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The primary hub for managing patients and their workflows is the Custom Dashboard.

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Accessing a dashboard

1

Open the navigation panel

Hover over the left navigation panel.
2

Select custom dashboard

Click Custom Dashboard in the panel.
3

Find your dashboard

You will see a list of all program dashboards you currently have access to.
4

Open the dashboard

Click Open next to the desired dashboard.
If you believe you should have access to a dashboard that is not listed, contact your Customer Success Manager (CSM) for help with access.