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The admin dashboard is available to global administrators and provides oversight across all facilities on the platform.
The admin dashboard requires Global Admin permissions. If you don’t see the Admin section in the sidebar, contact your organization’s platform administrator to request access.

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Metrics

Four summary cards at the top:
MetricDescription
Total FacilitiesCount of all facilities on the platform
Active FacilitiesFacilities with active subscriptions
Total UsersUser count across all facilities
Cases This MonthTotal case count for the current month

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Facility status breakdown

A status distribution showing facility counts by subscription state: Active, Trial, Past Due, and Disabled.

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Alerts

Conditional alert banners surface issues requiring attention:
  • Past Due (red) — facilities with payment issues
  • Trial (amber) — trial facilities approaching expiration

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Quick actions

A sidebar with shortcuts to common admin tasks:
  • Create Facility — launch the facility creation wizard
  • View Facilities — browse all facilities
  • Audit Log — platform-wide activity log
And global settings links:
  • Milestones — global milestone templates
  • Procedure Types — global procedure catalog
  • Implant Companies — shared vendor list
  • Delay Types — standard delay categories

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Recent activity

A feed showing the last 10 audit entries across all facilities with user email, action description, facility name, and relative timestamp.

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Global vs. facility settings

ScopeDescription
Global templatesDefine defaults that seed new facilities on creation
Facility settingsPer-facility configuration that can diverge from templates
Changes to global templates affect future facilities only — existing facilities are not retroactively updated.
Global milestones are an exception — new global milestones do propagate to all existing facilities automatically with a source_milestone_type_id stamp. This ensures all facilities have access to new workflow steps.

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Common admin workflows

Use the Facility creation wizard to provision the facility with templates, then optionally use the Demo generator to populate it with sample data for training.
Edit Global templates to update the default milestone workflows, procedures, or flag rules. These changes only affect facilities created after the update.
Check the Recent activity feed for the relevant facility, then navigate to that facility’s settings to review its configuration.

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Next steps

Facility wizard

Provision a new facility.

Global templates

Manage platform-wide template defaults.