Which donors need follow-up?
Compare summary consent state and assigned clinician with outstanding tasks.
Review consent, event state, follow-up work and clinical evidence by donor and event.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 27 | ||
| Signed | 9 | 33% | |
| Withdrawn | 3 | 33% | |
| Expired | 1 | 33% |
Sample counts per stage
Compare summary consent state and assigned clinician with outstanding tasks.
Review purpose, version, signed date, expiry and consent state.
Group events by clinician and current state, then inspect the linked evidence.
Group accessioned samples by type and processing state.
Review draft charges and pending payment receipts separately.
Count donors by consent status and assigned clinician.
Show consent Status and expires at by Purpose and Donor.
Count donation events by Status and Clinician.
Count coordination tasks by Status, assigned to and due at.
Show signed notes and dated observations beneath each donation event.
Count tissue samples by Status and sample type.
Sum medication Quantity by Medication, lot number and donation event.
Show service charges by donation event and payments by the related Donor without assuming a payment settles a particular charge.
Start free, then use Proto to change fields, steps and approvals before your team goes live.