Introduction to the Portal

In this guide, you will learn how to:

• Navigate the dashboard and filter assessments
• Use the left-hand side menu
• Understand how assessments are initiated

Who has access:

All user levels

Dashboard Overview

The dashboard provides a comprehensive view of patient assessments. You can view the following information:

• Patient Details – Patient names and unique identifiers
• Needs Attention – Flags requiring user action
• Status – Indicates which folder the assessment is in
• Date Created – When the assessment was initiated
• Date Updated – Last time the assessment was modified
• TCI Date – “To Come In” date
• RTT Date – Referral to treatment start date (NHS England)
• PAC Date – Pre-assessment clinic date
• Assessment Group – Custom assessment group name
• Specialty – Clinical specialty
• Consultant – Assigned surgical consultant
• User Assigned – Name of the user responsible for the assessment
• Priority – Surgical priority
• Referral Priority – Routine, Urgent, or 2WW
• ASA Grade – ASA classification assigned to the patient
• Tag – Custom status tag
  
  

Customising Your Dashboard View

You can personalise your dashboard view by changing, filtering, and sorting the displayed columns.

• To select columns:
  Click on "Columns" and choose which fields to display.

• To filter or sort assessments:
  Click on "Filter" or "Sorted", and select the relevant criteria (e.g., Specialty, Consultant, Status).

Note:

Filtering and sorting only apply to your personal dashboard view. Changes are saved automatically and will persist until manually updated. You can adjust your view as often as needed.