Home Customization & Account Settings
Platform Admins can tailor the home screen to the widgets they want. Every user has an Account Settings page for personal preferences.
Customizing the home screen
The Customize Home Page control (gear icon) in the home page header is shown only to users with the Platform Admin role (Orbital-Platform-Admin). The person who created the organization has this role. Organization Admins and Instance Admins without it do not see the control.
Opening it brings up two lists:
- Active Widgets — the widgets currently shown. Drag a widget by its handle to reorder it, or use the remove (−) button to take it off the home screen.
- Widget Library — widgets that are available but not currently active. Use the add (+) button to place one on the home screen.
Use the Search widgets box, or filter by category with the chips at the top. Categories are Communication, Clinical, Productivity, and Admin.
Use Save Changes to apply the layout, Reset to Defaults to return to the standard arrangement, or Cancel to discard edits. The layout is saved on your own user account, so each Platform Admin can keep a personalized home screen.
Available widgets
| Widget | Category | Purpose |
|---|---|---|
| Launch your practice | Admin | Setup checklist and patient registration link for a new practice |
| Recent Messages | Communication | Unread messages from patients |
| Upcoming Appointments | Clinical | View and manage your upcoming appointments |
| Recent Patients | Clinical | Quickly access your recently viewed patients |
| Recent Notes | Clinical | Your recently created clinical notes |
| Care Team Patients | Clinical | Patients assigned to your care team |
| Schedule (timeline) | Clinical | Today / Tomorrow / Week timeline with a "now" marker |
| Boards | Productivity | Active task boards. Platform Admins only, and only when the board feature is on. |
| Tasks | Productivity | Full task management widget |
| Upcoming Tasks | Productivity | Tasks due in the near future |
| Reminders | Productivity | Personal reminders and notifications |
| Scratchpad | Productivity | Quick notes, reminders, and links |
| KPI strip | Productivity | At-a-glance metrics across the top of the home page |
| Quick start | Productivity | One-click actions: add patient, start a note, message, book |
| Active Campaigns | Communication | Currently running marketing campaigns. Platform Admins only, and only when the campaigns feature is on. |
| Registration Funnel | Admin | Track how patients progress through your registration process |
Some other widgets appear only when the relevant feature is enabled or when your role includes the data they show (for example a linked practitioner). The library is the set you can actually add.
Account Settings
The Account Settings page consolidates personal preferences in one place. Reach it at Settings → Account (/settings/account). Settings apply to your own account and are grouped into three sections:
Appearance
- Interface Theme — choose System, Light, or Dark.
- Color Theme — pick from CareLaunch's named light and dark themes.
- Snow Effect — toggle a falling snow animation.
- Celebration Effects — toggle confetti when you complete tasks.
Keyboard Shortcuts
- Command Launcher (⌘K / Ctrl+K) — quick-search patients, navigate, and run actions.
- Keyboard Shortcuts — enable or disable keyboard shortcuts throughout the app.
Profile
- Edit Profile — jump to your user profile to update your name, contact info, and preferences.
Workload by owner (Dashboard)
The reporting Dashboard (/dashboard) includes a Workload by owner widget that breaks down tasks by owner, showing open and completed task counts along with a capacity view. Use it to see how work is distributed across your team at a glance.