The ALOHA® dashboard is designed to give you a clear, bird's-eye view of your practice's health while letting you dive deep into the details that matter most. This guide will help you easily customize your layout, track daily visual goals, and connect with your patients in just a few clicks! 🚀
✨ When You Need This Guide
You want to move, add, or remove metric cards to build a personalized dashboard layout.
You need to track daily appointment targets or see how many prospects are moving through your new patient funnel.
You are wondering why your conversion or attendance statistics do not change when you update the main calendar filter.
You want to quickly find out which patients missed a visit today and send them a text without switching tabs.
What This Covers (And What It Doesn't)
✅ What This Covers: Rearranging, adding, and removing dashboard cards, reading the updated visual charts, filtering performance data by specific providers, and using table views to message or call patients directly.
❌ What This Doesn't Cover: Managing patient information in your EHR.
Prerequisites/You'll Need
An active ALOHA account login.
✅ Navigating Your Dashboard
Accessing and Rearranging Your Dashboard Layout
On the left-hand navigation menu, click on the Dashboard icon to open your main metrics overview screen.
Click the pencil icon in the top-right corner of your screen to open up edit mode.
Click and hold down on any chart or metric card to drag and drop it into your preferred spot.
Click the + icon (
) on the top right corner to view/add available layout styles like progress bars, trend lines, or progress circles.
Choose the specific statistic you want to track. If you select a card that requires setup (like a progress bar or trend card), adjust your preferred settings and filters on the customization screen and click Add to Dashboard. If you select a preset card (like Feedback or Reputation), simply click it to automatically add it to your dashboard. (Keep in mind that all new cards always appear in the bottom-left corner of the page).
Hover your mouse over any unwanted card and click the red X icon, then confirm to remove it from your layout.
Reading and Filtering Your Performance Metrics
Global Date Range Selector: Use the dropdown menu in the top-right corner to toggle between This Week, This Month, or This Year. This updates most of your charts at the exact same time.
Appointments Column Chart: Your daily targets show up as a gray container box. As your check-ins grow, the bar fills up and changes to a bright blue color the moment you hit or pass your goal. Click View to inspect the deeper data table.
To set your targets: Hover your mouse over the appointments card, click the gear icon (
)that appears, and input your daily, weekly and monthly goals.
New Patient Conversion Funnel: Tracks New Patients across your workflow (Leads → Scheduled → Attended → Started). Click directly on any funnel block to open up a table view of those exact patients, or click View to look at the full list of leads and see exactly where they are in the process.
Attendance Tracking Progress Bars: Monitor your daily check-ins easily. Missed appointments automatically flag in red, while patients with no future appointments light up in yellow so your front desk can spot and schedule them instantly.
Provider Overview Cards: Hover over a provider overview card and click the Gear Icon (
). Toggle on the Filter by Provider switch and click Save in the pop-up menu.
Use the newly added dropdown menu at the top of the chart to select and isolate stats for a specific practitioner.
Direct Patient Actions: Click on any chart block or summary tile to view its detailed table view. Click on a patient's row to open their activity log (campaigns, messages, calls), and use the inline Send Message or Call buttons to contact them immediately.
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
Changing the global date filter at the top of the page doesn't update my New Patient Conversion or Attendance charts. | These two specific cards use fixed timelines. Conversion tracks rolling day ranges (30, 90, or 180 days), while Attendance focuses tightly on immediate daily check-ins (Today, This Week, or Last Week). | Use the independent filter dropdown settings located directly on those individual cards to toggle their specific time blocks. |
A new metric card I just added is not visible at the top of my page layout. | ALOHA automatically adds all newly created dashboard widgets to the bottom-left corner of the screen. | Scroll to the very bottom of your window, locate the new card, and drag it upward into your preferred layout spot. |
The gray appointment bars aren't turning blue even though the team says we hit our numbers. | The bar colors only update once you reach or exceed the exact number set in your card settings. If the goal is even one appointment higher than your current total, it remains gray. | Hover over the chart, click the gear icon (Card Settings), and check your current target numbers. Lower it if your daily target has changed. |
🎉 You'll Know It's Working When
Your most crucial daily metrics are positioned exactly where your team wants them.
Daily column blocks on your Appointments chart turn bright blue when your office reaches its target numbers.
Your front office staff resolves attendance alerts and messages missing patients directly from the interactive table views without leaving the main screen.
💬 Need Help? We're Here!
If you have questions about your data or need help navigating the dashboard, our team is ready to assist!
📞 Phone: 800-563-0469
📧 Email: support@getaloha.com