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Practicos Help

Your dashboard

The dashboard is your practice home screen — a quick read on where things stand, with shortcuts into the day’s work.

The Practicos dashboard: greeting, stat cards, financial overview, supervision and invoice widgets, onboarding checklist, today's appointments and notes to-doThe Practicos dashboard: greeting, stat cards, financial overview, supervision and invoice widgets, onboarding checklist, today's appointments and notes to-do

Stats and quick actions

Section titled “Stats and quick actions”

At the top you’ll find headline stats — total clients, today’s appointments, this week, and your no-show rate — alongside quick actions to add a client, view the calendar, create an invoice, or open the waiting list.

Alerts worth acting on

Section titled “Alerts worth acting on”

The dashboard surfaces things that need attention so they don’t slip:

  • Money — a financial overview (revenue this month, outstanding amount), overdue invoices, and invoices due soon.
  • Clients — inactive clients, and clients whose session frequency is due or overdue (with a quick way to override the frequency).
  • Compliance and clinical — upcoming EHCP reviews, professional registration renewals, contract alerts, and your supervision status.
  • Notes to-do — past appointments still needing a clinical note, oldest first, opening straight into the note editor.

My View and Team View

Section titled “My View and Team View”

Owners and managers can switch between My View (your own caseload) and Team View (the whole practice). Solo practitioners just see their own view.