The Dashboard provides Administrators with an overview of their organization's activity, and helps identify and implement document workflow improvements. When the Administrator logs in, the Dashboard will be the default view. The dashboard refreshes every 5 minutes.

The Tiles displayed at top of the dashboard are designed to help you configure and optimize your instance for sending and receiving patient documents, and centralize all document exchange in your organization.

When you click the arrow under the "Get Started" tile we'll guide you through required steps to configure your instance. Check each item off as you work your way through the list. Once all items are checked, the Setup complete button will be activated. Once your instance is configured, the Get Started tile will switch to New Features and Updates, providing you details on the latest features!

When you click the arrow under the "Receive" tile, you'll find 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. Click the arrow following Optimize receiving to access this page.

The "Send" content 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" tile gives you access to send an invitation to other providers and organizations with whom you frequently exchange patient documentation. Invite them to sign up for Consensus eFax Unite and start exchanging with them electronically and securely! Select the Send an invite link below the button to access this form.

Alerts will appear below the Quick Action Tiles and display important details regarding system maintenance and product updates. 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 a summary of all sent, received and failed messages, from any activated Document Source, for your organization within the last 14 days. Details will 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 list of all your recent Release activity and the status of each Release. This includes activity across all users of your organization within the last 24 hours and provides details which include 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.

The Dashboard provides 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.