Overview
The OpenEyes dashboard serves as your central hub for accessing patient information, worklists, and clinical workflows. It provides quick access to active patients and key metrics for your clinical practice.The dashboard is role-based and displays different information depending on your user permissions (surgeon, clinician, or administrator).
Dashboard Layout
The main dashboard displays:Active Worklists
View patients scheduled for today’s clinics and procedures
Recent Patients
Quick access to recently viewed patient records
Pending Tasks
Outstanding clinical tasks requiring your attention
Quick Actions
Fast access to common workflows like adding new patients or events
Key Dashboard Features
Patient Search
The global search bar allows you to find patients quickly:- Hospital Number: Enter the patient’s hospital identifier
- NHS Number: Search by national health service number
- Name and DOB: Search using patient name and date of birth
- Local Identifiers: Use institution-specific identifiers
The search performs real-time lookups and will display results as you type. If multiple matches are found, you’ll see a results page to select the correct patient.
Access Controls
The dashboard respects user permissions:| Permission | Dashboard Access |
|---|---|
| Surgeon | Full clinical dashboard with worklists and metrics |
| Clinician | Patient records and assigned worklists |
| Admin | System settings and user management access |
| View Only | Read-only access to clinical information |
Navigation Menu
The main navigation provides access to:Patient Management
Patient Management
- Search for existing patients
- Add new patient records
- View patient summaries
- Access patient episodes
Worklists
Worklists
- View automatic worklists (clinic schedules)
- Manage manual worklists
- Track patient pathways
- Monitor wait times
Clinical Modules
Clinical Modules
- Examination events
- Prescriptions
- Operations
- Correspondence
- Biometry
Administration
Administration
- System settings
- User management
- Institution configuration
- Audit logs
Dashboard Widgets
Firm Selection
Select your active clinical team (firm) to filter the dashboard view:- Click the firm selector in the header
- Choose from your assigned firms
- Dashboard updates to show relevant patients and worklists
Site Selection
For multi-site institutions:- Select your current clinical site
- Dashboard filters patients and worklists by site
- Site selection persists across sessions
Quick Actions
Add New Event
From the dashboard, quickly create clinical events:- Search for the patient
- Navigate to their summary page
- Click Add Event
- Select the event type (examination, prescription, etc.)
View Recent Activity
The dashboard tracks:- Recently viewed patients
- Recent events created
- Recent correspondence sent
- Recent clinical updates
OEscape Visualization
For glaucoma patients, the dashboard provides access to OEscape:- Visual timeline of patient clinical data
- IOP (Intraocular Pressure) trends
- CCT (Central Corneal Thickness) measurements
- Visual field progression
- Medication history
OEscape provides subspecialty-specific visualizations. Access it from a patient’s record when viewing glaucoma or relevant subspecialty episodes.
Dashboard Customization
User Preferences
Customize your dashboard experience:- Default Landing Page: Set your preferred starting view
- Worklist Filters: Save commonly used filter combinations
- Display Settings: Configure page titles and information density
Notification Settings
Manage dashboard notifications for:- New patient referrals
- Pending tasks
- System updates
- Worklist changes
Best Practices
Start with Firm Selection
Always select your current firm when starting your session to ensure correct data visibility
Use Quick Search
Master keyboard shortcuts for patient search to improve efficiency
Review Worklists Daily
Check your worklists at the start of each clinic to plan your day
Monitor Pending Items
Regularly review pending tasks and outstanding clinical actions
Troubleshooting
Common Issues
Dashboard not loading
Dashboard not loading
- Verify you have selected a firm
- Check your user permissions
- Clear your browser cache
- Contact your system administrator if the issue persists
Missing patients or worklists
Missing patients or worklists
- Confirm correct firm is selected
- Verify date range filters
- Check site selection for multi-site installations
- Ensure you have appropriate view permissions
Search not returning results
Search not returning results
- Verify identifier format (e.g., hospital number format)
- Try alternative search criteria (name vs. number)
- Check for leading/trailing spaces
- Confirm patient exists in the system
Next Steps
Patient Management
Learn how to manage patient records
Worklists
Master worklist management and patient pathways
Clinical Workflow
Understand event-based clinical workflows
Clinical Modules
Explore available clinical modules