Visit load
Which encounters are Scheduled, Arrived, in progress or awaiting review for each clinician?
From Encounter planning
- OT / Surgery Scheduling
- Reports and analytics
Reports for the questions your team asks
Ask practical questions about visit progress, evidence and follow-up.
Overview×
OT / Surgery Scheduling · Overview
OT / Surgery Scheduling dashboard
This quarter
Care tasks in view
6Open
2In progress
2Escalated
2Encounters by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Scheduled | 49 | ||
| Arrived | 9 | 18% | |
| In progress | 4 | 44% | |
| Awaiting review | 2 | 50% |
Encounters by status
Sample counts per stage
Questions to answer
Documentation
Which encounter notes remain Draft, and who authored them?
From Encounter planning
Consent
Which patient consent records are approaching their expiry date?
Privilege review
Which clinician privileges remain Pending or are outside their effective period?
Follow-up
Which patient tasks are open or escalated, and when are they due?
Specialty activity
Which specimens remain in processing, and which encounters have dispensation records?
Billing
Which encounter charges are Draft and which patient payments are Pending?
From Charges and payments
More reports
Encounter status by clinician Grouped
Group encounters by clinician and status to see each clinician's current visit load.
Scheduled encounter dates List
List patient visits by scheduled at, visit type and Clinician.
Consent expiry review List
Find consents by expires at, purpose and status for follow-up.
Privilege verification register List
Review clinician privilege type, effective dates and verification status.
Clinical documentation status Grouped
Group notes by encounter, author and status.
Specimen progress Grouped
Group specimens by encounter and processing status.
Care task due dates List
List open patient tasks by due at and assigned to.
Encounter charges Grouped
Group charge amounts and statuses by encounter.
Patient payment register List
Review payment amount, received date, reference and status by patient.
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