Sample eye clinic / Overview
Demonstration

Clinic operations

Referral intake, appointment reliability and the administrative work waiting for action.

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Referrals still open

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Received and booked

Incoming referrals and those assigned an appointment within the selected period.

Received Booked
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Referrals received
Selected period
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Appointments booked from referrals
Selected period
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Median days to book
Referrals booked in period
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Cancellation rate
Based on scheduled visits
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No-show rate
Based on scheduled visits

Needs attention

Open referrals and admin tasks with the earliest next action dates.

ReferenceNext actionOwnerDue

Why referrals are waiting

Current open referral queue, by administrative status.

—overdue administrative tasks

Appointments at a glance

Counts for scheduled visits in the selected period, grouped by outcome.

Referrals

Track administrative intake from receipt to booking. Clinical priority remains with the treating team.

Referral register

All records

ReferenceReceivedServiceStatusNext actionOwner

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How this register works

A referral stays open until its appointment is booked or it is closed without a booking.

The record's next-action date lets an administrator identify overdue follow-ups. Status “Awaiting clinical review” means a clinician must review it; the dashboard never assigns medical urgency. Booking time is calculated only when both the received date and booked date are available.

Appointments

Daily appointment outcomes, entered as aggregate totals from the clinic scheduling system.

Appointment outcomes

Selected period

Daily totals

One row per date and ophthalmology service. Entries can be updated if schedules are reconciled later.

DayServiceScheduledCompletedCancelledNo-show

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Totals describe booked slots for that day, not unique patients.

Work queue

Administrative actions, ownership and deadlines, without patient names or clinical records.

Outstanding work

Open and waiting tasks

TaskDepartmentOwnerDueStatus

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Admin tracking only. Clinical concerns must be escalated to qualified clinic staff.

Data & setup

Connect a real practice by importing exported operational records or entering totals manually. This prototype stores its data in this browser only.

Workspace

Choose the clinic label and whether to start empty or load demonstration records.

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Changing to a blank workspace clears the browser's current records. Export first if you need a backup.

Clinic data imports

Download the templates, export matching fields from the clinic's software, then import CSV. Import replaces that dataset.

Referrals

Received date, service, administrative status, next follow-up, responsible employee, and booking date.

reference,received_date,service,status,owner,next_action_date,booked_date

Appointments

Daily aggregate counts of scheduled, completed, cancelled, and unattended visits, separated by subspecialty.

date,service,scheduled,completed,cancelled,no_show

Administrative tasks

Current tasks and their status, assigned owner, category, and administrative deadline.

task_id,workstream,description,owner,due_date,status
Important: Do not enter patient names, birth dates, OHIP numbers, medical notes, or any other identifying health information. Browser storage is not an approved clinical database. For production, connect these views to a properly secured, access-controlled clinic system and complete the required privacy/security review.

Export & backup

Save the current browser workspace before clearing browser data or moving to a different computer.

Saved locally