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Reading the Overview Dashboard

How to read the Overview, what each card measures, and what the badges mean.

The Overview answers one question at a glance: are patients at this facility actually using Vital, and where is it falling short? It is the first screen in Vital Care Team, and it summarises the selected facilities and product over the chosen period.

The five metric cards, with a badge on Invited, Overall Use and Logged In

The five metric cards, with a badge on Invited, Overall Use and Logged In

Setting the scope

Select Facilities and Product above the cards, and the date range at the top right. Every number below responds to those three controls, so a figure that looks wrong is often a scope left over from a previous session.

What each card measures

Each metric appears as a card with its value. Three of the five carry a status badge, because only those three have agreed thresholds.

Metric

Measures

Badge

Visits

Patients seen in the period

No

Invited

Share of visits where a Vital text was confirmed delivered, or where the patient used Vital without a delivery receipt

Yes

Overall Use

Share of invited patients who engaged with any Vital link

Yes

Logged In

Share of invited patients who logged in

Yes

Shared

Share of invited patients who shared their visit with someone

No

Visits is a count. Shared is a rate with the number of patients beneath it, and carries no badge because it has no agreed threshold. Hover over a card for its definition.

Badge thresholds

The badge is a shortcut, not a judgement. It marks where the number sits against the thresholds Vital uses across every facility, so one site can be compared with another.

Metric

Optimal

On Track

Needs Attention

Invited

85% or above

75% to below 85%

Below 75%

Overall Use

75% or above

60% to below 75%

Below 60%

Logged In

60% or above

45% to below 60%

Below 45%

Reading the result

The three badged metrics sit in order, and the first one to fall is usually the one to fix.

A low Invited means Vital could not reach the patient by text, which points at how mobile numbers are captured at registration rather than at anything inside the app. A healthy Invited with a low Logged In means patients received the invite and did not act on it, which points at the invite itself or the login step.

Below the cards, Patient Stories highlights recent comments from Vital Feedback, with a link to View feedback details. Where Google Reviews are set up, Experience Scores displays review performance for all time, so it does not change with the date range.

Engagement holds the funnel, the trend over time and the breakdown by facility.

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