Engagement takes the headline numbers from the Overview and breaks out where patients drop off. Use it when a metric on the Overview looks wrong and the next question is why.
The Engagement Funnel, narrowing from Visits Started to Logged In
How the funnel nests
The Engagement Funnel runs from Visits Started to Invited, then to Overall Use and Logged In. Each stage is a subset of the one above it.
The denominators matter when reading the percentages. Invited is a share of visits: those where a Vital text was confirmed delivered, or where the patient used Vital without a delivery receipt. Overall Use and Logged In are shares of Invited, not of total visits, because a patient who was never invited had no opportunity to engage. A facility with a poor Invited can therefore report a strong Logged In, measured against a small group.
Engagement thresholds
The same thresholds set the status badges on the Overview cards and the coloured status dots in Data → Engagement. The Engagement page itself does not display badges.
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% |
Visits Started and Shared have no thresholds.
Views and breakdowns
Charts switch between Volume and Percentage, between Daily and Monthly, and between bar and line. Choosing Percentage switches to a line chart. Volume answers how many patients, percentage answers how well, and the two can move in opposite directions when visit numbers change.
Engagement by Facility compares sites against each other, including Portal, Follow Up and Shared columns. Demographics breaks engagement down by age and language, which is where a gap in a patient group usually appears. The Age and Language filters narrow the whole page to one group. Charts display up to 15 facilities individually, then switch to a single aggregate series to stay readable.
Reading the result
A weak Invited is a registration problem, not an app problem. The mobile number is either missing or wrong before Vital ever sends anything.
A strong Invited with a weak Overall Use means the message arrived and was not opened, so look at the invite and the timing of it. A strong Overall Use with a weak Logged In narrows it further to the login step itself.