Purpose
Increase transparency of Task List items, review task statuses, see when a task was completed and by whom, and to who the task was assigned. Use this report to review tasks that may need attention/have gotten lost in the shuffle.
Dashboard is broken into two tabs, Summary and Details.
The Summary Tab shows a high-level overview of task volume by status, excluding the voided tasks. It also displays a breakdown of task volume by status and assignee, and trends the task volume by day. This tab also displays a Group by filter that is non-clearable and applies to the Trend section only.
The Details Tab contains a filter that allows you to include or exclude voided tasks.
Questions the Dashboard Can Answer
Which tasks are open, their due date, and who is assigned to them
Which tasks are voided, when they were voided, and who was assigned to them
Which tasks are completed, when they were completed, who is assigned to them, and who completed them
Determine whether tasks are being completed early, late, or on time
Which patient(s) has tasks related to them, and ability to filter by status
FAQs
This dashboard surfaces one row per task, and displays the latest information for this task. This dashboard is not tracking changes made per task.
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
