Practice Hub is a centralised workspace within My Practice Cloud designed to bring together your most valued dashboards, Action Today, Practice Management and TCO Today.
The benefits of using the Practice Hub are:
Saves time — reduces the need to switch between multiple dashboards
Customisable view — mix and match data tiles to suit your needs
Reduces manual tasks — brings key data together in one place
On the Practice Hub you can select one of the preset dashboards (Action Today, TCO Today, Practice Management, Revenue Tracker or Revenue Opportunity) or you can design your own pulling information that is already presented on the preset dashboard.
If you use the preset dashboard you are now able to customise the view depending on your focus at practice level. You can also change the size of the tiles to enlarge the view.
To rearrange the icons you would drag and drop using the upper left icon on the tile into the position that you would prefer.
To enlarge the tile you should select the icon in the upper right section of the tile and select the view you would like. You can also delete the tile from the selected dashboard in this section.
You are also able to add tiles to this view by selecting the Add Tile icon.
This will provide you with a list of the available tiles to view in one place.
In this section you can also select the practices that you want to see the data for, so if you have access to more than one practice you can select or deselect the practices at your choosing.
🚨Important to remember — Once you have edited the dashboard to your preferred view please remember to save the edited dashboard so you can come back to view this customised dashboard in the future.
Once this is complete you will then be able to select this from the Practice Hub.
Once this is complete you will then be able to load this dashboard from the Practice Hub.
You are also able to build your own dashboard with no pre-loaded tiles by selecting 'Create New Dashboard'.
This will give you a blank dashboard to then add the tiles as you see fit for your priorities.
Please see below an example dashboard with added tiles.
🆕 Sharing dashboards
Once you've built and saved a dashboard, you can now share it with colleagues by selecting the Share icon on the dashboard.
This opens the Share Dashboard window, giving you two ways to share:
Share via link — copy the dashboard link and send it to a colleague however you'd like (e.g. Teams, email).
Send via email — select team members from the dropdown, add an optional message, and select Send Invitation. The selected team members will receive an email invitation to view the dashboard.
Once a colleague has been shared a dashboard, they can access it via the link or the email invite, they need to ensure that the click "Save" for it to show on their login.
To view the saved dashboard, select Load. This opens the Load Dashboards & Templates window, where the shared dashboard will appear under the Saved Dashboards tab alongside any of their own. From here they can select Load to open it.
Once this is complete you will then be able to load this dashboard from the Practice Hub.