---
title: " Navigating Your Dashboard: A Detailed Look at Your PepCare Account"
url: "https://help.pepcare.com/en/article/navigating-your-dashboard-a-detailed-look-at-your-pepcare-account"
language: "en"
last_updated: "2025-06-30T19:13:00.521Z"
---

#  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.

### ***Watch the Video and See How Your Dashboard Works***

[Embedded content](https://www.loom.com/embed/98cb5634ebf447fbb1b6c76a2f5ee80d?sid=6ad27425-e905-4ef7-aaee-00e2b0555206)