The Dashboard is your Mend portal homepage, and the first page you will see when you log in. This article will provide brief explanations of the features you may see and use. Please keep in mind that certain items may not be visible on your Dashboard based on your user role or your organization's workflow.

Tech Support Live Chat

The "Tech Support" button in the top right corner of the Dashboard is visible on all pages within the Mend portal, and is available to all Mend users.

Tech Support.png

Clicking "Tech Support" will open a live chat with the Mend Support team, who can provide real-time tech support.

Alerts Management Tool

To the right of the "Tech Support" button, you may tap your profile picture (or the person outline icon) to open the shortcut Alerts Management Tool.

This tool allows you to quickly enable/disable alerts, navigate to specific alerts settings, edit your profile and preferences, and sign out. If you are a provider or staff member for multiple organizations within Mend, you may also switch to another organization from this shortcut.

For more information about customizing your alerts and preferences, please review the Notifications and Alerts article.

Dashboard
- The Dashboard option next to the "home" icon at the top of the menu will redirect you to the Dashboard.
- You may also return to the Dashboard any time by clicking your organization's logo (or the default Mend logo if no custom logo is present) in the top left corner of the screen.
Calendar
- Here you can view all your appointments in a calendar format or schedule via the calendar with Single Page Booking.
- Click here to learn how to schedule via Single Page Booking.
Appointments
- May be used to view all of your organization’s appointments in Mend, including past appointments and upcoming appointments more than seven days out.
- From this page, you can further filter appointments by date, selected providers, appointment types, appointment statuses, and the location of the appointment, if applicable.
- Clicking the “actions” bar button on a specific appointment, you have access to some of the same features from the “actions” menu on the dashboard. The “details” feature can be used to see information from past appointments, including basic information, and chat history, files, or appointment notes taken during the visit.
- The plus button is a shortcut to launch the full appointment booking process.
Assessments
- This page is separated into Outstanding, Awaiting Review, and Completed Assessments.
- We can search for specific assessments as needed in these sections.
- The plus icon on the tab can be used to manually assign assessments.
Patient
- This page is a list of all patients in your organization that are on Mend.
- Searching and selecting a specific patient will bring you to the patient's profile page where you can view their assessments, appointments, and signed agreements. Depending on your user role, you may also view or edit their information.
Provider
- This page is a list of all providers in your organization that are on Mend.
- Selecting a specific provider will bring you to the provider's profile page where you can view their appointments and information. Depending on your user role and organization settings, you may also edit their information.
Groups
- Group appointments allow you to invite multiple users to the same appointment, whether in person or on a secure video connection. Group appointments may be scheduled on a one-time or recurring basis to fit your needs.
- If your organization manages group appointments in Mend, the plus option allows you to book a single instance of a group appointment.
- For more information, please review the How to Schedule Group Appointments FAQs article.
Staff
- This page is a list of all staff users in your organization that are on Mend.
- Selecting a specific staff user will bring you to the staff member's profile page where you may view their information. Depending on your user role and organization settings, you may also edit their information.
Third Parties
- A Third Party user would be someone who is not receiving care, but may need to be involved in a patient's care. This might be a financial guarantor, social worker, family member, referring physician, etc.
- From the Third Parties page, you can add new third party users to Mend. Be sure to add the correct birthdate so that the user may access Mend.
Inbox
- Inbox is Mend's secure messaging feature that may be used to communicate with users in your organization.
- For more information, please review the Inbox and Secure Messaging FAQs article.
Agreements
- This page can be used to view or add any legal agreements.
- Mend cannot provide legal advice and does not make any representations or warranties as to the suitability of any of the templates. We encourage you to seek guidance from your attorney before placing any of these templates into use.
Payments
- Payment Methods
  - The Payment page contains a list of payment methods in your organization, and may be used to add or edit payment methods.
  - For more information, please review the Credit Card/Payment Method Capture article.
- Transactions
  - The Transactions page lists all pending, failed, and finalized transactions in your organization.
  - For more information, please review the Transactions & Payment Processing FAQs article.
Manage
- Preferences
  - The Preferences option next to the "gear" icon allows you to customize your notification preferences and time zone.
- Org Settings
  - If your user role is Org Admin or Provider Admin, you may view or adjust how your organization utilizes or displays certain features in Mend.
  - For Mend Enterprise organizations, we recommend that any changes to Org Settings be discussed with your Product Expert Team (success@mend.com) to ensure that your custom workflow is optimally maintained.
- Appointment Types
  - Create and customize your organization's appointment types
    If your organization offers patient self-scheduling or relies on a staff-facing question tree to book appointments, please coordinate with success@mend.com to make sure any edits made maintain your custom scheduling triage.
- Waiting Room Links
  - This feature allows patients to virtually "walk in" to the virtual waiting room.
  - Org Admins and Provider Admins may create and manage custom links for your organization. Staff and providers may also tap this button to locate your organization's links to share, enable, or disable links.
  - For more information, please review the Waiting Room Links FAQs article.
- Bulk Notifications
  - If enabled, Bulk Notifications allow you to send a fully customized message to a selection of patients.
  - For more information, please review the Bulk Notifications article.
- Send Assessment Invitation
  - If available, this is a shortcut to send a specifically designated assessment.
  - Instructions for use may be reviewed in the Assessment Invitation article.
- Custom Change Reasons
  - If your organization permits patients to request appointment modifications in Mend, you may also have the ability to customize the "Patient Reason" patients may select when requesting to cancel or reschedule.
- Import
- Integration
  - With the Integration Dashboard you can see import errors and integration errors- all in one place.
  - For more information, please review the Integration Dashboard article.
- Reports
  - Org Admins and Provider Admins may access a variety of reporting tools to analyze how your patients, staff, and providers use Mend.
FAQs
- This icon may be how you got here! FAQs will open the Mend Knowledge Base, which contains patient-facing articles as well as step-by-step instructions for staff and providers.
Log Out
- The Log Out option at the bottom of the menu will log you out of Mend and bring you back to the Log In screen.
- Mend will automatically log you out of your account after an hour of inactivity, however we recommend manually logging out of Mend when you are finished to keep PHI secure.

