The Program Dashboard shows the Clinician/Researcher/Admin a detailed overview of the outcome of the completed questionnaires. Below are the steps on its features and where you could access it.

For a detailed explanation of Records and Participants, please click here.

TABLE OF CONTENTS

• Instructions on how to use Records Dashboard:
  • Step 1: Click on the Records Dashboard icon
  • Step 2: View features on the Records Dashboard
  • Step 3: Filter the details of the Records
• Instructions to use Participants Dashboard:
  • Step 1: Click on the Participants Dashboard icon
  • Step 2: View features on the Participants Dashboard
  • Step 3: Filter the details of the Participants
  • Step 4: Export Program Data

Instructions on how to use Records Dashboard:

Here is a step-by-step guide :)

Step 1: Click on the Records Dashboard icon

• Navigate to the Home tab and click on the Records Dashboard icon. Refer to the image below.

Step 2: View features on the Records Dashboard

• The above step will direct you to the Records Dashboard. 

• Here are the features of the Records dashboard:    

• Record ID: This hyperlink will link you to the Record details page, such as participant types & linked members to it.
• Action Status: This is a dynamic field that can be changed Manually or Automatically depending on the Program setup.
• Enrolled on: This was the date when Record enrolled the Program.
• Record Identifier = Name: As it is clear from the title, this column will display Records’ Names.
• Participant A = Patient: This is the patient Participant that Admin/ Clinician have enrolled in the Program.
• Participant B = Dentist: This column will show details on the Dentist or Clinician
• Participant C = Mother (Parent): This is the column representing Parent/ Guardian enrolled for the study of Record.
• Enrolment date: Sequentially, this column reflects the enrollment date for Parents/ Guardians enrolled.
• Last data entry: The latest update made by Parents is displayed in this column.

Step 3: Filter the details of the Records

• You can filter all of the above columns by clicking on “Filter Icon”. See the image below:

• Users can alter their view by searching or filtering through the options, as shown in the image below:

Instructions to use Participants Dashboard:

Here is a step-by-step guide :)

Step 1: Click on the Participants Dashboard icon

• To access the Participants Dashboard, you can start by clicking on the Participants Dashboard icon on the Home page.

Step 2: View features on the Participants Dashboard

• Step 1 will navigate you to the Participants Dashboard. The image below highlights the tabular features that you can control on the Program dashboard. 

• Here are the descriptions of the columns on the Participants dashboard:    

• Name: This holds the name of the Participant enrolled in the survey. This is hyperlinked to the Participant’s Dashboard that shows all their details.

• Program Adherence: It denotes the completion rate of a survey by the enrolled Participant or Participant. Where Green colour represents Completed & Yellow mustard colour denotes incomplete.
• UR/MRN/Staff ID: This column displays the Participant’s Identification number.
• Enrollment date: This shows when the Admin/ Clinician enrolled the Participant for the survey.
• Last data entry: This represents the last date when a Participant has updated or completed the survey.
• Patient contact: This column will include the Participant’s contact number.
• Program name & Participant’s responses: Program name has an individual column on the dashboard. Questions are placed in the following columns with their responses noted in respective rows. For example, Sleep deprivation is a program to which the following questions & responses are being displayed.

Step 3: Filter the details of the Participants

• On the right end of the page, you can apply a filter to these descriptors and choose required Columns.

• Alternatively, you can use the Search tab instead.

Step 4: Export Program Data

• You can also export this report to the Admin’s inbox (on the registered email ID) by clicking on the Export Program Data button, highlighted in the image below.

Congratulations! You are now an expert in using the Dashboard for Records and Participants.

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