Coach Dashboard

Active Subscribers

247

Total subscribed users

Active Users (App)

189

Active today

Tasks Due Today

Click to view list

Missed Tasks

Click to view list

Critical Pending Tasks

Urgent attention needed

Delayed Task %

12%

Of total tasks

Paused Journeys

Temporarily halted

Terminated Journey %

Of total journeys

Journey Management

Diabetes Management Journey

Active

ID: JID-001

Type: Program Journey

Partners: HealthCare Plus, MediCorp

Programs: Diabetes Care, Pre-diabetes

Weight Loss Journey

Active

ID: JID-002

Type: Program Journey

Partners: FitLife, WellnessHub

Programs: Weight Management

Maintenance Journey

Active

ID: JID-003

Type: Maintenance Journey

Partners: Default (All)

Programs: Post-program maintenance

Old Diabetes Journey

Archived

ID: JID-004

Type: Program Journey

Partners: HealthCare Plus

Programs: Legacy Diabetes

Archived Date: 2024-01-10

Journey Name *

Journey Type *

Partner-Program Mapping

Journey Blocks

Available Blocks

Selected Blocks with Start Days

Note: Each block can have its own start day. If not specified, tasks will use their default frequency from the block. Block start day overrides task frequencies (e.g., Block starts Day 30, Task Day 1 becomes Journey Day 30).

Master Template - Blocks

CGM Installation Block

Device

ID: BID-001

Device Type: CGM

Tasks: 4

Status: Active

Lab Test Block

Lab Test

ID: BID-002

Test Type: HbA1c

Tasks: 3

Status: Active

Consultation Block

Consultation

ID: BID-003

Consultation Type: Baseline

Tasks: 2

Status: Active

Block Name *

Block Tag *

Device Type

Block Application Scope

Apply to all existing and future user journeys Apply only to new user journeys

Partner-Program Mapping (Optional)

Leave empty if block applies to multiple partners/programs

Tasks in this Block

Add Tasks

Selected Tasks

User Journeys

User	Journey	Status	Progress	Partner	Program
JD John Doe UID-001	Diabetes Management Journey	Active	65%	HealthCare Plus	Diabetes Care
SM Sarah Miller UID-002	Weight Loss Journey	Paused	40%	FitLife	Weight Management
MJ Mike Johnson UID-003	PCOS Management Journey	Completed	100%	MediCorp	PCOS Management
LW Lisa Wilson UID-004	Diabetes Management Journey	Upcoming	0%	HealthCare Plus	Diabetes Care
RB Robert Brown UID-005	Weight Loss Journey	Terminated	25%	FitLife	Weight Management

Baseline Consultation

Completed

Owner: Dr. Smith

Planned Date: 2024-01-15

Completed Date: 2024-01-15

Lab Test Booking

Completed

Owner: Coach Sarah

Planned Date: 2024-01-18

Completed Date: 2024-01-17

CGM Installation

Open

Owner: Coach Sarah

Planned Date: 2024-01-22

Due: Today

Follow-up Consultation

Upcoming

Owner: Dr. Smith

Planned Date: 2024-01-30

Task Management

CGM Installation - John Doe

TID-001 Coach Sarah Due: Today

Critical

Description: Schedule and coordinate CGM sensor installation visit

Journey: Diabetes Management Journey

Block: CGM Installation Block

Lab Report Review - Sarah Miller

TID-002 Dr. Smith Due: Tomorrow

Open

Description: Review HbA1c test results and provide recommendations

Journey: Weight Loss Journey

Block: Lab Test Block

Follow-up Call - Mike Johnson

TID-003 Coach Sarah Due: 2 days ago

Delayed

Description: Weekly check-in call to discuss progress

Journey: PCOS Management Journey

Block: Follow-up Block

Device Setup - Emma Davis

TID-004 Tech Support Due: 3 days ago

Missed

Description: Set up smart weighing scale for user

Journey: Weight Loss Journey

Block: Device Installation Block

Lab Test - Alex Turner

TID-005 Dr. Smith Cancelled on: 2024-01-20

Cancelled

Description: HbA1c test for baseline assessment

Journey: Diabetes Management Journey

Block: Lab Test Block

Cancellation Reason: User requested to postpone due to illness

Non-Journey Tasks

Special Consultation - John Doe

NJT-001 Dr. Smith Due: 2024-01-25 Individual

Open

Description: Special consultation for medication adjustment

User: John Doe (UID-001)

