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Care Navigation Dashboard

This guide provides an overview of the Care Navigation Dashboard. It explains key features such as filtering data by date and type, exporting reports in various formats, and tracking request trends to improve workflow and resource allocation.

Updated this week

Introduction

The Care Navigation Dashboard provides a real-time overview of patient requests and online consultations. It enables teams to monitor trends, allocate resources effectively, and improve service delivery—without requiring manual setup or configuration.

Key Features

1. Comprehensive Data Dashboard

The Care Navigation Dashboard presents an overview of online consultations and patient requests, helping teams assess performance and optimise workflow.

2. Filtering data by date and submission type

Users can filter data by:

  • Date: Select a reporting period to view request trends over time.

  • Submission type: Filter requests by Medical, Administrative, or Other categories.

  • Time-based views: Access data by day or by hour to identify trends in patient demand.

3. Data exporting

Users can export dashboard data in multiple formats, including:

  • CSV: Ideal for spreadsheet analysis.

  • XLSX: Useful for detailed reports.

  • JSON: For integration with other systems.

The export function supports both formatted and unformatted options, allowing for flexible data usage.

How to Use the Care Navigation Dashboard

Viewing the dashboard

  1. Log in to Hero Health.

  2. Navigate to the Care Navigation > Dashboard.

  3. The dashboard will display the latest patient request and consultation data.

Applying filters

  1. Click on the filter options at the top of the dashboard.

  2. Select a timeframe (e.g., a specific week or month) to refine your view.

  3. Choose a request type filter (e.g., medical, admin, other) if needed.

  4. The dashboard will update automatically to reflect the selected filters.

Viewing total patient requests

  • The total number of patient requests for the selected period is displayed in a clear, visual format.

  • The data updates dynamically based on the applied filters.

Viewing requests by type

  • The dashboard categorises requests based on type, showing which areas require the most attention.

  • Users can refine this view using the available filters.

Exporting data

  1. Click the Export button.

  2. Choose the preferred format (CSV, XLSX, or JSON).

  3. Select whether you want formatted or unformatted data.

  4. Click Download to save the file.

Tracking request outcomes

  • The dashboard provides an overview of completed requests and recorded outcomes.

  • Teams can use this data to assess efficiency and service performance.

Frequently Asked Questions (FAQs)

How often is the dashboard updated?

The data on the dashboard updates in near real-time, with a maximum delay of two minutes.

Can I customise the filters?

Yes, you can adjust the timeframe and request type filters to focus on specific data sets.

How do I access the exported data?

Once you click ‘Export,’ the system will generate a downloadable file, which you can open in any spreadsheet software.

For further assistance, please contact our support team.

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