🛠️ These articles include high-priority cards and their logic. If you notice a card you use is missing, please be assured we are working our way through them.
This refers to the appointments tab on the dashboard, if you would like to learn how to use appointments in the case management software, please look here.
How do I find the Appointments dashboard tab?
Open up the Case management system at case.thejoyapp.com
Select the 'Dashboard' tab 👇 on the left-hand side
Select the 'Appointments' tab 👇 from the options under the dashboard heading
You should now be able to view your data! 🎉
Appointments - Appointments by Status (and Total Appointments)
📖 Learning: This card finds all client records that are tagged as an appointment, filters for all client IDs that are assigned to the viewing organisation as well as for records associated with CMS users who are part of the viewing organisation.
We then count all of the records for each status for each month within the last 13 months (including this month).
We display this data both as a table, and as a stacked bar chart across two different dashboard cards. The data should match up entirely between the table and the chart
Appointments - Appointment Activity by Staff Member
📖 Learning: This card finds all client records that are tagged as an appointment, filters for all client IDs that are assigned to the viewing organisation as well as records associated with CMS users (staff members) who are part of the viewing organisation.
For each staff member assigned to the viewing organisation, we sum or count within the applied date range:
The total time spent across all appointments
The number of individual clients with attended or scheduled appointments
The number of appointments marked as no show
The number of appointments marked as cancelled by client
The number of scheduled appointments
The total time attributed to scheduled appointments
