Dashboard overview for clinicians and sites April 14, 2023 20:01 Updated Who is this for? ✓ Plan: Telehealth platform for enterprise institutions ✓ Role: Clinician, Site The Eko Dashboard is a tool to help you manage your patients, sites, and related data. You use it to: View and use all functionality enabled for your institution. Watch the video Livestream-based program Recording-based program How to access the Dashboard Sign in to the Dashboard here, or you can find it on the Eko website by clicking Dashboard on the top right. Clinicians If you’re new to Eko, an Eko account should have been created for you by your Program Admin, who assigned you the role of Clinician or Site. You should have received an email prompting you to create an account. If you already have an Eko account, you should have received an email confirming your account. Sites Use the email address and password provided for your site account. About programs Programs help you organize and manage clinician access, live streams, and patient recordings based on your institution’s needs. Programs can be based on location, specialty, diagnoses, and so on. It’s up to your institution to decide how to set up programs. There are two types of programs: Live stream-based program Used for live streaming use cases where the patient and the provider are in a virtual visit together at the same time. The Dashboard screen shows the list of live streams available to the user based on the program they’re viewing. Recording-based program Used for recording use cases where the patient may have metrics captured at one time that are uploaded and then reviewed by a provider later. The Dashboard screen shows the list of recent recordings that have been taken by users that belong to the program the user is viewing. Tour of the Dashboard Let’s take a tour of the screens you have access to in the Dashboard. Program In the Program section of the navigation bar, you can view the currently-selected program or select a different program if there is more than one. Click the Program button to open a drop-down menu showing the list of programs. Click a different program name to select it. Dashboard In the Dashboard section of the navigation bar, the view changes based on whether or not the selected program is live stream-based or recording-based. Live stream-based dashboard The dashboard for the live stream program shows the list of live streams you can join. You can: Select whether to view the live streams for sites or clinicians. Search for a specific user. Click the star icon to favorite the live streams you join most often. Recording-based dashboard The dashboard for the recording program displays a list of sites you’ve selected as a favorite. The second table shows the list of recordings that have been taken within the past 14 days. Patients The Patients screen shows the list of patients assigned to the program you are viewing. By default, the table will be populated by active patients. You can search by patient name or filter the table to show archived patients, active patients, or all patients for the program. Clicking a row in the table will direct you to the patient profile. Note This screen is only visible if recordings are turned on for your institution. Unassigned Recordings The Unassigned Recordings screen shows a list of recordings that haven’t been assigned to a patient profile. The list only shows the recordings that the signed-in user created. It doesn’t show all of the unassigned recordings for the entire program. Live Stream The Live Stream section is used to connect to a live stream. This is only accessible for recording-based programs where the institution has live streaming turned on. For live streaming-based programs, this section is disabled because this information is already shown in the Dashboard section. Eko Device The Eko Device section is used to connect to an Eko device through web pairing, which is essential for live streaming and taking recordings on the Dashboard. This feature is only supported on Google Chrome or Microsoft Edge browsers. LBL: 0001902 Rev.1.0 Date of Issue: April 12, 2023