Healix
Dashboard
Updated: August 2026
Table of contents
- Overview
- Initial Setup Checklist
- Signing In
- Dashboard
- Patients
- Appointments
- Session Notes
- Messaging
- Invoices & Receipts
- Store: Gift Vouchers & Treatment Series
- Expenses
- Documents
- Tasks
- Analytics
- Leave & Closures
- Blocked Time
- Notifications
- Settings
- Message Templates
- Patient Portal
- Mobile Apps
- Things to Set Up Before Going Live
- Patient Status Quick Reference
- Common Questions
The dashboard is your home screen. It shows:
| Card | What it shows |
|---|---|
| Today's appointments | All appointments scheduled or confirmed for today |
| Upcoming appointments | Next few upcoming appointments |
| Unread messages | Count of unread patient messages |
| Pending tasks | Count of outstanding to-do items |
| Active patients | Total number of active patients |
Use the sidebar on the left to navigate to any section of the platform. At the bottom of the sidebar you'll find a Report an issue link — use it to send feedback or report problems.