Every EzPraxis user can build the dashboards they need from dozens of widgets across clinical, documentation, billing and claims work. Customizable dashboards are new in 2026, in both products, and give behavioral health and case management teams their numbers without a separate reporting tool.
Dashboards
- Start from the library dashboards curated by EzPraxis: use one as it is, or copy it and make it your own. New users start with the library dashboards they have access to, already pinned.
- Create, rename, duplicate and delete dashboards, drag and resize widgets on the grid, choose a default, pin dashboards to the sidebar, and pick which clinicians a widget shows.
- Share a custom dashboard with every user of the same product in your practice.
- Let managers preview a dashboard the way a given role sees it.
- Open the matching report or list from a widget. Billing widgets open their report with the same filters.
- Widgets cover client counts, clinical documents, TCM progress notes and units, shared documents, today’s appointments (EHR), billing, outstanding receivables, receivables aging, the biller work queue, payor mix and top denial codes, plus cash collected (Client Payments add-on) and claims (Insurance Clearinghouse add-on).
Reports
- Client Details, Appointment Details (Service Details in TCM), Receivables Aging, and Payor Mix & Denials.
- Collections & Refunds with the Client Payments add-on. Claims Status & Aging, the Remittance Register and claim outcomes by payer with the Insurance Clearinghouse add-on.
- Export any report to Excel or CSV.
Good to know
- What each user sees depends on their role’s permissions.
- A dashboard is shared with every user of the same product, not with chosen people or roles.
- Reports aren’t available as PDF, and can’t be scheduled or emailed.
- Reports cover the current location only. There are no cross-location roll-ups.
- If you use a library dashboard as it is, your layout changes revert. Copy it to keep your changes.
Frequently asked questions
Can each user have their own dashboard?
Yes. Dashboards are per user, for each product and location. Each user can build their own or start from a library dashboard.
Can we share a dashboard with the team?
Yes, with every user of the same product in your practice.
Can reports be scheduled or emailed?
No. Run reports in EzPraxis and export them to Excel or CSV.
Do reports combine all our locations?
No. Reports cover the location you are working in.