> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Around > How to navigate the eye care center workspace - where to find the daily dashboard, shortcuts, examination records, investigation results, and reports. When you log in to Bizaxl and open the Healthcare workspace, you see the eye care center's main control panel. This page explains everything you see and where to go to complete each task. Healthcare workspace showing four number cards at top, appointments chart, shortcuts row, and category cards below *** ## The Number Cards (Your Live Counters) At the top of the workspace, four cards give you an instant snapshot of the current state of your practice. | Card | What It Shows | Who Checks It | | ----------------------- | ----------------------------------------------------------------- | ------------------------------------------ | | Total Patients | All active patient records in the system | Healthcare Administrator | | Total Patients Admitted | Patients currently in a surgical bay or bed | Ophthalmic Nurse, Healthcare Administrator | | Open Appointments | Appointments today in Open status (patient arrived, not yet seen) | Front Desk, Doctors | | Appointments to Bill | Completed appointments not yet invoiced | Billing, Healthcare Administrator | Each card shows a percentage change compared to the previous period, so you can immediately see if today is busier or quieter than yesterday. *** ## The Appointments Chart Below the number cards, a bar chart shows appointment volume by day (excluding cancelled appointments). Use this to: * Identify which days of the week are busiest for bookings * See whether appointment volume is growing over time * Spot patterns (e.g., more post-op visits after a surgery day) *** ## Your Shortcuts The shortcuts row gives you one-click access to the most commonly used lists. Each shortcut shows a live count. | Shortcut | What It Opens | Count Shown | | ----------------------- | ----------------------------- | --------------------------------- | | Patient Appointment | List of all open appointments | Number of Open appointments today | | Patient | Patient list | Number of Active patient records | | Healthcare Service Unit | Room/bay occupancy tree | Number of Vacant service units | | Healthcare Practitioner | Doctor and optometrist list | Number of Active practitioners | | Patient History | Patient history search page | No count | | Dashboard | Analytics dashboard | No count | *** ## The Category Cards Below the shortcuts, the workspace is divided into grouped cards. Each card is a set of related records. ### Masters Setup records you need to configure before using the system: * **Patient** - all registered patients * **Healthcare Practitioner** - all ophthalmologists, optometrists, and clinical staff * **Practitioner Schedule** - each doctor/optometrist's availability timetable * **Medical Department** - departments (Ophthalmology, Optometry, Glaucoma, Retina, Paediatric Ophthalmology, etc.) * **Patient Care Type** - categories (Outpatient, Inpatient, Day Surgery) ### Consultation Records created during each patient visit: * **Patient Appointment** - all bookings * **Vital Signs** - pre-screening measurements (blood pressure, weight - also used for pre-op assessments) * **Patient Encounter** - the eye examination record * **Clinical Procedure** - investigations and procedures performed * **Fee Validity** - free follow-up tracking ### Orders Formal clinical orders issued by the doctor: * **Service Request** - orders for investigations (OCT, visual fields, etc.) and referrals * **Medication Request** - formal prescription orders ### Inpatient Records for surgical admissions or day procedures: * **Inpatient Record** - the main record for each admitted patient * **Inpatient Medication Order** - medications scheduled for an admitted patient * **Inpatient Medication Entry** - records of doses actually given ### Diagnostic Module For structured investigation results (imaging, OCT, visual fields): * **Diagnostic Report** - groups multiple observations into a single investigation report * **Observation** - individual clinical measurement or finding * **Observation Template** - defines each investigation type and its result format ### Laboratory For pre-operative and other blood/culture tests: * **Lab Test** - individual test records * **Sample Collection** - samples collected from patients ### Nursing Daily care tasks for admitted patients and pre/post-operative nursing: * **Nursing Task** - care tasks assigned to ophthalmic nurses * **Healthcare Activity** - general activity log * **Nursing Checklist Template** - standard pre-op and post-op checklists ### Records and History Patient clinical timeline: * **Patient History** - full chronological timeline of every record for a patient * **Patient Progress** - therapy and progress tracking view * **Patient Medical Record** - the underlying medical record entries ### Reports Three built-in analytical reports: * **Patient Appointment Analytics** - appointment volumes by doctor, department, or appointment type * **Lab Test Report** - status of all lab tests * **Diagnosis Trends** - which eye diagnoses are most common ### Consultation Setup Configuration records for examination content: * **Appointment Type** - types of visits (Eye Examination, Refraction, Glaucoma Screening, Post-op, etc.) * **Clinical Procedure Template** - standard templates for each investigation/procedure type * **Treatment Plan Template** - care plan templates for common conditions (e.g., Diabetic Eye Disease Management) * **Dosage Form** - how medications are delivered (eye drops, tablets, injections, ointment) * **Prescription Dosage** - dosage instructions * **Prescription Duration** - duration options * **Complaint** - standard complaints (blurry vision, eye pain, floaters, redness, etc.) * **Diagnosis** - standard diagnoses (cataract, glaucoma, refractive error, dry eye, AMD, etc.) ### Laboratory Setup Configuration for the lab: * **Lab Test Template** - defines each test and its parameters * **Lab Test Sample** - sample types (Blood, Conjunctival Swab, etc.) * **Lab Test UOM** - units of measurement ### Service Units Room and bay configuration: * **Healthcare Service Unit** - examination rooms, surgical bays, laser rooms, and overnight beds * **Healthcare Service Unit Type** - categories (Consultation Room, OT, Day Surgery Bay, Laser Room) ### Settings * **Healthcare Settings** - master configuration for the entire system * **Patient History Settings** - which record types appear in patient history *** ## Role-Based Access: Who Sees What | Role | Primary Access Areas | | ----------------------------------------- | ----------------------------------------------------------------------------- | | Healthcare Administrator | Everything: setup, all records, reports, billing, settings | | Healthcare Practitioner (Ophthalmologist) | Patient Encounters, Appointments, Patient History, Investigations, Procedures | | Healthcare Practitioner (Optometrist) | Patient Encounters, Appointments, Patient History, Refraction records | | Nursing User (Ophthalmic Nurse/Tech) | Vital Signs, Nursing Tasks, Clinical Procedures, Inpatient records | | Laboratory User | Lab Tests, Sample Collections | | LabTest Approver | Lab Tests (approval only) | | Patient | Patient Portal (online booking, prescription, results) | *** ## The Healthcare Analytics Dashboard Click the **Dashboard** shortcut to open the full analytics view. It shows: * Clinical Procedures by type (which investigations/procedures are most common) * Clinical Procedures by status (how many are pending vs completed) * Department-wise appointment distribution (ophthalmology vs optometry split) * Most common diagnoses (cataract, glaucoma, refractive error, etc.) * Inpatient status breakdown (day surgery census) * Lab Tests by type * Most common patient complaints (blurry vision, eye pain, redness, floaters) Check this dashboard weekly for clinical and operational insights about your practice.