications on the Message Events tab.

Recent Activity includes a listing of all of your recent Release activity and the status of each Release.  This includes all activity across all users of your organization within the last 24 hours and provides “at a glance” detail of the date, subject, and the To and From addresses or fax numbers.  The status column displays a message status of sending, delivered, forwarded, replied, received, failed if there was a message failure from the system, or bounced if there was an error in transmission of the message to the designated address.

You will quickly find that the Dashboard is an easy and effective way to get a snapshot of your organization's activity.

The Recent Activity grid also includes a Recent Activity Report.  This can be found by selecting the icon on the right.  Download a report, filtered by date, to show all message activity for your organization.  Use this report for improving workflows in your organization or for Meaningful Use attestation.