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Appointments Dashboard - Overview

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Appointments

Appointments Dashboard - Overview

Appointments Dashboard - Overview

ℹ️ Introduction

This article explains how to use the Appointments Dashboard in Ardens Manager to review appointment activity, understand demand, and support improvements in access and service delivery. By the end of this article, you will be able to interpret appointment data and use it to inform operational and strategic decisions.

Background

Appointment data is a key indicator of how primary care services are being accessed and delivered. Understanding this data is essential to ensure patients receive timely care while making best use of available capacity.

Practices and PCNs face ongoing challenges including:

  • Increasing demand for appointments

  • Variation in how appointments are delivered

  • Workforce pressures

  • Balancing face-to-face and remote access

Without clear visibility of appointment activity, it can be difficult to identify inefficiencies, unmet demand, or opportunities to improve access.

How Ardens Can Help

Ardens Manager provides a comprehensive Appointments Dashboard, bringing together data from your clinical system to support analysis of activity, access, and workforce utilisation.

The dashboard allows you to:

  • Monitor overall appointment activity and trends

  • Analyse appointment types and delivery methods

  • Understand who is delivering care

  • Identify variation across practices or services

  • Support planning to improve access and efficiency

✅Included in Ardens Manager National Content package: Interested in finding out more or requesting a trial? Contact accounts@ardens.org.uk

📍Access the Dashboard

  • Login to Ardens Manager

  • Select Services from the left-hand panel

  • Select Appointments

🔎 Monitor Appointment Activity

The dashboard provides a high-level summary of appointment activity across your organisation.

Use this section to:

  • Review total number of appointments over time

  • Identify peaks in demand (e.g. seasonal variation or weekly trends)

  • Monitor changes in activity levels

  • Understand overall workload

This helps highlight whether demand is increasing and where pressures may exist.

Open a report to access the Single Report Page, where you can apply a Timeline filter to review activity for a specific reporting period. Choose from quick-select options such as This Month, Last Month, This Year, Last Year, Last 12 Months, or define a custom date range to focus your analysis.

This is useful for reviewing activity for a selected month, the last 12 months or a custom reporting period, such as Extended Access reporting.

Appointment Types & Delivery

Understanding how appointments are delivered is key to improving access.

Use this section to:

  • Review breakdown of appointment types (face-to-face, telephone, online)

  • Identify trends in remote vs in-person consultations

  • Assess whether delivery models align with patient need

  • Identify opportunities to optimise appointment mix

Review Workforce Utilisation

Appointments can be analysed by staff role to understand how workload is distributed.

Use this to:

  • Review activity by GPs, nurses, and ARRS roles

  • Identify whether workload is appropriately distributed

  • Highlight opportunities to utilise multidisciplinary teams

  • Support workforce planning and capacity management

Identify Variation

Variation in appointment activity can highlight differences in access and delivery.

Use this to:

  • Compare appointment levels across practices or services

  • Identify areas of higher demand or pressure

  • Highlight variation in appointment types or workforce use

  • Support targeted improvement

🔎 Report Breakdown

From the dashboard view, reports display headline figures (e.g. total appointments or % of appointment types).

To explore further detail:

  • Click View next to a report

  • Select the relevant tab such as Demographics, Staff or Timeline to explore the data from different perspective.

This allows you to:

  • Understand what is driving activity

  • Analyse detailed breakdowns (e.g. by appointment type or staff role)

  • Identify patterns within the data

The TREND chart can also be used to monitor changes over time.


The Trend and Timeline views have been updated to make it easier to explore appointment activity over time.

For appointment reports, you can also analyse data by Appointment Status. Select Show status to display appointment statuses within the report breakdowns, allowing you to compare Completed, Unused, Booked, Did Not Attend, Blocked, and Cancelled appointments alongside other breakdown categories, such as staff or risk. Where available, appointment status can also be applied as a filter.

 

📈 Use Insights for Improvement

Appointment data can be used to:

  • Improve access and availability

  • Adjust appointment types and delivery models

  • Align workforce with demand

  • Support operational and strategic planning

  • Identify unused appointment capacity and Did Not Attend (DNA) trends to support appointment planning

🏫 Additional Support

To further your understanding of the Ardens Manager platform:

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Appointments