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Understanding Your Dashboard

Learn what your dashboard shows and how to use it

What is the Dashboard?

Your dashboard is your command center. It shows you at a glance:

  • Your current compliance status
  • What needs attention
  • Your progress toward full compliance
  • Quick actions you can take

Compliance Status

At the top of your dashboard, you'll see your compliance status:

✅ Compliant (Green)

  • Low risk level
  • All critical requirements met
  • Ready for audit

⚠️ Attention Needed (Yellow)

  • Medium risk level
  • Some gaps need to be addressed
  • Most requirements met

❌ At Risk (Red)

  • High risk level
  • Critical gaps need immediate attention
  • Not ready for audit

Key Metrics

Your dashboard shows several important numbers:

Action Items

  • Total: All items that need attention
  • Critical: Must be addressed immediately
  • High Priority: Should be addressed soon

Policies

  • Completed: How many of the 9 required policies you've generated
  • Total: Always 9 (the required number)

Training

  • Employees Trained: Staff who have completed HIPAA training
  • Total Employees: All staff members in your system

Evidence

  • Valid: Evidence files that are properly connected to policies
  • Missing: Evidence that still needs to be uploaded

Action Items Section

This is your to-do list. Action items are created automatically based on:

  • Your risk assessment answers
  • Missing policies
  • Expired training
  • Missing evidence

Each action item shows:

  • What needs to be done
  • Why it matters
  • Priority level
  • Due date (if applicable)

To complete an action item:

  1. Click on the item
  2. Follow the instructions
  3. Mark it as complete when done

Quick Actions

Your dashboard provides quick access to common tasks:

  • Generate Missing Documents - Create policies you haven't generated yet
  • Start Risk Assessment - Complete or update your SRA
  • Upload Evidence - Add evidence files to your policies
  • Assign Training - Set up training for employees
  • Export Audit Package - Download everything for an auditor

Alerts and Notifications

The dashboard highlights important alerts:

  • Critical Action Items - Things that need immediate attention
  • Expiring Training - Certificates that need renewal (30-day warning)
  • Missing Evidence - Policies without supporting evidence
  • Policy Updates - Policies that need to be reviewed or updated
  • Risk Assessment Due - Annual SRA renewal reminder

Understanding Your Compliance Score

Your compliance score is a percentage (0-100%) that reflects:

  • Risk assessment results
  • Policy completion
  • Training completion
  • Evidence coverage
  • Action item completion

How to improve your score:

  1. Complete your risk assessment
  2. Generate all 9 required policies
  3. Upload evidence for each policy
  4. Complete employee training
  5. Address action items, starting with critical ones

What to Do First

If you're new to HIPAA Hub, start here:

  1. Check your compliance status - See where you stand
  2. Review critical action items - Address the most important things first
  3. Complete your risk assessment - If you haven't already
  4. Generate missing policies - Create the documents you need
  5. Upload evidence - Connect proof to your policies

Tips for Using Your Dashboard

  • Check daily - New action items may appear as you complete tasks
  • Prioritize critical items - These have the biggest impact on compliance
  • Use quick actions - Save time with one-click access to common tasks
  • Review alerts - Don't ignore notifications, they're important
  • Track your progress - Watch your compliance score improve over time

Next Steps