Personify Care

Product Spotlight – Streamline Your Workflow with Unified Approvals and Customised Dashboard Views

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We know that every clinical workflow is unique. To help you focus on what matters most, you can now customise the columns displayed for each individual dashboard filter.

Customisable Dashboard Views 📊

  • Before: You were limited to one set of columns across every dashboard filter, which often meant navigating through data that wasn’t relevant to the specific task at hand.

  • After: Column sets can now be tailored to each specific filter.

What this means for your staff:

For teams managing multiple clinical workflows or pathways, this eliminates digital clutter.

You’ll only see the fields and data points relevant to the specific filter you are viewing, making your dashboard feel less overwhelming and much more efficient.

Unified Pathway and Assessment Approvals ✅
We’ve streamlined the approval process to save Pathway Coordinators time and reduce the risk of oversight.
  • Before: If you had both assessments and pathways pending, you had to approve them independently. This required more clicks and made it easy to accidentally approve a pathway while forgetting the underlying assessment, leading to delays and back-and-forth communication.

  • After: When you go to approve a pathway, you will now be given the option to approve all pending assessments at the same time.

The Benefit:

This creates a much smoother, “one-stop” workflow for Pathway Coordinators. By syncing these approvals,

you reduce the manual effort required and ensure your pathways are ready for deployment faster than ever.

 

 

Ready to streamline your workflows?

 

 

We’re excited for these updates to help you provide more inclusive and efficient care.

 

As always, we love hearing your feedback.

 

If you have any questions or would like to configure your new dashboard views, send an email to

[email protected] with your enquiry to our Customer Success Team to discuss at your

next scheduled meeting.

 

 

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