> ## Documentation Index
> Fetch the complete documentation index at: https://learn.expertmd.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Overview

> A complete tour of the ExpertMD doctor dashboard, including stats cards, charts, notifications, and quick actions.

# Doctor Dashboard Overview

Your dashboard is the central hub of your ExpertMD experience. It provides an at-a-glance view of your practice activity, pending actions, earnings, and key metrics. This guide walks you through every section of the dashboard so you can get the most out of it.

## Accessing the dashboard

After signing in, you land on your dashboard by default. You can return to it at any time by clicking **Dashboard** in the left sidebar navigation.

<Frame caption="Doctor dashboard overview">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/dashboard-full.png" alt="Doctor dashboard overview" />
</Frame>

## Stats cards

At the top of your dashboard, you will find a row of summary stats cards. These give you an instant snapshot of your practice activity:

<CardGroup cols={4}>
  <Card title="Active Cases" icon="folder-open">
    The number of cases currently in progress. Click to navigate directly to your cases list.
  </Card>

  <Card title="Pending Requests" icon="inbox">
    Intake requests that are awaiting your review. Click to go to the pre-screening requests page.
  </Card>

  <Card title="Unpaid Invoices" icon="file-invoice">
    Invoices you have sent that have not yet been paid. Click to view your invoices list.
  </Card>

  <Card title="Total Earnings" icon="dollar-sign">
    Your total earnings across all paid invoices on the platform, after the 2% platform fee.
  </Card>
</CardGroup>

Each stats card is clickable and takes you to the relevant section of the platform for a detailed view.

<Frame caption="Dashboard stats cards — Active Cases, Pending Requests, Unpaid Invoices, Total Earnings">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/dashboard-stats-cards.png" alt="Dashboard stats cards — Active Cases, Pending Requests, Unpaid Invoices, Total Earnings" />
</Frame>

## Notification center

The notification bell icon in the top navigation bar shows a badge count of your unread notifications. Click it to open the notification panel, which displays recent activity such as:

* **New intake requests** -- An attorney has submitted an intake request through your form
* **Invoice payments** -- An attorney has paid one of your invoices
* **Case updates** -- New documents uploaded, appointments scheduled, or notes added to a case
* **Payment reminders** -- Automated or manual reminders sent for overdue invoices
* **Team member activity** -- A team member has joined or performed an action

<Tip>
  Review your notifications regularly. Intake requests have a time-sensitive nature, and prompt responses improve your acceptance rate with attorneys.
</Tip>

<Frame caption="Notification center panel">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/dashboard-notifications.png" alt="Notification center panel" />
</Frame>

### Notification preferences

You can configure which notifications you receive and how you receive them by navigating to **Settings > Notifications**. Options include:

* **In-app notifications** -- Always enabled, shown in the notification panel
* **Email notifications** -- Receive email alerts for important events like new requests and payments

## Charts and analytics

The dashboard includes visual charts that help you track your practice performance over time.

### Earnings chart

A line chart showing your earnings over the selected time period. You can toggle between:

* **Last 7 days** -- Daily earnings for the past week
* **Last 30 days** -- Daily earnings for the past month
* **Last 12 months** -- Monthly earnings for the past year

The chart shows gross earnings (before the 2% platform fee) as well as net earnings. Hover over any data point to see the exact amount for that period.

<Frame caption="Earnings chart with time period filters">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/dashboard-earnings-chart.png" alt="Earnings chart with time period filters" />
</Frame>

### Case activity chart

A bar chart showing case-related activity over time, including:

* New cases accepted
* Cases completed
* Intake requests received

This helps you identify trends in your workload and plan accordingly.

### Intake conversion rate

A simple metric showing what percentage of intake requests you have accepted versus rejected. A high conversion rate signals to the platform that you are responsive and selective.

## Referral card

If you are enrolled in the referral program, a referral card appears on your dashboard showing:

* **Your referral link** -- A unique URL you can share with colleagues
* **Total referrals** -- How many people have signed up using your link
* **Earnings from referrals** -- Total platform fee commissions earned through referrals
* **Copy link** button -- One-click copy of your referral URL

<Frame caption="Referral card with your unique referral link">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/dashboard-referral-card.png" alt="Referral card with your unique referral link" />
</Frame>

<Info>
  The referral program pays you 25% of the platform fees generated by each person you refer, for 12 months from their sign-up date. See the [Referral Program](/doctors/referral-program) guide for details.
</Info>

## Quick actions

Below the stats cards, you will find a row of quick action buttons for common tasks:

| Action              | Description                                                              |
| ------------------- | ------------------------------------------------------------------------ |
| **View Requests**   | Jump to your pre-screening requests to review pending intake submissions |
| **Create Invoice**  | Start creating a new invoice for a specific case                         |
| **View Cases**      | Open your full cases list                                                |
| **Manage Settings** | Go to your account settings                                              |

## Sidebar navigation

The left sidebar provides access to all major sections of the platform:

* **Dashboard** -- The main overview page (you are here)
* **Pre-Screening** -- View and manage incoming intake requests
* **Cases & Records** -- Your full list of active, completed, and archived cases
* **Invoices** -- All invoices you have created, organized by status
* **Billing** -- Your Stripe Connect account, earnings, and payout history
* **Settings** -- Profile, encryption, team members, and account settings

### Collapsible sidebar

On smaller screens or if you prefer more workspace, click the hamburger menu icon at the top of the sidebar to collapse it. The sidebar switches to icon-only mode, giving you more horizontal space for case details and documents.

## Dashboard best practices

<Steps>
  <Step title="Check your dashboard daily">
    Start each work session by reviewing your dashboard. Check for new intake requests, unpaid invoices, and any notifications that require your attention.
  </Step>

  <Step title="Respond to intake requests promptly">
    Attorneys often reach out to multiple experts. Responding quickly to intake requests increases your chances of being selected for a case.
  </Step>

  <Step title="Monitor your earnings">
    Use the earnings chart to track your monthly revenue. If you notice a decline, consider updating your intake form, adjusting your rates, or reaching out to your attorney network.
  </Step>

  <Step title="Keep your profile current">
    An up-to-date profile with accurate specialty information and credentials helps attorneys find and trust you.
  </Step>
</Steps>

## Troubleshooting

### Stats cards show zero

If your stats cards all show zero, this is normal for new accounts. As you receive intake requests, accept cases, and create invoices, these numbers will update automatically.

### Charts are not loading

* Ensure your browser supports modern JavaScript (Chrome, Firefox, Safari, or Edge)
* Disable ad blockers or privacy extensions that may block chart rendering
* Try refreshing the page
* Clear your browser cache if the issue persists

### Notifications are not appearing

* Check **Settings > Notifications** to ensure notifications are enabled
* Verify that your browser allows notifications from expertmd.io
* Check your email spam folder if you are missing email notifications

## Next steps

<CardGroup cols={2}>
  <Card title="Intake Form Setup" icon="file-lines" href="/doctors/intake-form-setup">
    Configure your intake form and vanity URL
  </Card>

  <Card title="Pre-Screening Requests" icon="inbox" href="/doctors/pre-screening-requests">
    Learn how to review and manage incoming requests
  </Card>
</CardGroup>