---
title: "Clinician Dashboard Overview"
canonical: "https://help.validic.com/space/VCS/1709834270/Clinician%20Dashboard%20Overview"
format: markdown
---
###### **This article pertains to:** [Impact]
---
Once you (the clinical user) have enrolled a participant into a remote management program, and the participant has completed enrollment into the program, data flow for that participant will initiate, and you will begin to receive participant readings into the Impact Clinician Dashboard. You will also receive any associated alerts or notifications for the participant.
The Clinician Dashboard is organized into two primary areas:
1. Participant information section - this section contains information specific to the participant that is independent of a program.
2. Program information section - this section contains program specific information. If the participant is in enrolled in multiple programs, those programs can be navigated between using the program tabs.
> ℹ️ There are a number of features in Impact that can be turned on or off in Impact based on a clients needs and how they are accessing the software. There is a chance there may be elements of the product discussed below that don't display in your instance of Impact. What you see in Impact would have been a decision made by your administrators during implementation of Impact in your environment. We're offering information on all available features in Impact below to support all of our clients with one piece of documentation.
---
# 1. Participant Section (upper section)
This section contains top level information for the participant - this includes the patient’s demographic information, alerts across all programs, and notes and alert dismissals across all programs. Note that your organization may not be using all of these features.
### **Participant Demographics and Editing**
- Participant information shows across the top of the view - this includes: participant name, identifier (if enabled for your organization), DOB, mobile phone number, and email address.
- Click the pencil icon to update the participant's information, for example, their email address or mobile phone number.
### **Alerts**
- Alerts will trigger based on their configured criteria and will accumulate in the alert box - this is similar to an inbox for new messages or notifications, but it is contained within Impact.
- Priority alerts are shown with a red “!” icon.
- Only active alerts will show in the alert box. Alerts can be selected and dismissed, and notes and time (duration of time that you spent with the participant around the alert, if any) can be logged.
- Once an alert has been dismissed, it will disappear from the alerts box and be logged as a dismissal.
### Viewing Alert Context
Clicking the kebab button (more information/dots on far right of alerts table) opens the Alert Context Panel, which shows you exactly why the alert fired (this is available for alerts after 5/19/26).
- **Rule conditions** — the full predicate tree for the rule, including AND/OR logic. Conditions that were satisfied at trigger time are marked, so for compound rules you can see at a glance which condition(s) drove the alert.
- **Triggering values** — each contributing measurement value with its unit (for example, Systolic 184 mmHg, Diastolic 118 mmHg), auto-converted to the unit configured for the program.
- **Conversation Q&A** — for conversation-based alerts (or rules that include conversation answers as a condition), the participant's question/answer pairs display inline.
Alert context is also available from the notes view, so historical context is preserved after the alert is dismissed.
### **Alert Dismissals / Notes**
- Notes can be added when dismissing an alert or independently via the **ADD NOTE** button, as needed.
- The note itself and the time spent can be edited after the note has been created by the original author. Notes can also be deleted by the author.
- You can enter time (duration of time that you spent with the participant) as a component of the note.
### **Time Spent**
- Time spent in minutes can be logged to track interactions with participants.
- You can enter time (the duration of time [mins] that you spent with the participant) while dismissing an alert or when adding or editing a note.
- Time is summed at the participant level for the current month and then presented in the Participant View. You can also select the month to be able to review total time from past months (up to six months in the past). This time is a sum of time logged for the participant, across programs, and across providers (if multiple providers have logged time with the participant).
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# 2. Program Section (lower section)
This section contains program level information with data and information specific to the selected program.
### Switching Between Programs
You can switch between programs by using the program tabs. Select the desired program tab to navigate to that program. Note that programs that are pending enrollment will prompt for you to complete the enrollment.
### + Enroll in New Program (enrolling participant in another program)
Participants can be enrolled in multiple programs. To enroll the participant into another program, click the **+ ENROLL IN NEW PROGRAM** button to initiate the enrollment workflow.
*Note: Once enrollment has started, or the participant has been enrolled in the new program, the program will show as a program tab option.*
### Program Status Indicator
The enrollment status is shown at the left hand side of the dashboard. With this, you can understand how far along the participant is within enrollment for the selected program.
[https://validic.atlassian.net/wiki/spaces/VCS/pages/1710161976](https://validic.atlassian.net/wiki/spaces/VCS/pages/1710161976)
### Data Timespan (View Window)
The Data Timespan is shown on the right hand side of the dashboard. This is extremely important, as it informs the date range for the entire section below, including the logbook, graphs, statistics, and goals.
You can toggle the window by clicking on it. *Two weeks* is the default view.
1. One week
2. **Two weeks < Default View**
3. One month
4. Three months
5. Six months
6. Nine months
7. Twelve months
8. Eighteen months
### Program Actions
Select the Program Actions ellipses button (**...**) within the dashboard.
