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itracHEALTH Enrollment Console

itracENROLL dashboard

Every patient from lead to case closed. Steps from CMG’s Draft 1 (Oct 23).

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Summary

18 Open cases 4 Waiting more than 48 hours 3 Open follow-up tickets 1 Authentication failed 2 ID review waiting 2 Closed this month

ID review waiting

Persona said Needs review, or the patient used the manual fallback (photos uploaded to itracHEALTH). Tech Support records the result.

Where open cases are now

Select a step to see its cases. Number colour shows who does the step.

Cases

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Showing 6 cases. “Needs attention” means waiting more than 48 hours, an open follow-up ticket, failed authentication, or a result that needs review.

Patient ID Name Tech Support Current step Time at step Progress Flags
ITH-000104 Demo Patient 05 Home care agency TS Demo A 4 Patient authentication complete Patient 2 days
  1. 1. itracHEALTH Tech Support resource assignment (Sales Mgmt): Done, Oct 22, 8:09 AM
  2. 2. Patient contact info verified (Tech Support): Done, Oct 22, 9:29 PM
  3. 3. Patient authentication sent (Tech Support): Done, Oct 23, 10:49 AM
  4. 4. Patient authentication complete (Patient): Waiting
  5. 5. Consent sent (Tech Support): Not started
  6. 6. Consent signed (Patient): Not started
  7. 7. Enrollment link and token sent (Back-end team): Not started
  8. 8. Enrollment inputs 1, 2, 3 and 5 received (Patient): Not started
  9. 9. Verify patient's inputs / complete input 4 (Tech Support): Not started
  10. 10. QA (enrollment info verification) (Tech Support): Not started
  11. 11. eNURSE configuration record sent to manufacturing (Tech Support): Not started
  12. 12. Shipment notification sent (Tech Support): Not started
  13. 13. Schedule installation support call (Tech Support): Not started
  14. 14. Installation complete (Patient): Not started
  15. 15. Generate eSSIST token (if required) (Back-end team): Not started
  16. 16. Generate itracINSITE token (if required) (Back-end team): Not started
  17. 17. eSSIST installed / active (Caregiver): Not started
  18. 18. itracINSITE installed / active (Doctor (PCP) or HHA): Not started
  19. 19. Final QC (Tech Support): Not started
  20. 20. Case closed (Tech Support): Not started
ID review waiting Ticket TKT-0001 Over 48 h
ITH-000103 Demo Patient 04 Patient or family TS Demo C 4 Patient authentication complete Patient 13 h
  1. 1. itracHEALTH Tech Support resource assignment (Sales Mgmt): Done, Oct 24, 12:49 PM
  2. 2. Patient contact info verified (Tech Support): Done, Oct 25, 4:49 AM
  3. 3. Patient authentication sent (Tech Support): Done, Oct 25, 8:49 PM
  4. 4. Patient authentication complete (Patient): Failed, Oct 25, 8:49 PM
  5. 5. Consent sent (Tech Support): Not started
  6. 6. Consent signed (Patient): Not started
  7. 7. Enrollment link and token sent (Back-end team): Not started
  8. 8. Enrollment inputs 1, 2, 3 and 5 received (Patient): Not started
  9. 9. Verify patient's inputs / complete input 4 (Tech Support): Not started
  10. 10. QA (enrollment info verification) (Tech Support): Not started
  11. 11. eNURSE configuration record sent to manufacturing (Tech Support): Not started
  12. 12. Shipment notification sent (Tech Support): Not started
  13. 13. Schedule installation support call (Tech Support): Not started
  14. 14. Installation complete (Patient): Not started
  15. 15. Generate eSSIST token (if required) (Back-end team): Not started
  16. 16. Generate itracINSITE token (if required) (Back-end team): Not started
  17. 17. eSSIST installed / active (Caregiver): Not started
  18. 18. itracINSITE installed / active (Doctor (PCP) or HHA): Not started
  19. 19. Final QC (Tech Support): Not started
  20. 20. Case closed (Tech Support): Not started
Authentication failed
ITH-000118 Demo Patient 19 Patient or family TS Demo B 4 Patient authentication complete Patient 5 h
  1. 1. itracHEALTH Tech Support resource assignment (Sales Mgmt): Done, Oct 25, 2:09 PM
  2. 2. Patient contact info verified (Tech Support): Done, Oct 25, 9:29 PM
  3. 3. Patient authentication sent (Tech Support): Done, Oct 26, 4:49 AM
  4. 4. Patient authentication complete (Patient): Waiting
  5. 5. Consent sent (Tech Support): Not started
  6. 6. Consent signed (Patient): Not started
  7. 7. Enrollment link and token sent (Back-end team): Not started
  8. 8. Enrollment inputs 1, 2, 3 and 5 received (Patient): Not started
  9. 9. Verify patient's inputs / complete input 4 (Tech Support): Not started
  10. 10. QA (enrollment info verification) (Tech Support): Not started
  11. 11. eNURSE configuration record sent to manufacturing (Tech Support): Not started
  12. 12. Shipment notification sent (Tech Support): Not started
  13. 13. Schedule installation support call (Tech Support): Not started
  14. 14. Installation complete (Patient): Not started
  15. 15. Generate eSSIST token (if required) (Back-end team): Not started
