Navigating Your Dashboard: A Detailed Look at Your PepCare Account

Your dashboard is the command center of your PepCare experience. From sending referrals to managing documents and team collaboration, everything starts here.

This guide walks you through how to navigate each key section so you always know where to go and what to do.

1. Use the Left Sidebar to Access Core Tools

The sidebar is your main navigation. Here’s what each section does:

Referrals
View referrals you’ve sent or received, and manage drafts.
Each referral includes patient info, status, referral type (e.g., Virtual), and action options.

Virtual Evaluation
Review cases submitted by patients (e.g., photos or descriptions), and send feedback before in-person visits.
Collaboration
Communicate with other professionals for co-managed care and interdisciplinary planning.
Virtual Recall
Automate follow-ups by requesting progress updates or photos from patients at scheduled intervals.
Patient Management
Access and organize your patients’ profiles, including past referrals and stored data.
Doctor Management
Invite or manage your doctor team within your practice.
Staff Management
Add new users and assign staff roles to optimize your workflow.
Educate and Documents
Upload educational content or share files such as pre-treatment instructions, consent forms, or PDFs with your patients.
Progress Report
Send and manage structured reports after patient visits or treatment phases.

2. Navigate Between Referrals, Evaluations, and Collaboration

At the top center of the dashboard screen (above your referral list), toggle between:

Referrals Sent
Referrals Received
Drafts

Filter and search through your patient activity using the search bar and filters at the top.

3. Upload or Access Documents

To upload files (e.g. intraoral images, consent forms, PDFs):

Click on “Educate and Documents” from the sidebar
Choose the file type and upload directly
Assign it to a patient or share it during collaboration

4. Access Your Profile and Settings

In the top-right corner, click on your photo → then select:

My Profile: Edit your bio, upload photos, update clinic info
Change Password
Subscription Plan
Join Different Practice

Use this menu to manage your personal and organizational account settings.

✅ Pro Tips

Keep your profile updated so patients can find and trust you.
Use the “...” action menu in referrals to view, reassign, or update quickly.
Leverage Virtual Recall to reduce no-shows and ensure patient engagement between visits.