Additional program actions and options will be shown for that participant based on the participant’s program status [https://validic.atlassian.net/wiki/spaces/VCS/pages/1710161976](https://validic.atlassian.net/wiki/spaces/VCS/pages/1710161976).
Options and information include: enrolling and reviewing provider information, an option to resend the enrollment email, an option to change reviewing provider, as well as an un-enrollment button if the participant is active in the program.
###
Resending Enrollment Invitation
The Program Actions modal will show the Enrolling and Reviewing Provider for the selected program. If the participant has not completed enrollment ([https://validic.atlassian.net/wiki/spaces/VCS/pages/1710161976](https://validic.atlassian.net/wiki/spaces/VCS/pages/1710161976)), the clinical user will have the option to **RESEND THE INVITATION** to the member.
The participant will then be send another copy of the enrollment email to prompt them to complete enrollment ([https://validic.atlassian.net/wiki/spaces/VCS/pages/3274440754](https://validic.atlassian.net/wiki/spaces/VCS/pages/3274440754) ).
### Updating Reviewing Provider
The Program Actions modal will show the Enrolling and Reviewing Provider for the selected participant’s program. If you are not the Reviewing Provider, you can take over and assume that role for the patient. You may also assign a new reviewing provider by searching, selecting, and confirming the reviewing provider that you would like to assign for the patient.
The Reviewing Provider will always take on the required notifications (Events/Actions) for the participant. To take over as the Reviewing Provider, you will be prompted to confirm that you would like to proceed and assume the role. Once you have assumed the Review Provider role, all required notifications (Actions on Events) will be enabled for you.
### Pausing the Participant’s Program
If enabled for your organization, clinicians will have the ability to pause a participant’s program. This will stop the sending of all actions on events. When a user’s program is paused, the user’s program status will be updated to “Active, Paused” and the participant will be able to be filtered by the paused status on the panel/program view. A banner will also display on the program, informing viewers of the participant’s dashboard that the program is currently paused. Participant readings will continue to flow during the pause period; however, no actions on events will be delivered.
Select the **PAUSE PROGRAM** button from the Program Actions modal, this will pause the participant’s program. Any clinician can pause the program.
After the program is paused, it can be resumed via the **RESUME PROGRAM** button.
### Transferring the Participant to a Different Program
Program Transfer allows a clinician to move a participant from one active remote management program to another — for example, transitioning a participant between a higher acuity and a lower acuity program — without unenrolling them from the original program and enrolling them in the new program from scratch.
The participant device connections are preserved (if transferring into a program with like measurement type/s), and this provides a smoother continuity of care across program journeys. Note that device ordering is not supported for program transfers.
Click **TRANSFER PARTICIPANT** button, select the destination program, and select **CONFIRM TRANSFER** to submit the transfer. The participant will receive transffered and enrollment communication and the participant's old program will become inactive and the new program will become active. Additional information: [https://validic.atlassian.net/wiki/spaces/VCS/pages/5512527873](https://validic.atlassian.net/wiki/spaces/VCS/pages/5512527873).
### Unenrolling the Participant from the Current Program
If the participant has completed a program, or if you need to un-enroll them from the current program, select the **UNENROLL PARTICIPANT** button from the Program Actions modal.
You will be prompted to confirm un-enrollment. Un-enrollment cannot be undone; once unenrolled, the participant’s data will stop flowing, and you will no longer receive notifications for the participant. Once unenrolled, the participant is eligible for re-enrollment in the program. Click the **YES, UNENROLL** button to complete un-enrollment.
### Program Summary
The Program Summary section provides an at-a-glance view of measurement types used within the program, summarized statistics for those measurement types, number of readings within view window per measurement type, and the participant’s source connection status ([https://validic.atlassian.net/wiki/spaces/VCS/pages/1709899814](https://validic.atlassian.net/wiki/spaces/VCS/pages/1709899814)) by measurement type.
### Advanced Statistics (Blood Glucose programs only)
The Advanced Statics section can be expanded to show additional data and summary metrics for blood glucose programs. These include the number of hyper and hypoglycemic events, the average number of readings taken per day, and other more granular statistics.
> ℹ️ This section relies on a specific [primary/display goal](https://validic.atlassian.net/wiki/spaces/VCS/pages/1709965381/Blood+Glucose+Impact+Measurement+Type#%3Ainfo%3A-Primary-Goal%3A) to be configured (required and enabled) for the program in order to generate these statistics - “Keep all blood glucose between ___ and ___.”
### Program Readings (participant data)
The program readings section contains the participant’s reading information and data. The participant’s data can be viewed in a traditional logbook view, or viewed in graphs and charts relevant to the program’s measurement types.
### Logbook View
The logbook is the default view for participant data. Individual data points show within the logbook, and are organized by row (day) and column (time of day) for the blood glucose measurement type (these show as a hybrid calendar view for other measurement types). The logbook and other charts will show the data available only for the `Data Timespan` range selected.