  16. 16. Generate itracINSITE token (if required) (Back-end team): Not started
  17. 17. eSSIST installed / active (Caregiver): Not started
  18. 18. itracINSITE installed / active (Doctor (PCP) or HHA): Not started
  19. 19. Final QC (Tech Support): Not started
  20. 20. Case closed (Tech Support): Not started
ID review waiting
ITH-000105 Demo Patient 06 Patient or family TS Demo B 6 Consent signed Patient 3 days
  1. 1. itracHEALTH Tech Support resource assignment (Sales Mgmt): Done, Oct 21, 12:49 AM
  2. 2. Patient contact info verified (Tech Support): Done, Oct 21, 12:49 PM
  3. 3. Patient authentication sent (Tech Support): Done, Oct 22, 12:49 AM
  4. 4. Patient authentication complete (Patient): Done, Oct 22, 12:49 PM
  5. 5. Consent sent (Tech Support): Done, Oct 23, 12:49 AM
  6. 6. Consent signed (Patient): Waiting
  7. 7. Enrollment link and token sent (Back-end team): Not started
  8. 8. Enrollment inputs 1, 2, 3 and 5 received (Patient): Not started
  9. 9. Verify patient's inputs / complete input 4 (Tech Support): Not started
  10. 10. QA (enrollment info verification) (Tech Support): Not started
  11. 11. eNURSE configuration record sent to manufacturing (Tech Support): Not started
  12. 12. Shipment notification sent (Tech Support): Not started
  13. 13. Schedule installation support call (Tech Support): Not started
  14. 14. Installation complete (Patient): Not started
  15. 15. Generate eSSIST token (if required) (Back-end team): Not started
  16. 16. Generate itracINSITE token (if required) (Back-end team): Not started
  17. 17. eSSIST installed / active (Caregiver): Not started
  18. 18. itracINSITE installed / active (Doctor (PCP) or HHA): Not started
  19. 19. Final QC (Tech Support): Not started
  20. 20. Case closed (Tech Support): Not started
Ticket TKT-0002 Over 48 h
ITH-000108 Demo Patient 09 Home care agency TS Demo B 8 Enrollment inputs 1, 2, 3 and 5 received Patient 2 days
  1. 1. itracHEALTH Tech Support resource assignment (Sales Mgmt): Done, Oct 20, 4:24 PM
  2. 2. Patient contact info verified (Tech Support): Done, Oct 21, 5:58 AM
  3. 3. Patient authentication sent (Tech Support): Done, Oct 21, 7:32 PM
  4. 4. Patient authentication complete (Patient): Done, Oct 22, 9:07 AM
  5. 5. Consent sent (Tech Support): Done, Oct 22, 10:41 PM
  6. 6. Consent signed (Patient): Done, Oct 23, 12:15 PM
  7. 7. Enrollment link and token sent (Back-end team): Done, Oct 24, 1:49 AM
  8. 8. Enrollment inputs 1, 2, 3 and 5 received (Patient): Waiting
  9. 9. Verify patient's inputs / complete input 4 (Tech Support): Not started
  10. 10. QA (enrollment info verification) (Tech Support): Not started
  11. 11. eNURSE configuration record sent to manufacturing (Tech Support): Not started
  12. 12. Shipment notification sent (Tech Support): Not started
  13. 13. Schedule installation support call (Tech Support): Not started
  14. 14. Installation complete (Patient): Not started
  15. 15. Generate eSSIST token (if required) (Back-end team): Not started
  16. 16. Generate itracINSITE token (if required) (Back-end team): Not started
  17. 17. eSSIST installed / active (Caregiver): Not started
  18. 18. itracINSITE installed / active (Doctor (PCP) or HHA): Not started
  19. 19. Final QC (Tech Support): Not started
  20. 20. Case closed (Tech Support): Not started
Ticket TKT-0003 Over 48 h
ITH-000111 Demo Patient 12 Home care agency TS Demo B 11 eNURSE configuration record sent to manufacturing Tech Support 2 days
  1. 1. itracHEALTH Tech Support resource assignment (Sales Mgmt): Done, Oct 17, 12:49 PM
  2. 2. Patient contact info verified (Tech Support): Done, Oct 18, 6:49 AM
  3. 3. Patient authentication sent (Tech Support): Done, Oct 19, 12:49 AM
  4. 4. Patient authentication complete (Patient): Done, Oct 19, 6:49 PM
  5. 5. Consent sent (Tech Support): Done, Oct 20, 12:49 PM
  6. 6. Consent signed (Patient): Done, Oct 21, 6:49 AM
  7. 7. Enrollment link and token sent (Back-end team): Done, Oct 22, 12:49 AM
  8. 8. Enrollment inputs 1, 2, 3 and 5 received (Patient): Done, Oct 22, 6:49 PM
  9. 9. Verify patient's inputs / complete input 4 (Tech Support): Done, Oct 23, 12:49 PM
  10. 10. QA (enrollment info verification) (Tech Support): Done, Oct 24, 6:49 AM
  11. 11. eNURSE configuration record sent to manufacturing (Tech Support): Waiting
  12. 12. Shipment notification sent (Tech Support): Not started
  13. 13. Schedule installation support call (Tech Support): Not started
  14. 14. Installation complete (Patient): Not started
  15. 15. Generate eSSIST token (if required) (Back-end team): Not started
  16. 16. Generate itracINSITE token (if required) (Back-end team): Not started
  17. 17. eSSIST installed / active (Caregiver): Not started
  18. 18. itracINSITE installed / active (Doctor (PCP) or HHA): Not started
  19. 19. Final QC (Tech Support): Not started
  20. 20. Case closed (Tech Support): Not started
Over 48 h
Colour = who does it: itracHEALTH personnel Patient Other party (caregiver, doctor, agency)
Shape = status: Done Waiting Failed Not needed Not started