Understanding Your Dashboard

The PraxPilot dashboard is your central hub for managing cases and monitoring your workflow.

Key Dashboard Elements

Case List

All your cases are displayed here. You can filter by status (Active, Monitoring, Closed) and search by patient identifier or date.

Quick Stats

At a glance, you can see:

• Total cases created

• Protocols generated

• Estimated time saved

• Revenue capacity unlocked (based on your practice settings)

New Case Button

Start a new case directly from the dashboard.

Recent Activity

See your most recently updated cases for quick access.

Navigating Cases

Click any case to open it. From inside a case, you can view the intake, the generated protocol, version history, and activity log.

Filtering and Search

Use the filter bar to narrow cases by status or date range. Use the search field to find a specific case by identifier.