Your account — password, PIN, My Rate, My Schedule, Mobile App
Your personal menu is where the things that belong to you live — not to the practice: your password and PIN, your commission, your working hours. Everyone has it, whatever their role.
Opening it
At the bottom of the sidebar is a box with a small badge (the first two letters of your first name), your first name and your email. Click it. The menu has:
- Account — opens your account window on the Security tab.
- My Schedule — only there when something about your schedule is waiting for you (see below). Opens the account window on the My Schedule tab.
- Log out — signs you out of SightHub.
A red number on that badge means there is news about your schedule. The same number sits next to My Schedule in the menu.
The account window
The window is titled Settings and has four tabs down the left: Security, My Rate, My Schedule and Mobile App.
Security — password and PIN
Two cards side by side.
Change Password
- Type your Current Password.
- Type the New Password. The box itself only insists on 6 characters, but SightHub then applies the real rules: at least 10 characters, no username inside, nothing easy to guess.
- Type it again in Confirm New Password. If the two do not match you see Passwords do not match.
- Press Update Password.
You see Password changed successfully. If your current password was wrong, or the new one breaks a rule, you only see Failed to change password — the reason is not shown, so check the password against the rules above.
Change Express Login — the PIN used on the sign-in screen's Express Login box.
- Type your Current Password. With the box empty the button does nothing.
- Press Update Express Login.
You do not choose the PIN — SightHub makes up a new one and shows it in a blue box: Your Express Pass — write it down. Note it straight away; once you close the window it is not shown again.
Below the two cards is Two-factor sign-in — turning on the code from your phone, recovery codes and remembered browsers. It has its own page: Two-factor sign-in.
How the password and the PIN are used at the door is in Signing in.
My Rate — your own commission
My Rate is your personal slice of the commission report: what you earned, and no one else.
- Pick the dates. Either type a Start Date and End Date and press Search, or press one of the quick buttons — they fill in the dates and search straight away:
- Current Pay Period — the last 14 days, up to today.
- Prior Pay Period — the 14 days before that (28 to 15 days ago).
- MTD — from the 1st of this month to today.
- YTD — from 1 January to today.
- Read the result. The top shows your Commission for the period and the Rate it was worked out at. Under it, every invoice you sold is a card with its items (Item, Amount ($)) and the Invoice Total.
Clear empties the dates and the result. No data means nothing was sold under your name in that period.
The two pay-period buttons are simply "the last two weeks" and "the two weeks before". If your practice pays on fixed dates, type those dates in yourself.
The practice-wide version, with every seller, is the Commission report — see Sales reports.
My Schedule — when you work
My Schedule shows the working hours your manager has set for you. You can look but not change anything here — changes are made by a manager in Employees.
- Day / Week / Month in the top right switch the view. It opens on Week. Weeks run Sunday to Saturday.
- Today jumps back to today; the arrows move one day, week or month at a time.
- Three boxes sum up what is on screen: Working days, Total hours and the Range of dates.
In Day and Week view, each day is a card with:
- A tag saying what kind of day it is:
- Scheduled (blue) — your normal hours.
- Override (purple) — the hours were changed for that one day.
- Holiday (pink).
- Off — not a working day.
- The hours, for example 9am — 5pm, the Lunch break if there is one, and the hours worked that day with lunch taken off.
- Day off on days you do not work.
In Month view you get a calendar. Today is shaded blue, each working day shows its hours, and holidays are marked Holiday.
When you open this tab, the red number on the badge is checked again.
Mobile App — the patient app QR code
Download the SightHub app shows a QR code for the SightHub app that patients install on their phones.
- A patient points their phone camera at the code and taps the notification. They go to the App Store or Google Play, whichever fits their phone.
- Open install page opens the same link in a new tab. On a phone it goes straight to the store; on a computer it shows a page with both store links.
The screen suggests printing the code for the reception desk. There is no print button on the tab — use your browser's print, or save a screenshot.
Good to know
- Write the new PIN down before you close the window. It is shown only once.
- My Schedule appears in the menu only when there is something new. You can always reach the tab through Account → My Schedule.
- Month totals include the grey days. In Month view the calendar fills whole weeks, so Working days and Total hours also count the greyed-out days from the months before and after. For an exact monthly figure, read the days of the month, or use Week view week by week.
- My Rate only shows your own sales. For everyone's commission, use the Commission report.