For managers

Manager dashboard overview

Use the Clineso operations dashboard to see incomplete patient requirements, reviews, dispatch work, stock alerts, and payments needing attention.

Use the Operations dashboard at /practice/operations to spot urgent work and open the right practice screen.

Start with the attention strip

The five counters show incomplete requirements, prescriptions awaiting review, the dispatch queue, orders in transit, and failed deliveries. Select Refresh if the numbers look out of date.

Use the linked work areas

  • Dispatch queue — review orders created after a clinician issues a prescription.
  • In transit — mark deliveries delivered or failed.
  • Message templates — open the lifecycle template library and see recent dispatch messages.
  • Stock + expiry alerts — review inventory warnings.
  • Audit log summary — open the full audit log; the dashboard summary is still being added.
  • Data deletion requests — handle open patient privacy requests.
  • Incomplete requirements — open the requirements backlog to review submitted documents and rejections.
  • Patient consultations — open appointments to book, track, cancel, or reschedule.
  • Settings and Payments & reconciliation — configure the practice or review Stripe activity.

You can open a case from the practice workspace, but clinical decisions and prescription actions stay with clinicians. The dashboard is scoped to your practice, so you do not see another clinic's data.

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