The dashboard serves as the focal point for the software. It is equivalent to the "Summary" section of the client, but for all of your clients.


Tasks to complete

You will first see the To Do items on the left side of the screen. These are task-type interventions that you have created or have been assigned to you.

So these are reminders of what you have to complete. Only professionals can see them.

Once completed, a task can be marked as "Done" by clicking on the checkmark.

To learn more about the interventions, click here.


Interventions

In the right part of the screen, you will find all the interventions you have made, whether text, document, tasks, appointments or invoicing.

You will first see the drafts which will be grouped at the top and then the other notes going down the page. They will all be displayed in chronological order.


Toolbar

At the top of the page is the toolbar. It will remain available no matter which tab you are on. Here are the tools available.


Chat bubble

You can chat with your customers by chat by clicking on the "bubble" button at the top of the screen.


Alerts

All the notifications you get will go through the "bell" button. Thus, when a customer has completed a document, that it will be the birthday of one of your customers, that an alert will be activated, you will be notified by that. You can click on the notification to go there directly.


Help bubble

From there, you will be able to see the status of the software. So if there should be a downtime you will know it.

The academy and online help can be found here. For online training, choose the academy. We also recommend that beginners follow the training.

For more specific questions, see our online help.

"Contact Us" allows you to chat with a Hexpert via chat. If you have any questions or comments, please come and talk to us.


Knowledge Center

The Knowledge Center is a news feed about training, rehabilitation, nutrition and everything related to it. You can therefore choose which websites you want to receive notifications from.


Further information

To learn more about the interventions, click here.

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