Service area dashboard

By selecting the “View by” option, you can switch to view the dashboard by Service area.

The waitlist service area dashboard will display information on each referral's service area, such as North Hampshire, South, and West Hertfordshire.

It will also display how many referrals are categorised as Urgent or Routine. The enhanced filtering allows you to refine and narrow down the referrals displayed on the status dashboard. This helps you quickly find and manage the specific referrals you need to work with by providing the ability to filter by various criteria, such as:

• Status: filter referrals based on their status (e.g., Booked, For management, Ready to book or Waiting)
• Urgency: filter referrals based on their urgency level (e.g., Urgent, Routine).
• Service area: filter referrals based on the service area they belong to.
• Rota type: filter referrals based on the specific rota type or service provided.
• Slot type: follow-up or initial.

By combining these filters, you can create highly specific views of your referrals, making it easier to prioritise tasks and manage your workload effectively.

A "Show dashboard" toggle lets you control the visibility of the weekly statistics graph. Turning the toggle on displays the central graph, but turning it off hides it.

The default view for the central graph presents the complete list of appointments; however, clicking on any ‘see all’ links in status cards on the right-hand side will update the central graph.  Alternatively, you can also select the green routine or red urgent flags to update the central graph.

To view a list of referrals, you can click on the following:

• The “See all” links in the status card list all the referrals currently assigned to this Service area.
• By red/green flag, see the list of referrals depending on urgency.
• The bars in the central graph (coming soon).

T

o view any individual referrals, please select View referral.