The target page explained

Dashboard

When you upload patients to a target, they will follow the steps set out in the automated workflow, and you can track those patients as they follow these steps.

Overview

The overview section is displayed at the top of the Dashboard and includes a summary of how many patients are in each stage of the automated workflow:

The top row of numbers provides a high level overview, where the ‘Total number or patients’ is the sum of ‘In progress’ and ‘Completed’ patients.

• Total number of patients: all patients uploaded to the target
• In progress: patients who have not reached the end of the automated workflow and are either in ‘In queue’ for an invitation or ‘Being invited’
• Completed: patients who have reached the end of the automated workflow.

The second row of numbers provides a more detailed breakdown of the ‘Completed’ patients:

• Booked: the sum of patients who have booked across all rounds of the workflow
• Declined: the sum of patients who have declined across all rounds of the workflow
• Did not book: the sum of patients who completed the workflow without booking
• Patient alert: patients who could not be processed on the target (read more here)

Slots

The slots section displays the number of slots that are available in the booking window - which is the period in which appointment slots are made available for patients to book in to. The booking window is an adjustable setting and it can be changed by contacting the Appt Health team.

Round breakdown

The round breakdown shows a more detailed overview of where patients are in the workflow.

The rounds are arranged in order, with patients flowing from ‘In queue’ on round 1, into ‘Being invited’ to one of the end states:

• In queue:  the number of patients who are waiting to receive an invitation
• Being invited: the number of patients who are in the process of being invited
• Booked: the number of patients who have booked during this round
• Declined: the number of patients who have declined during this round
• Did not book: the number of patients who completed the round without booking

Patients that do not book in round 1 will then move to ‘In queue’ on round 2, and so on until the end of the automated workflow.

Patient list

The ‘Patient list’ tab is accessible at the top of the target page and is where a full list of patients uploaded to the target can be found.

You can search for individual patients by NHS number or filter the patient list by status or description. It is also possible to select and remove individual or multiple patients from the target (learn more here).