Created: 2024-01-20

Type: Non-Journey Task

Emergency Lab Test - Sarah Miller

NJT-002 Coach Sarah Due: 2024-01-23 Individual

Critical

Description: Urgent blood test due to symptoms

User: Sarah Miller (UID-002)

Created: 2024-01-22

Type: Non-Journey Task

Monthly Health Survey

NJT-B001 Coach Team Due: 2024-02-01 Bulk

Open

Description: Monthly health and satisfaction survey for all users

Target: All Diabetes Care users (247 users)

Partner: HealthCare Plus

Program: Diabetes Care

Created: 2024-01-15

App Update Notification

NJT-B002 Tech Team Due: 2024-01-30 Bulk

Completed

Description: Notify all users about new app features

Target: All Active Users (289 users)

Partner: All Partners

Program: All Programs

Completed: 2024-01-28

Task Name *

Task Description

Task Type *

Due Date * Non-journey tasks are always linked to a specific date

Task Target *

Primary Owner *

Task Tags

Critical Visible to User

Pending Requests

Journey Status Change Request

REQ-001 Status Change Requested: 2024-01-22 Coach Sarah

Urgent

User: John Doe (UID-001)

Current Status: Active → Requested Status: Completed

Reason: User has completed all major milestones and achieved target weight loss

Journey: Diabetes Management Journey

Journey Edit Request

REQ-002 Journey Edit Requested: 2024-01-21 Coach Mike

Normal

Journey: Weight Loss Journey (JID-002)

Requested Changes: Add new CGM block to existing journey

Impact: Apply to existing users (45 active users)

Reason: New protocol requires CGM monitoring for better results

Block Edit Request

REQ-003 Block Edit Requested: 2024-01-20 Coach Sarah

Normal

Block: Lab Test Block (BID-002)

Requested Changes: Update task frequency from weekly to bi-weekly

Impact: Apply to new users only

Reason: Partner feedback suggests weekly tests are too frequent

Coach Dashboard

Active Subscribers

Active Users (App)

Tasks Due Today

Missed Tasks

Critical Pending Tasks

Delayed Task %

Paused Journeys

Terminated Journey %

Active Subscriptions

Users with Updated Vitals

Journey Management

Diabetes Management Journey

Weight Loss Journey

Maintenance Journey

Old Diabetes Journey

Master Template - Blocks

CGM Installation Block

Lab Test Block

Consultation Block

User Journeys

Task Management

CGM Installation - John Doe

Lab Report Review - Sarah Miller

Follow-up Call - Mike Johnson

Device Setup - Emma Davis

Lab Test - Alex Turner

Non-Journey Tasks

Special Consultation - John Doe

Emergency Lab Test - Sarah Miller

Monthly Health Survey

App Update Notification

Pending Requests

Journey Status Change Request

Journey Edit Request

Block Edit Request

Coach Dashboard

Active Subscribers

Active Users (App)

Tasks Due Today

Missed Tasks

Critical Pending Tasks

Delayed Task %

Paused Journeys

Terminated Journey %

Active Subscriptions

Users with Updated Vitals

Tasks

Journey Management

Diabetes Management Journey

Weight Loss Journey

Maintenance Journey

Old Diabetes Journey

Create New Journey

Available Blocks

Selected Blocks with Start Days

Master Template - Blocks

CGM Installation Block

Lab Test Block

Consultation Block

Create New Block

Add Tasks

Selected Tasks

Create New Task

Trigger Conditions:

User Journeys

User Journey Timeline

Baseline Consultation

Lab Test Booking

CGM Installation

Follow-up Consultation

Manage Journey Status

Current Status:

User Journey Calendar

January 2024

Task Management

CGM Installation - John Doe

Lab Report Review - Sarah Miller

Follow-up Call - Mike Johnson

Device Setup - Emma Davis

Lab Test - Alex Turner

Non-Journey Tasks

Special Consultation - John Doe

Emergency Lab Test - Sarah Miller

Monthly Health Survey

App Update Notification

Create Non-Journey Task

Pending Requests

Journey Status Change Request

Journey Edit Request

Block Edit Request

Request Details