New Homepage Configuration
Overview
The New Homepage consists of role-based Dashboards and configurable Widgets that are built and managed in the Designer. Once configured and tested, the New Homepage is activated per environment in the Admin Portal.
For an overview of how the New Homepage works in the Care Portal, see New Homepage. For activation steps, see New Homepage Setup (Admin).
Dashboards
A Dashboard is a set of Widgets available to users with a specific role on the New Homepage.
Creating a Dashboard
In the Designer, navigate to the New Homepage section.
Click to create a new Dashboard.
Enter a Title for the Dashboard.
In the Roles drop-down, select the roles that will have access to this Dashboard.
From the Available Widgets list, add Widgets to the Visible Widgets column.
Customize the layout and alignment of Widgets on the page.
Save and publish the changes.
When a user logs into the Care Portal, the drop-down on the New Homepage displays the Dashboards available for their role.
License note: An environment is limited to 1 Dashboard under the standard license. This can be unlocked with the Homepage Plus feature. Contact your CSM for pricing.
Widgets
A Widget is a set of rules that selects and displays information. When creating a Widget, set its Title and select an entity type.
Entity Types
Widgets are built around one of the following entity types:
Patient (parent entity)
Patient Program
Assessments
Encounter
CDT
Notification
Calendar event
Patient is the parent entity; all others are child entities. Building a Widget from a child entity may introduce limitations (for example, filtering by patient fields is not supported).
License note: An environment is limited to 6 Widgets under the standard license. This can be unlocked with the Homepage Plus feature. Contact your CSM for pricing.
Configuration Tab
The Configuration tab is where you define the conditions for the Widget. It has two subtabs:
Rule Builder – the main subtab where you select fields, add them to groups, and set conditions for their values.
Code Source – displays the configured rules translated into an OpenSearch query. It is strongly recommended that your engineering team review the source code to ensure it aligns with business requirements.
Condition Fields by Entity Type
Patient Entity – 4 categories are available:
Patient – patient profile fields configured in the Designer
Assessment – assessment information, including CDTs and CDTFs used within assessments
Program – program information
CDT(F) – CDT fields filled in for the patient (matches all CDTs containing that field, regardless of which CDT it is stored in)
Other Entities (child entities) – 2 categories are available:
Conditions related to the selected entity
Patient – patient profile fields configured in the Designer
For Patient and CDT entities, you can enable the Use last CDT record toggle:
When disabled, the Widget displays all suitable CDT records.
When enabled, only the last CDT record from all suitable records is displayed.
Current User Variable
For fields that refer to a username, use {{CURRENT_USER_NAME}} to dynamically select the currently logged-in user. Do not add extra spaces in the field containing this variable.
Conditions with Titles
You can add title checks to conditions – for example, the title of an assessment or the title of a program phase. Title fields are case-sensitive and must exactly match how the element is named in your Designer configuration.
Date Expressions
For date fields, use the now expression to specify relative time periods. See New Homepage for the full reference table.
Multiple Criteria for One Child Entity
When checking multiple conditions for a single child entity (for example, a program phase and the start date of that phase), all conditions for that entity must be placed in the same group. This ensures the conditions are evaluated together.
Example: To check that a patient is in one of two program phases AND that the start date falls within a time interval:
Create one group for the first phase + its date condition
Create a second group for the second phase + its date condition
Set an "or" operator between the groups
If conditions for the same entity are placed in separate groups, the system evaluates them independently and cannot guarantee they refer to the same record.
Columns Tab
The Columns tab lets you select which fields are displayed in the Widget.
Available Columns – all fields that can be added to the Widget (same set as the Configuration tab fields)
Visible Columns – fields that have been added and will be shown
Once added, columns can be reordered to control display order. Clicking on an added column opens Column Settings where you can set a custom column title and enable filtering by that column.
Enable Filtering Toggle
If filtering is enabled for a column, a filter icon appears on that column in the Care Portal, allowing users to filter the widget results by that field.
If the Widget is built from a Patient entity type, there are no filtering limitations.
If the Widget is built from a child entity, filtering is only supported for fields of that child entity. Filtering by patient fields is not available.
Sort (Default) Tab
The Sort tab lets you select the default sort field for the Widget. Only one sort field can be selected.
To select a field, click + Data Type Field. The list shows the columns already added in the Columns tab. For the selected field, choose the sort direction (ascending or descending) and optionally remove the sort field.
Widget Example
Goal: Display patients who are in one of two specific program phases and have a date in a specific CDTF set no more than 14 days ago.
Configuration tab setup:
Group 1: program phase = "Phase A" → AND → CDTF date >=
now-14d/dGroup 2: program phase = "Phase B" → AND → CDTF date >=
now-14d/dOperator between groups: or
Columns: patient name, CDTF date (with filtering enabled on the date column)
Sort: patient name, ascending
This Widget will show all patients in either of the two phases who have a qualifying date in the last 14 days.
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