My Dashboard Overview

The My Dashboard tab is your central hub for managing day-to-day responsibilities as a Team Member in Wellifiy. It provides a real-time snapshot of patient engagement, upcoming appointments, tasks, assessments, activities, and more — all in one view.

🗓 Upcoming Appointments

This section lists Upcoming Appointments scheduled in the coming days. You’ll see:

Date & Time
Type (e.g. Group or Individual)
Service
Patient Name & Phone (if available)
Duration
Action Button (⋯) to join video calls or manage the appointment

Click Go To Calendar → to access your full calendar view.

✅ My To-Do List

Track outstanding tasks that have been assigned to you or created by you. Each task shows:

Task Name (e.g. Send program information, Medication review required)
Patient Name (clickable to open their profile)
Due Date
Status (e.g. Overdue)
Creator & Assignee

You can:

Filter by Team Member
Filter by task creator
Filter by status (e.g. Current, Completed)
Click + New to create a task
Mark tasks as complete via the checkbox

👥 Last Active Feed

Displays the most recent time a patient was active in the platform, including:

Patient Name
Last Active Date & Time

Use this to monitor recent patient engagement.

📄 Assessments & Forms Feed

Lists recent patient submissions, including:

Assessment or Form Type
Patient Name
Date & Time Submitted

Click on the highlighted link to view the full submission.

Note: This feed will display patients for whom the logged-in Team Member is the Primary Team Member, or where the Team Member has opted to receive notifications.

📌 Activities Feed

Tracks patient submissions of activities. Each entry includes:

Patient Name
Activity Type
Date & Time

Click any entry for further details.

Note: Like the Assessments & Forms feed, this section only includes patients for whom you are the Primary Team Member, or where you've elected to receive notifications.

👩‍⚕️ My Patients List

This table shows all patients for whom you are listed as the Primary Team Member. For each patient, you’ll see:

Patient Name
MRN
Assessments: Pending and Completed
Forms: Pending and Completed
Group: Patient Group assignment
Labels: Clinic-defined tags (e.g. Engaged, Follow Up Required)
Date Created: When the patient profile was created

Includes:

A Search bar to filter by name or MRN
Filter options by Group and Label
+ New button to create a new patient (depending on permissions)