Skip to main content

Dashboard

The XY Dashboard serves as your automation command center, providing a comprehensive overview of your healthcare automation environment and actionable recommendations for optimization.

Key Components​

Browser Agent Installation​

The dashboard prominently features the XY Browser Agent installation card when the extension is not yet installed. This extension enables:

  • Workflow Observation: Monitor and analyze your daily workflows
  • Smart Recommendations: AI-driven suggestions for agents and integrations
  • Auto-configuration: Automatic generation of agent automation configs
  • Form Population: Auto-populate web forms as part of your workflows

My Agents Section​

Displays your currently active and configured agents with:

  • Agent Cards: Visual representation of each active agent
  • Status Indicators: Real-time status showing if agents are active, processing, or need attention
  • Quick Access: Direct links to agent configuration and monitoring
  • Search Functionality: Filter through your agents by name or description

Current agent types include:

  • Data Entry & Transcription Agent: Automates document processing and data extraction
  • Claims Management Agent: Monitors claim statuses and handles denial processing
  • Scheduling Agent: Optimizes appointment scheduling and manages patient flow

AI-powered recommendations based on your observed workflows showing:

  • Suggested Agents: New agents that could improve your automation coverage
  • Use Case Alignment: How recommended agents match your current workflows
  • Implementation Guidance: Quick setup paths for new agent deployment

Integration Status Overview​

Visual dashboard showing your integration ecosystem health:

  • EHR Systems: Connection status for DrChrono, eClinicalWorks, Elation, and other supported platforms
  • Billing: Status of billing connections like CollaborateMD
  • Communication Tools: Patient engagement, collaboration, and productivity system status

The integration overview uses color-coded status indicators:

  • 🟢 Green: Connected and operational
  • 🟡 Yellow: Pending configuration or authentication required
  • ⚪ Gray: Not started or available for setup

Quick Actions​

The dashboard provides immediate access to common tasks:

  • Configure Integration: Set up new system connections
  • Upload Files: Process new documents immediately
  • Agent Configuration: Modify existing agent settings
  • Workflow Analysis: Review recent automation performance

Responsive Design​

The dashboard adapts to different screen sizes:

  • Desktop: Full grid layout with 2-column agent cards and detailed status
  • Tablet: Single-column layout with condensed information
  • Mobile: Stacked components with priority information first

Real-time Updates​

The dashboard includes live updates for:

  • Agent processing status changes
  • Integration connection health
  • File upload and processing progress
  • New recommendations based on workflow analysis

Customization​

Users can customize their dashboard view through:

  • Agent Filtering: Show only specific types of agents
  • Status Preferences: Configure which status indicators to display
  • Recommendation Settings: Adjust the sensitivity of agent and integration suggestions

Getting Started from the Dashboard​

New users can efficiently onboard by following the dashboard's guided flow:

  1. Install Extension: Complete the Chrome extension setup
  2. Connect First Integration: Choose your primary EHR or billing system
  3. Activate Core Agents: Enable agents that match your immediate needs
  4. Upload Initial Files: Process a sample of your document workflow
  5. Review Recommendations: Act on AI suggestions for additional automation opportunities