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 navigate your data so you can boost performance and stay connected with your patients. 🚀
✨ When You Need This Guide
You want to see how many new patients started care this week.
You need to check your front desk "Show Rate" or "Reactivation" numbers.
You are looking for a quick summary of your billing and collections.
You want to see which leads turned into scheduled appointments.
What This Covers (And What It Doesn't)
✅ Covers: Navigating the Summary and Detailed views, understanding card metrics, and using quick action buttons.
❌ Doesn't Cover: Creating custom reports or saving personalized dashboard layouts (these features are coming soon in Phase 2!).
Prerequisites/You'll Need
An active ALOHA account login.
Access to the "Dashboard" tab on your left-hand sidebar.
Note: Billing metrics are currently available only for ChiroTouch server users.
✅ Navigating Your Dashboard
Access the Dashboard: On the left-hand navigation menu, click on the Dashboard icon (the small graph icon) to open your Office Summary.
Review the Summary View: Glance at the "cards" on the main screen. These provide a quick overview of areas like Appointments, New Patient Conversion, and Reputation.
Drill Down for Details: To see the data behind a specific metric, click the "View More" link at the bottom right of any card. This opens the Detailed View, showing you a full data table.
Take Quick Action: Within the Detailed Views, look for Quick Action buttons. These allow you to message patients or update statuses instantly based on the insights you've found.
Filter Your Data: Use the dropdown menus in the top right corner of individual cards (e.g., "This week," "Today," or "Last 30 days") to change the timeframe you are viewing.
Track the Patient Journey: Use the New Patient Conversion funnel to see exactly where leads are dropping off from initial lead status to their first started appointment.
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
The Billing card is empty or missing. | Billing metrics are currently limited to ChiroTouch server users. | Check your integration settings or contact support to see if your system is compatible. |
My "Show Rate" looks lower than expected. | This metric tracks "Attended" vs. "Scheduled" appointments for the selected timeframe. | Click "View More" on the Front Desk card to see exactly which patients missed their visits. |
🎉 You'll Know It's Working When:
You can see a visual "funnel" of your new patient leads.
You can toggle between "Summary" and "Detailed" views for your practice stats.
💬 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