Your Dashboard Overview
The dashboard is your home base in CareCade. See your day at a glance, take quick actions, and stay on top of what's important. Here's everything you'll find on your dashboard.
Dashboard Layout
Your dashboard is divided into sections:
- Header - Today's date, your name, quick actions
- Today's Summary - Stats for the current day
- Current/Next Appointment - What's happening now or soon
- Quick Actions - Common tasks one tap away
- Notifications - Recent alerts and updates
Today's Summary
At the top of your dashboard, you'll see:
Appointments Count
- Total appointments scheduled today
- Number completed
- Number remaining
Hours
- Total scheduled hours today
- Hours worked so far
- Hours remaining
Status Indicator
A quick view of your day:
- ✓ On Track - Everything is going smoothly
- ⚠ Attention - Something needs your attention
- 🕐 Running Behind - You may be late for something
Current/Next Appointment Card
When You Have an Active Appointment
Shows your currently clocked-in appointment:
- Client name and photo
- Time remaining
- Quick access to clock out
- Link to appointment notes
When No Appointment Is Active
Shows your next upcoming appointment:
- Client name and photo
- Start time and countdown
- Address with map link
- Quick access to view details or clock in
When No More Appointments Today
Shows:
- "All done for today!" message
- Tomorrow's first appointment preview
- Or "No appointments scheduled" if none
Quick Actions
One-tap access to common tasks:
Clock In
Available when you're at or near your next appointment location. Tap to start the appointment.
View Schedule
Opens your full schedule. See all upcoming appointments.
My Clients
Quick access to your assigned clients list.
Messages
Jump to your chat inbox. Badge shows unread count.
Time Off
Submit a time-off request or check request status.
Documents
Access your uploaded documents and credentials.
Notifications Section
Recent notifications appear on your dashboard:
Types You'll See
- Schedule changes
- New messages
- Reminders
- Announcements
- Document alerts
Managing Notifications
- Tap a notification to go to the related item
- Swipe to dismiss
- Tap "See All" for complete notification history
Status Cards
Depending on your situation, you may see special cards:
Clock-In Reminder
When you should be clocking in for an appointment. Shows:
- Client name
- Scheduled start time
- How late you are
- Quick clock-in button
Missed Clock-Out
When you forgot to clock out. Shows:
- Appointment that's still active
- Duration it's been running
- Quick clock-out button
Document Due
When credentials or training are due. Shows:
- What's due
- Due date
- Link to upload or complete
Time-Off Status
When you have a pending time-off request. Shows:
- Dates requested
- Current status
- Link to view details
Customizing Your Dashboard
Reordering Sections
- Tap Edit in the top right
- Drag sections to reorder
- Tap Done to save
Hiding Sections
- Tap Edit in the top right
- Toggle off sections you don't need
- Tap Done to save
Widget Preferences
Some widgets have options:
- Tap the ⋮ on a widget
- Select Settings
- Adjust preferences
- Save
Dashboard Data
Refreshing
The dashboard automatically updates when you:
- Open the app
- Return from another screen
- Pull down to refresh
Real-Time Updates
Some data updates in real time:
- Clock-in status
- Message counts
- Schedule changes
Others update every few minutes:
- Appointment summaries
- Hours worked
Using the Dashboard Effectively
Morning Routine
Start each day by:
- Opening the app
- Reviewing today's summary
- Checking any notifications
- Noting your first appointment time
Throughout the Day
Use the dashboard to:
- See what's next without leaving the screen
- Quick clock in when ready
- Check for schedule changes
- Stay on top of messages
End of Day
Before finishing:
- Confirm all appointments are complete
- Check you clocked out of everything
- Preview tomorrow's schedule
- Clear any pending notifications
Dashboard vs. Schedule
Use the Dashboard when:
- You want a quick overview
- You're focused on today
- You need fast access to actions
Use the Schedule when:
- You need to see multiple days
- You're planning ahead
- You need detailed appointment info
Troubleshooting
Dashboard Not Loading
- Check your internet connection
- Pull down to refresh
- Close and reopen the app
- Check if you're still logged in
Incorrect Information
- Pull down to refresh
- If still wrong, close and reopen app
- Contact administrator if discrepancy persists
Missing Appointments
- Ensure you're looking at the correct day
- Refresh the dashboard
- Check the full Schedule screen
- Contact administrator if appointments are missing