Clinic dashboard

Entry page for the reports area. Executive view with the key indicators a clinic owner or manager needs, all filterable by date range — except the metrics marked as point-in-time.

At a glance

• Hero row (4 tiles). Cash collected, patient credit balance, total production, and a payment-method breakdown.
• Charts row. Collections over time (with refunds overlaid) and production by doctor.
• Operations row. New patients, no-show rate, and average collected ticket.
• Attention. Aging receivables grouped by age (0-30 / 31-60 / 61-90 / 90+).
• Drilldown. Cards linking to the detailed billing, budgets and agenda pages — the previous navigation flow is preserved.

Date-range filter

• Single Period filter pinned to the top of the page.
• Default range is the current month.
• Presets: today, last 7, last 30, this month, this quarter, this year.
• The range is persisted in the URL (?from=…&to=…) so a manager can bookmark a period.

Point-in-time metrics

Two tiles do not change with the filter: they show the current state of the clinic.

• Patient credit balance — money paid in advance by patients not yet allocated to budgets or invoices.
• Aging receivables — outstanding debt grouped by age.

Both display a Today badge to avoid misreading them as date-filtered.

Permissions

What you see	Required permission
Cash collected, patient credit, production, methods, charts, avg ticket, aging	payments.reports.read
New patients, no-show rate	reports.scheduling.read
Billing drilldown	reports.billing.read
Budgets drilldown	reports.budgets.read
Agenda drilldown	reports.scheduling.read

If a role lacks a permission, that tile is hidden and the grid reflows without gaps.

Troubleshooting

• No metrics show up. Your role lacks the required permissions. Ask an admin from Settings → Users → Roles.
• Payments tiles empty. No payments recorded in the range. Verify the payments module is in use or widen the period.
• Production at zero. Production tracks completed treatments (session completions or odontogram entries). If the team doesn't mark treatments as done, they won't appear.
• Numbers don't match the detail pages. Detail pages work on invoices; the dashboard works on payments. They are deliberately separate axes — clinics may keep some work off-invoice, so comparing collected vs invoiced isn't a meaningful signal.