Surgery Assist - Insights Dashboard User Guide

The Welcome page has controls that enable you to narrow the data that is used throughout the dashboard e.g. date range, surgery, PCN, ICB and Region

Many of the pages have more than one subpage which can be accessed using the buttons on the top of the dashboard below the surgery name

Surgery Trends - displays an overview of trends in key metrics e.g. registered patients, inbound calls, OC submissions all of which are detailed further elsewhere in the dashboard

Overall View - shows the levels of key activities over time and plots those against FTE staffing levels

Practice view - displays a table of the data used for the 'Overall View' page, the table can be filtered by practice and date range

Overall View - contains the monthly volume of chats by identified intent and a view showing the hourly breakdown, intent can be filtered using the control on the right of the page

Practice View - contains the monthly and overall volume of chats by practice and a view by time of the day and day of the week

Overall View - displays an estimation of administration time saved by using Surgery Assist by intent, day of the week and days per month

Chat View - page shows a data table of the chatbot administration time saved

Overall View - shows key telephony metrics for inbound calls, including volume, proportion that were abandoned and missed, call back success rates, queue wait time and call duration

For Surgery Connect customers the menu choices by month are shown

Practice View - shows data tables for call statistics by practice by month

Overall View - displays key appointment metrics from NHS nationally published data

Category View - shows appointment metrics from a grouping of NHS national categories

Practice View - displays a data table of the data in the 'Overall View'

Overall View - shows key Online Consultation metrics from NHS nationally published data

National Table - shows a table of the data

Detailed View - displays data obtained from practice Online Consultation systems

Overall View - shows key app registration and activity metrics from the NHS nationally published data, both overall and by month

Practice View - presents data of key metrics in a table

Workforce View - shows practice workforce values as Full Time Equivalent and headcount terms from nationally published NHS data

Patients View - shows practice registered patient values from nationally published NHS data

Contains useful information including how to raise a support ticket, links to nationally published NHS Data sets, abbreviations used and age of the data used