Displayed Providers

Displayed Providers determines whose Assessments and Appointments are visible in your widgets.

If you are logged into Mend as a Provider or Provider Admin, the Dashboard display defaults to showing your own Assessments and Appointments.

Any staff or provider user can customize their own Dashboard view by adjusting the Displayed Providers using the following options:

Select "Add All" to display Assessments and Appointments associated with all providers in your organization.

Press the add button next to any providers you'd like to add.

If a provider is selected and you'd like to remove them, press the remove option.

Select "Remove All" to clear all from display on your Dashboard.

Check "Include Unassigned Providers" to see unassigned providers on your Dashboard. Unassigned Provider is the placeholder for appointments and assessments without a designated provider.

Some workflows use the Unassigned Provider to manage intake forms, surveys, or the Transfer Queue.

Be sure to click "save" once done with your selections.

Another feature you may use in the Displayed Providers module is the "Wait Time" drop-down. If adjusted, this feature will pre-populate an SMS text notification you may send to a patient to alert them to a delay.

Shortcuts

Shortcuts is a tool you may use to quickly jump to commonly used pages.

Kiosk Mode

Kiosk Mode will "lock down" the portal so that a patient may securely complete an assessment or connect with a provider on an office device.

If your organization uses multiple kiosk devices at once, they may be managed remotely from a central office device with Remote Kiosk Mode.

Widgets

Please note: the "Try Beta" toggle in the video above will no longer be available as of December 31, 2025- and all users will see the updated dashboard design.

On the dashboard, widgets are the segments that divide each tool you use. Widgets help you manage your appointments, assessments, and booking processes. Depending on your organization's settings, you may have the option to remove widgets, rearrange them, and customize their settings.

If upon login, you see the "Customize Dashboard" option, , this means you have the ability to add or remove widgets as you see fit. If you'd like to learn how to so this, click here. Otherwise, if you do not see this option, that means your organization set default widgets for you that you are unable to remove or add.

There are nine widgets in total, but some may not be visible due to your organization’s settings. These widgets include Instant Virtual Exam Room, Ad-Hoc Video, Transfer Queue, Pending Requests, Appointment Queue, Current Appointments, Upcoming Appointments, Assessments Awaiting Review, and Outstanding Assessments. You can customize these widgets in many ways.

Please note that if you use calendar view, it is not a widget and has its own page, which you can access from the main menu.

Instant Virtual Exam Room

Instant Virtual Exam Room is a quick scheduler that only requires a few pieces of information: patient, provider, time and date.

To learn more about Instant Virtual Exam Room basics, click here.

Ad-Hoc Video

Ad-Hoc video sessions are immediate, anonymous sessions with restricted functionality.

To learn more about Ad-Hoc session basics, click here.

Managing Widgets

Depending on your organization's settings, you may have the option to remove widgets, rearrange them, and customize their settings.

If your organization did not set widget defaults, you can remove widgets with the “x” and add widgets with the Customize Dashboard option at the top of the screen.

Additionally, regardless of organization settings, you can drag widgets to where you would like them to go with thisoption.

If the widget does not fit in a certain location, you will see a warning message. In some cases, you may just need to minimize the widget with this option before attempting to move again.

Instant Virtual Exam Room and Ad-Hoc Video widgets are half-width by default and cannot be made full-width. Whereas the remaining widgets are full-width by default and may be made half-width as needed. You may put two half-width widgets side-by-side.

In addition to being able to move them around as you like, widgets can also be customized in a few different ways. Before we jump into filtering and customizing columns, it is integral to note the date range filter.

If you are ever not seeing information in the widget, be sure to check your date range to ensure it is accurate. In addition to checking your date range and displayed providers, you will want to confirm that you have the proper filters in place. You can modify your filters by clicking this option here:

The possible filters depend on the widget, but for example with the Appointments Queue, you may filter by provider, appointment type, appointment status, or location. You may always clear your selections as well if needed with the clear option.

Be sure to click “Apply” once you have made any changes.

