My Dashboard
When you first log into AlohaABA, you will view your Dashboard. If you are already logged into the site, you can navigate to “My Dashboard” by using the 
icon here , located on the lefthand side of your AlohaABA site. “My Dashboard” is completely customizable to best fit staff needs. It is customizable by user, and permissions, to ensure different staff levels only receive certain widgets to view here.
Overview of Each Widget: numbers reflective in widgets will differ in your company’s site.
Any widget without "My" in front of it reflects the number for the entire organization. Widgets with "My: reflect values pertaining to the logged in user.
Widget | Definition |
Active Staff Count | Total number of active staff Note: Click on title of widget to jump to Staff List |
Active Client Count | Total number of active clients Note: Click on title of widget to jump to Client List |
Active Authorizations | Total number of active client authorizations Note: Click on title of widget to generate Authorization Report |
| Expiring Qualifications | Total number of expiring active staff qualifications in 30 days, 60 days, or 90 days. Toggle between the expiration period options by clicking the arrow (circled). The default widget displays 30 day expirations. Note: Click on title of widget to generate Staff Qualifications Report |
My Incompleted Appointments | Total number of appointments that have not been marked as “Completed” in your schedule in the past month. This does not count cancelled appointments. Note: Click on title of widget to bring you to your schedule |
Unbilled Appointments | Total number of appointments that have not been billed in the last 30 days, 60 days, or 90 days for the whole organization. Toggle between the day options by clicking the arrow (circled). The default widget displays 30 days of unbilled appointments. Note: Click on title of widget to bring you to the Billing Manager tab. Here you can generate and process billing. |
Expiring Authorizations | Total number of services expiring in the next 30 days, 60 days, or 90 days for the whole organization. Toggle between the expiration period options by clicking the arrow (circled). The default widget displays 30 day expirations. Note: Click on title of widget to generate Expiring Authorizations Report |
Staff Summary | Total number of staff broken down by Job Title. Note: Move cursor over bar on graph to see exact number of staff in title. |
Aging Report | Total (in dollars) of amount outstanding versus amount billed in a 6 month view. “Amount Billed” encompasses total amount billed month by month. “Amount Outstanding” encompasses total amount billed, paid, and adjusted. Notes: -Move cursor over bar on graph to see exact dollar amount of Outstanding or Billed for each month. -Amount billed is based on the contract rate, not the charge rate. -Amount billed is based on the bill date, not the date of service. |
Billing Summary | Total (in dollars) of the amount billed in a 6 month view. Note: Move cursor over bar on graph to see exact dollar amount of Outstanding or Billed for each month |
Scheduled vs. Completed | Total number of scheduled versus completed appointments in a 3 month view. Scheduled appointments are the number of scheduled appointments on the calendar, not including cancellations. Completed appointments are the number of service appointments marked as completed. Note: Move cursor over bar on graph to see exact number of scheduled versus completed appointments each month |
Daily Office Appointments | Total number of appointments for today broken down by office. Note: Move cursor over portion of the pie chart to see exact number of appointments in each office |
Cancelled Appointment Summary | Total cancellations in a 6 month view Note: Move cursor over bar on graph to see exact number of cancellations each month |
| My Weekly Work Hours | Total number of scheduled hours versus total number of worked hours in a 4 week view for logged in user. Number of scheduled hours encompasses number of scheduled hours of appointment(s). Number of worked hours encompasses number of hours of completed appointment(s). Note: Move cursor over bar on graph to see exact number of scheduled hours versus total number of worked hours each day |
My Daily Appointments | View of daily appointments in schedule for logged in user. Toggle over the arrows surrounding the date (circled) to move to another date’s appointments. The default widget displays the current day’s appointments. |
My Miles Driven | Total numbers of miles driven each day in a 4 week view for logged in user. Only completed appointments count in miles driven. Note: Move cursor over bar on graph to see exact number of miles driven each day |
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