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Monitoring the Viso Dashboard

Click [Monitoring] to open the Viso Monitoring Dashboard. Here you will find a list of all patients on Viso, as well as categorised lists of patients who require clinical review.

Key components of the Viso Dashboard

  1. Search Box
  2. Search for patients by name or NHS number. Search is cleared when you move away from the page.
  3. Filters
  4. Filter patients by practice. You will only see practices which you have access rights to. For easier usage of the dashboard, filters are retained even after moving away from the page.
  5. All Patient List
  6. The page opens by default on the first category showing all patients that you have access rights to manage.
  7. Patients are ordered in priority of the actions to be taken on them. There are 3 priority levels in Viso.
  8. High: Patients with actions that require immediate attention
  9. Medium: Patients with actions that require attention
  10. Low: Patients that have no actions or only engagement actions in Viso. Routine review is recommended.
  11. Categories of Actions to be taken
  12. Click on each category to view the patients that require review corresponding to the category name. You can open view one category at once.
  13. Issue
  14. Patients may have more than one pending action on them. The ‘Issue’ column helps narrow down the highest priority, or the oldest action that is waiting to be completed for the patient.
  15. Treatment Plan Status
  16. Users can view if a patient is on Monitoring Only or if a Treatment Plan has been created.
  17. Date of Registration
  18. Users can see when the patient was manually registered in the dashboard by a healthcare provider or the date the patient registered through a registration website.
  19. Page Navigation
  20. If you have many patients, your patient list will span multiple pages. Use the page navigator at the bottom of the screen to move to the next page in the list.

How to use Filters

  • All filters have a (Select All) option. By default, (Select All) is selected and the page is ‘unfiltered’; you will be viewing all patients relevant to the selected viewing category.
  • To change the filter, select the options you want to include in the view, or deselect options to exclude patients falling under those options. Then, click outside the drop-down menu to reload the patient list.
  • When no filters are selected, there may be an error since there will not be any patients to display.
  • Selected filters are kept active (per user) when you move from one screen to another or even after you log out of Viso, until you change the filters again.

Open Patient's Dashboard

Click a patient name to open the patient's dashboard screen.