When You’ll Use This Article
Log in and get oriented
Understand what appears on the first screen
Navigate to role-specific workflows
Find help articles or support options quickly
Overview
When you log in to RESTORE-Insights, you’ll land on your Dashboard. This is your central workspace where you’ll see your day, your tasks, and key tools based on your role.
This article gives you a simple starting point and directs you to the right areas for your job—whether you’re a Therapist, Assistant, or DOR.
What You’ll See First
When logging in, you will see:
Dashboard Overview — Daily summary, schedule, and key items
Navigation Bar — Access to Scheduling, Documentation, Patients, and Reporting
Clock In/Out (if enabled for your organization)
Intercom Support (FIN + Live Chat) — Bottom-left corner
Each role will see different tools and permissions. Use the links below to jump into the workflows that match your responsibilities.
Where to Go Next
Use these articles to get oriented quickly:
Getting Started
Logging In, User Roles & Permissions
Navigating the Dashboard
Clock In/Out + Productivity Basics
Using Intercom Support (FIN + Live Chat)
Therapist Workflows
Therapist Dashboard
Daily Schedule
Daily Notes
Progress Notes
Bulk Sign for Therapists
Assistant Workflows
Assistant Dashboard
Daily Notes for Assistants
Sign-Off Workflow
Scheduling (What Assistants Can/Can’t Do)
DOR Workflows
My Day (DOR View)
Docs Due List
Bulk Signature
Monthly Closeout Overview
Managing Labor & Productivity
Support & Self-Help Resources
If you need help at any time:
Click the purple Intercom icon in the bottom-left corner
Ask Insights, your built-in AI support assistant
Or reach a live support agent (available 7 days a week)
Open how-to articles directly from the same panel
Please reach out via the purple chat button in RESTORE-Insights if you need any further assistance!