> ## Documentation Index
> Fetch the complete documentation index at: https://docs.junction.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Changelog of Junction Dashboard updates including compendium search, lab account selection, and patient demographics improvements.

### Cross-Compendium Marker Search (Mar 2026)

The Dashboard now includes a cross-compendium search tool that lets you search for markers across multiple labs and convert lab tests from one provider to another.

<Accordion title="Details" defaultOpen icon="magnifying-glass" iconType="duotone">
  ## Search

  * **Cross-lab search** – Search for markers across Quest, Labcorp, BioReference, and Sonora Quest from a single interface.
  * **CPT code filtering** – Narrow results by entering one or more CPT codes.
  * **Related markers** – View alternative canonical test candidates and related markers across labs.
  * **Match confidence** – Each result shows how it relates to your query (exact match, subset, superset, or overlap) along with a confidence score.

  ## Convert

  * **Lab test conversion** – Convert an existing lab test or a list of provider IDs from one lab to another.
  * **Candidate selection** – Review and select from ranked conversion candidates before creating a new panel.
  * **Direct panel creation** – Create a new lab test panel directly from your search or conversion results.
</Accordion>

### Lab Account Selection in Order Flow (Feb 2026)

The order creation flow now includes a lab account selection step. When your team has multiple lab accounts, a new screen lets you choose which account to use before selecting panels.
Each account card shows the lab name, provider account ID, geographic coverage, and supported billing types.

<Accordion title="Details" defaultOpen icon="building" iconType="duotone">
  ## Order Flow Changes

  * **Lab account selection screen** – Appears after patient selection when your team has 2+ customer lab accounts. If only one account exists, it is auto-selected.
  * **Filtered panels and markers** – After selecting a lab account, only panels and markers available under that lab are shown.
  * **Review screen** – The selected lab account is displayed on the order review screen with a dropdown to change it. Switching to a different lab resets the order set and AoE answers; switching within the same lab preserves them.

  <Info>
    Lab account selection is available in production environments when the feature is enabled for your team.
  </Info>
</Accordion>

### Managing Org and Team Management Keys (June 2025)

You can now provision and manage Management Keys through the Junction Dashboard:

* Org Management Keys, through the new Org Config page.
* Team Management Keys, through the Team Config page of a specific team.

<AccordionGroup>
  <Accordion title="Team Management Keys" defaultOpen icon="key" iconType="duotone">
    You can manage Team Management Keys also through the Management API — check out the
    [Create Management Keys](/api-reference/org-management/management-keys/create-management-key) and
    [List Management Keys](/api-reference/org-management/management-keys/list-management-keys) endpoint documentation.

    You must be an Org Admin or using an Org Management Key to manage Team Management Keys.
  </Accordion>

  <Accordion title="Org Management Keys" defaultOpen icon="key" iconType="duotone">
    Only Org Admins can manage Org Management Keys, and it must be done through the Junction Dashboard.
  </Accordion>
</AccordionGroup>

### Managing Brand Information (June 2025)

We have updated the **Branding and Communications** tab (previously *White-Labelling*) in the Team Config page. You can now
review and update your Team's brand information through this page.

<Accordion title="Details" defaultOpen icon="billboard" iconType="duotone">
  Team Brand Information is used in:

  1. All patient communication in [Junction Lab Testing](/lab/overview/introduction) sent on your behalf;
  2. the Junction-hosted Appointment Booking page for [Junction Lab Testing](/lab/overview/introduction); and
  3. the Junction-hosted [Link Widget](/wearables/connecting-providers/introduction).

  You can also manage this information programmatically through the Management API — check out the
  [Update Team](/api-reference/org-management/team/update-team) and [Create Team](/api-reference/org-management/team/create-team)
  endpoint documentation.
</Accordion>

### Introducing Team Admin Roles (May 2025)

Introducing **Team Admin** roles for the Junction Dashboard users. Choose between organization-wide and team-specific admin privileges when adding members.

<Accordion title="Details" defaultOpen icon="magnifying-glass" iconType="duotone">
  ## What's New

  * **Two Permission Levels** – When inviting new members to your organization, you can now choose between **Org Admin** and **Team Admin** roles.
  * **Team-Specific Access** – **Team Admins** can be granted access to specific teams by providing a list of team IDs during invitation or role modification.

  ## Role Capabilities

  ### Org Admin

  * Full access to all organization resources and teams
  * Can view and edit roles of all organization members
  * Complete access to billing information and organization settings

  ### Team Admin

  * Access limited to specifically assigned teams
  * Cannot view or edit roles of other organization members
  * No access to teams outside their allowed list
  * Cannot view or modify billing information or other organization-level settings
</Accordion>

### Improved Order Search experience (Aug 2024)

We have improved the search and filtering capabilities in the Orders page, helping you quickly locate specific orders and information.

<Accordion title="Details" defaultOpen icon="magnifying-glass" iconType="duotone">
  #### Basic filters

  Order searching now supports these filtering criteria:

  * Patient or Recipient (in the case of at-home kits) — First or Last name
  * Patient Email
  * Patient Date of Birth
    * in the YYYY-MM-DD format.
    * e.g., "1988" will filter for all patients born in 1988.
    * e.g., "1988-03" will filter for all patients born in March of 1988 and "1988-03-07" will filter for all patients born on March 7th, 1988.
  * User ID
  * Client User ID
  * Order ID
  * Order Status

  <Info>
    Only one Basic filter can be active at any given time. This is because Basic filters are
    mutually exclusive with each other.
  </Info>

  ### Date filters

  On top of the basic filters, you can now filter by date range based on either:

  * the Order Creation date
    * For scheduled tests, the order creation date is considered instead of the scheduled date.
  * the Order Last Updated date
    * This allows you to filter orders based on the date at which the order status was last updated.

  Dates are currently filtered with respect to the UTC timezone.

  ### Status filters

  Filter based on the most recent status of the order. Note that some statuses are unique to a collection modality such as Mobile Phlebotomy or Self-Collected Test Kits.

  <Info>
    You can apply multiple Status filters at the same time. These stack as a logical OR among themselves.
  </Info>

  ### Order Type filters

  Filter based on the order type: At-Home Phlebotomy, Walk-In Test, At-Home Test Kit.

  <Info>
    You can apply multiple Order Type filters at the same time. These stack as a logical OR among themselves.
  </Info>

  ### Activation Type filters

  Filter for:

  1. Scheduled Orders that would not begin execution until the specified target date; or
  2. Current Orders that have been executed and are being fulfilled.
</Accordion>

### Improved User Search and Introspection experience (Jun 2024)

The Users page in the Junction Dashboard is now a search-first experience with more filtering and sorting options
available. You can now also click on specific users to inspect device connection status and the patient details.

<Accordion title="Details" defaultOpen icon="magnifying-glass" iconType="duotone">
  Find your user by typing their Client User ID or Junction User ID into the search bar. For lab testing users: Name, Email and Phone Number are also supported.

  Click on a user to reveal the new User Details page:

  #### The General tab

  Shows an overview of all patient details and user settings associated with the Junction User ID.

  #### The Connections tab

  Provides device connection availability and data ingestion insights of the Junction User.

  You can also obtain this same information programmatically through the [Introspection API](/api-reference/data/introspection/user-resources).
</Accordion>
