Table of Contents
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.
What goes where?
This Dashboard includes tab navigation to group key sections, so you can switch views without leaving the page. Each tab shows a counter with the number of visible items — giving you a quick snapshot of what’s pending.
The tabs include:
Key Items | New Patients | Follow-ups & Events | Patient Medicine | Interaction Logs | Pending Tasks
- Key Items contains the following tables:
- Adverse Events to Complete,
- Reconciliation to Complete,
- and Expiring Consents — all in one quick view.
- New Patients contains the "Open Application" table with a new tweak:
-
a new “Number of uploads” column showing documents uploaded via Axios+.
Color-coded for easy tracking:-
🟠 1–3 days
-
🔵 3–15 days
-
🟣 15+ days
-
- This section displays reported AEs to be confirmed and completed
-
- Follow-ups and Events contain the following tables:
- Patient Follow-up(s) to complete
- Upcoming patient Event(s)
- Program Event(s)
- Patient Medicine contains all tables related to patient medication
- PSM to distribute
- Donations to distribute
- Vouchers to distribute
- MedPacks to confirm
- and MedPacks to Validate
- Interaction Logs contains the Interactions to Validate table
- and finally Pending Tasks, which contains all the other sections:
- Pending Tasks
- Reconciliations under Axios Review
- SDV
- and Lab Procedure reconciliation
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.
- Key Items
- 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.
- Expiring consent in the next 60 days. Complete Treatment Plan and renew application with a new consent.
- Adverse Event reconciliations to complete are cleared when they are completed and validated.
- New Patients
- Open applications are your patients in process. Patients will show there until they are pre-enrolled.
- Open applications are your patients in process. Patients will show there until they are pre-enrolled.
- Follow-ups and Events
- 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.
- Patient Medicine
- 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).
- 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.
- MedPacks to Validate are pending MedPacks with a given date set. They need to be validated.
- Interaction Logs
- 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.
- 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.
- Pending Tasks
- Pending Tasks displays tasks that need to be completed. Validate each task clicking the button.
- 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.
Did 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!
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).