Lastly, you can use Customize Columns to choose the information you would like to see on each row.

From this pop-up you can select all, clear all, or restore defaults. Once you have selected the details you would like to see, be sure to save your selections. Now in your widgets, the columns you see are those you selected but they are limited by the size of the widget and the size of your screen. Any columns that do not fit on the main row, you can easily access by clicking the “See More” option.

You may also notice that you only see a select few rows in your widget. This is due to the “Results Per Page” option which you may modify by clicking the drop-down arrow. From here, you can choose to see more results in this widget.

You can also now click directly on any patient or provider name from the dashboard widgets to instantly open their full profile page.

Appointment Queue

The Appointment Queue widget is a consolidated view of all appointments, regardless of their status. While it functions similarly to the Current and Upcoming Appointments widgets, you have the option to choose between displaying all three widgets or using the Appointment Queue and switching between tabs to view only Current or Upcoming Appointments.

You can adjust the information listed here by filtering, customizing columns, or modifying the displayed dates.

What scheduling options do I have?

Current Appointments

Current Appointments are any appointments that have been checked in or connected to by a staff member or provider.

Appointments are moved from "Upcoming" to "Current" when they are checked in. Video visits are automatically checked in when a provider or staff member joins the visit, but any appointment type may be checked in manually from the Actions menu.

Appointments highlighted in green means your patient is connected and ready to go!

To quickly rejoin appointments, click the "Join" button from the appointment row.

Drop-down menu options available when you press "Actions" next to appointments on the Dashboard may vary by their status, your user role, or your organization's workflow.

You can adjust the appointments listed here by filtering or modifying the displayed dates.

Upcoming Appointments

Upcoming Appointments, by default, are any appointments scheduled within the next seven days that have not yet been checked in or joined by a staff member or provider.

Appointments highlighted in green means your patient is connected and ready to go! To quickly join your appointments, click the "Join" button from the appointment row.

Drop-down menu options available when you press "Actions" next to appointments on the Dashboard may vary by their status, your user role, or your organization's workflow.

You can adjust the appointments listed here by filtering or modifying the displayed dates.

Assessments Awaiting Review

Assessments Awaiting Review are assessments that have been submitted but require review.

Some organizations bypass this step by enabling "Auto-Review" for some or all types of forms.

You can quickly begin the assessment review process by clicking the "Review" option from the assessment row.

What are assessments?

How do I review assessments?

Outstanding Assessments

Outstanding Assessments are assessments that have been sent to the assignee, but have not yet been completed.

Forms that require an electronic signature may only be submitted by the person to whom they have been assigned, but some forms will allow providers or staff to contribute responses by pressing "Actions" and "Continue."

You have a few options from the Outstanding Assessments widget:

If your patient will be completing the form in Kiosk Mode on an office device, you may copy the access code directly from the assessment row.
You may open an outstanding form by pressing "Open."
You may cancel an outstanding form by pressing "Cancel."
You may resend assessment notifications by pressing "Actions" and "Notify Again."

Additionally from the Outstanding Assessments widget, you have the My Outstanding Assessments tab. This section only appears when there is an assessment (Multi-sign) requiring your contribution or electronic signature. You may open and complete the assessment by pressing "Actions" and "Continue."

How do I assign an assessment?

Pending Requests

Pending Requests are where all appointment scheduling, rescheduling or cancellation requests appear for approval. You can see all types of requests with the "All" tab or see individual request types by navigating to the other tabs.

Cancel will list all patient requests to cancel their appointments from which you will have the ability to approve or deny.

Reschedule will list all patient requests to reschedule their appointment from which you will have the ability to approve or deny.

New Appointment will list all patient requests for a new appointment. This section is where all Unapproved Appointments now display. From these new appointment requests, you may approve, deny, modify, book again, or send assessments.

How do I handle pending requests?

Transfer Queue

Transfer Queue is where you may claim a video visit or transfer a visit to a provider or staff member.

How do I transfer or claim a video visit?

Resource Center

Hovering over the Mend logo at the bottom left of the Dashboard will open the Resource Center. The Resource Center contains important announcements and quick links to commonly accessed Knowledge Base articles. Additionally, the dashboard walkthroughs and training materials can be found in the Resource Center.

Switch Organization

If you manage or provide care in multiple organizations within Mend, you have the option to change which you are viewing without logging out.

You may do this by tapping on your name at the top right corner of the screen, then tapping the name of your organization. If you are permitted to switch organizations, a drop-down list of available organizations will appear for you to select from.

Or, at the bottom left of your screen, you should see a circular icon with your organization's initials.

If you click the circular icon, it will open the "Select Organization" menu, and you may select the organization you'd like to view.

Circular Icon with initials MD

Org Admin Information

Org Admins have the ability to take control of what roles have access to which widgets by default.

Toggling on "Default Dashboard Widgets by Role" and selecting edit next to "Pick Widgets by Role" gives you the ability to select access across every user role in your organization.

Once you've made your selections, make sure to save the changes.

Articles in this section

Intro to Mend's Dashboard