Readings in **Red ↑** signify high out of goal range values
Readings in **Blue ↓** signify low out of goal range values
The logbook and other graphs can be filtered to show desired reading types. For example, pre and post-meal values for blood glucose.
Comment icons display inline with the individual reading they belong to. Click the icon — or the reading itself — to expand and view the comment.
> 📝 #### Reading Origin
> 📝
> 📝 Participants can submit readings in to Impact via a connected device or via manual entry (if enabled for the organization). Manually entered readings will show with a manually entered reading icon.
> 📝
> 📝 - Device entered - no icon
> 📝 - Manually entered - manually entered icon
> 📝
> 📝
> 📝 If manually entered readings are present in the dataset for the selected view window, an information banner will also display notifying the clinician that manually entered readings are present.
> 📝
> 📝 Manually entered readings can only be submitted via the HealthBridge app and not via other supported data sources.
> ℹ️ Logbook and chart views differ by measurement type.
> ℹ️
> ℹ️ [https://validic.atlassian.net/wiki/spaces/VCS/pages/1709998143](https://validic.atlassian.net/wiki/spaces/VCS/pages/1709998143)
**Logbook extension: Download data **
For the logbook, there is an optional data download feature that can be enabled per Impact account. This feature allows the users logbook data to be dowloaded into a PDF or CSV file that is limited to the selected program and the date range that has been selected on the dashboard.
> ℹ️ Note: In order to use the Download Data feature, please reach out to your assigned Validic account manager to have it enabled.
### Charts
Readings can also be displayed in graphical or chart views. Click the “View” dropdown on the top right of the section to select the “Charts.”
The Charts view shows a Timeline, as well as a Time of Day graph for the blood glucose measurement type. Different measurement types have different graphs relevant to those measurement types.
These graphs can be filtered by meal relation (for Blood Glucose) or to only show out of range values. It is important to again note that these graphs only show values within the `Data Timespan` selected.
Manually entered readings show in the reading detail view with an icon an “manually entered reading” label.
### Flagging a Reading
If enabled for your organization, clinicians can mark individual, errant readings as flagged — for example: a caregiver stepped on the weight scale, a pulse-oximetry reading was taken through nail polish, or a blood-pressure reading was taken with obvious cuff placement issues.
**How to flag a reading**
1. From the **Logbook** or **Chart** view, click the individual reading or data point.
2. In the reading detail, select **Flag reading**.
3. The reading is removed from the visible logbook and chart, and is excluded from statistics, goals, and event/rule look-back evaluation.
Any clinician with dashboard access for the participant can flag or un-flag a reading. The action is logged with the clinician's identity and timestamp.
**Showing flagged readings**
Flagged readings are hidden by default. Toggle **Show flagged readings** above the logbook to reveal them with a distinct visual treatment.
**Un-flagging**
To restore a flagged reading, toggle on *Show flagged readings*, open the reading, and select **Un-flag reading**. The reading is restored to all views on the next page load.
**What flagging does NOT do**
- It does not delete the reading. The raw reading is preserved in Inform, the Impact API, and any downstream system (EHR, reporting/ETL).
- It does not retroactively dismiss alerts that already fired on the reading — dismiss those from the alert box as usual.
### Goals
Goals show participant program progress at the current point in time (upon page load). These are also dependent on the `Data Timespan` selected. Individual participant goals can be edited and updated to set personalized care objectives - these changes will only apply to the individual participant for the specific program.
Default program goals are established by a Validic Admin via the Admin Portal.
> ℹ️ Goals are shown to the participant within the HealthBridge app. Note that the participant does not see their goal status or their progress against the goal, only the goal description itself.
### Events/Actions (Notifications)
Events, such as a high blood pressure reading, can queue Actions, like sending an EHR message to a Provider. Events/Actions can be set up for both participant and clinician users, and they are defined by an Impact Admin for each program.
**Clinician**
Providers can receive notification Actions via the EHR messaging platform (either direct or via a group or pool message), via in app Alerts, or via email or SMS (not widely used).
**Participant**
Participants can receive notification Actions via email, SMS, and patient portal/secure message (if enabled).
If you are the participant’s Reviewing Provider/Clinician, you will have required Actions enabled by default and those Actions will be sent or assigned to you. You can enable or disable *optional* Actions via the toggle to the left of the Action to opt into or out of it.
If you are not the participant’s Reviewing Provider, you can still opt in to receiving notifications (Actions) for the participant as an Observing Provider/Clinician using the opt in toggle.
Events/Actions can be edited using the “Edit” button on the top right of the section.
It is important to **SAVE** the changes once you are done editing.
> 📝 Note that there is a single instance of each event per participant - any updates made to editable event values will apply to all recipients of the action for the event. A “last updated” name and timestamp will be applied after the event edit has been saved.