Programme Dashboards & Monitoring

Last updated: 16 April 2026

Programme Dashboards & Monitoring

Every care programme has a dashboard that brings together the patient's programme-specific data in one view. This article covers the common features across all programme dashboards.

Accessing a Dashboard

  1. Open the patient's record
  2. Navigate to the Care Programmes tab under Clinical Record
  3. Click View Dashboard on an active enrolment

Summary Cards

The top of each dashboard shows key metrics as summary cards. These vary by programme but always include:

  • Key clinical measurements (e.g. weight, symptom scores)
  • Change since enrolment
  • Programme duration
  • Activity counts (questionnaires completed, episodes created)

Trend Charts

Each programme includes one or more trend charts plotting clinical data over time. Charts:

  • Only include data from after the enrolment date
  • Can be toggled between different views (e.g. total score vs domain breakdown for menopause)
  • Show data points from observations and questionnaire responses

Relevant pathology results are automatically matched and displayed as trend lines. Each programme tracks different biomarkers:

Programme Biomarkers tracked
Weight Management HbA1c, ALT, Triglycerides, Total Cholesterol, HDL, LDL, Fasting Glucose
Menopause Care FSH, Oestradiol, LH, Testosterone, SHBG, Prolactin, TSH

Biomarkers are matched from pathology results using the test name. Results from before enrolment are excluded.

Programme Insights

Insights are automatically generated advisory notices based on the patient's data patterns. They appear at the top of the dashboard when triggered and include:

  • Progress alerts -- milestones achieved, plateaus detected
  • Safety warnings -- repeated red-flag findings, persistent side effects
  • Follow-up reminders -- missed questionnaires or overdue reviews

Insights are ephemeral -- they appear and disappear based on current data. They are not saved or logged.

Outstanding Work

This section shows:

  • Outstanding recalls -- recall occurrences that are due or overdue
  • Open episodes -- episodes linked to the programme that need attention

This helps ensure nothing falls through the cracks during long-running programmes.

Programme Timeline

The timeline is a chronological log of all programme activity:

  • Weight and measurement recordings
  • Questionnaire submissions
  • Clinical findings
  • Episodes created and resolved
  • Recall events
  • Consultation reviews

Each entry is timestamped and shows the source. The timeline provides a complete audit trail of the patient's programme journey.

Clinical Summary Integration

Active programme enrolments also appear in the patient's Clinical Summary (the overview tab). This shows:

  • Programme name and status badge
  • Enrolment date
  • A link to open the full dashboard

Past (completed) enrolments are shown in a collapsible section.

Tip: Review the programme dashboard before each consultation. The summary cards and insights give you a quick picture of the patient's progress, and the timeline shows what has happened since the last review.