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Navigating your Dashboard

Learn what you can find in the new Dashboard and how it can help you in your day-to-day work.

Table of Contents

Dashboard Overview

What do I find in my Dashboard?

Cleaning-up your Dashboard

Delayed Items Escalation

 

Dashboard Overview

Your dashboard centralizes all actions required from you, based on your Programs and the Patients that are assigned to you. It allows you to see at any moment in time what remains to be done. Each item will remain in your dashboard until the action has been completed/validated. It is separated by categories for your convenience.

If you have access to more than 2 programs, remember to select the specific program (only programs you have access to appear in the dropdown). You can check “View my patients” to only display the patients assigned to you.

 

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What do I find in my Dashboard?

  • Adverse Events
    • This section displays reported AEs to be confirmed and completed
  • Open Applications
    • Any Patient in the application process that hasn't reached enrollment yet and is between Referral and Enrollment
  • Expiring Consents
    • Consent documents (SMN) that will expire in the next 60 calendar days
  • Patient follow-ups to complete
    • Follow-ups are specific Interactions generated by the PMS based on the “Follow-up” configuration in Program > Information.
    • They act as reminders and need to be validated. 
      The follow-up is sent at the selected interval (in days) before each treatment cycle.
    • This section only displays follow-ups due today and 14 days ahead.
  • Upcoming patient Event(s)
    • Patient calendar events or events configured at the program level will show here. Learn more about patient calendar events here and program-level events here.
    • Calendar events are shown 7 days prior to the event.
    • Note: events of type "follow up" are excluded from this section as they display in the Follow up section above it.
  • Program Event(s)
    • Program-wide events, configured in Program > Event by selecting “Program Event” as event type 
    • Note: this section does not display if there are no entries in it
  • MedPacks (MRL, Donation or Voucher) to distribute
    • Scheduled MRLs that should be distributed according to your Patients’ treatment plans
    • Will remain here until a given date is added (will then move to the “To Validate” section)
    • MedPacks for dropped-out patients do not show in the dashboard
    • Reminder showing, depending how long before each cycle we want to distribute
      • (i.e., given date) to the patient.
      • This is configured at the program level (Program > MRL/Voucher tab, “MRL/Voucher distribution prior to treatment, in days”)
    • Note: This section was formerly known as "Upcoming MedPacks (MRL, Donation or Voucher) to distribute"
  • Pending Tasks
    • Displays tasks that need to be completed (to-do list), removed from the list when validated
  • MedPack(s) to confirm
    • For all Active MedPacks with Voucher, Donation, or PSM Acquisition methods with a distribution date entered and saved:
      • Displays all MedPacks with:
        • No Acquisition and no Administration date entered 
        • Date of distribution and scheduled date is 7 days in the past
    • For all Active MedPacks with Paid or Charity Acquisition methods:
      • Displays all MedPacks with a scheduled date that is 7 days in the past, and no Acquisition and no Administration date entered
  • Interactions to Validate
    • Displays Interaction logs that are pending validation
    • Only shows items from the past
    • Note: this section was formerly known as "Interactions to Complete"
  • MedPacks to Validate 
    • MedPacks with a given date that have been issued but not yet validated
  • Adverse Event Reconciliation to complete
    • AE is displayed here until reconciliation (reconciliated on a monthly basis)
  • Reconciliation under Axios review
    • Pharmacy reconciliation that has been reviewed by pharmacist and is waiting for its final Axios review. 
  • SDV
    • Only applicable if option is activated in program settings. Will show opened SDV here until completion. 

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Cleaning-up your Dashboard

It's always better to keep your Dashboard clear. You can use the comprehensive list below for an efficient Dashboard cleaning.

  • Adverse Events to complete need a date of client confirmation, a Confirmed by and either a Client Local ID or Client Global ID to be validated and not show on the dashboard.
  • Open applications are your patients in process. Patients will show there until they are pre-enrolled.
  • Expiring consent in the next 60 days. Complete Treatment Plan and renew application with a new consent.
  • Patient Follow-ups to complete are interactions that need to be validated.
  • Upcoming Patient Event(s) are set in the calendar and will disappear once the event is passed.
  • Program Event(s) are program-level events and should be marked as passed to disappear.
  • MedPacks (PSM/Donations/Vouchers) to distribute can be viewed to prepare and release the MRL to the patient, or their delivery can be scheduled using the truck icon. Once they are distributed, they move to the “to validate” (see below).
  • Pending Tasks displays tasks that need to be completed. Validate each task clicking the button.
  • MedPacks to Confirm are active MedPacks (with a given date where necessary) for which the theoretical date is past, and no Acquisition or Administration date has been added.
    • You need to reach out to your patient to confirm the relevant dates 
    • When the missing dates have been added, the MedPack will move to the MedPacks to Validate section.
  • Interactions to Validate are all types of interactions logs, excluding follow-ups and Axios+ interactions. They require to be verified and validated to disappear from the dashboard.
  • MedPacks to Validate are pending MedPacks with a given date set. They need to be validate.
  • Adverse Event reconciliations to complete are cleared when they are completed and validated.
  • Reconciliation under Axios review are waiting for final review and need to be validated.
  • SDV section is showing opened SDV if applicable for the program. They will show here until completion.

noteDid you know?

Dashboard hack: easy task validation.

Since validating reloads the page, if you want to validate multiple without loading the page hold CTRL+Click on the VALIDATE button. Once you have clicked all you need, close all tabs, and refresh your page. Voilà!

 

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Delayed Items Escalation

Starting January 2024, a regular recap email is sent every day to program managers, for each program. Any delayed task is included in the recap until it is completed. A task is considered as delayed if late for more than 5 days. It is escalated to Project Leaders after 9 days, summarizing all delayed tasks from a specific region (Greater MENA, LatAm, Europe, Africa, Asia).

 

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