The Coviu Dashboard

This article displays and describes some of the main features on the Coviu Dashboard.

Last updated: Aug 2021

Note: This article covers the Dashboard as seen in all our plans.

On this page:

  1. What is the Dashboard?
  2. The Starter and Professional plan Dashboard.
  3. The Clinic and Enterprise plan Dashboard.
  4. The Dashboard for account Administrators.
  5. More Support options.

What is the Dashboard?

The Dashboard is generally the place you will land when you log in to Coviu. It provides you with access to a number of features and functions and will also give you access to your clients/patients via the Waiting Area if you are on the Clinic plan or your organisation has chosen an Enterprise plan.

The Coviu Dashboard will look a little different depending on the plan your organisation has chosen and also your role.

Click here to determine which plan you are on. Otherwise, read on.


The Starter and Professional Plan Dashboard

The below screen capture represents a Dashboard for the Starter and Professional plans. Note the teal badge toward the top of the screen stating "PROFESSIONAL". This indicates the plan you are on.

In my example, I have landed at my User Room. I can also see my role type under my profile name in the top right corner. Team Admin indicates I am an Administrator for this account which means I will have access to some extra configuration menus on the left hand side. If your role shows you are a Team Member, you won't have access to the following menus:

  • BILLING+PLAN
  • CONFIGURE
  • APPS


The Clinic and Enterprise Plan Dashboard

Note the teal badge toward the top of the screen stating "CLINIC". This indicates the plan you are on. I can also see my role type under my profile name in the top right corner. Team Admin indicates I am an Administrator for this account which means I will have access to some extra configuration menus on the left hand side. 

If your role shows you are a Team Member, you won't have access to the following menus:

  • BILLING+PLAN
  • CONFIGURE
  • APPS

In my example, I have landed on the Waiting Area showing two patients/client who are Waiting to be seen. 


Extra Feature Explanations:

 


The Dashboard for Account Administrators

If your role is that of Team Admin (or account administrator), then you will have access to a few more menu options on the left hand side. You can check your role by looking at your profile name on the top right corner. If it states TEAM ADMIN underneath, then you are an account Administrator (an account can have more than one administrator). If it states TEAM MEMBER, then this section does not apply to you.

As an administrator, you have the capacity to make changes to your account. I recommend starting with the below linked help articles to learn more about the following menus you have access to:


More Support Options 

You have completed another Coviu help article. You now know the main features of the Dashboard for your plan.

If this is not what you were looking for, explore our knowledge base and search for another article from here.

If you still require any assistance, please do not hesitate to get in touch with our friendly Customer Success team using any of the contact methods available here.

 

Author: KM