From outreach to patient follow-through — an actionable view of care operations.
Demonstration environment. All patients, dates, activities, and figures are fictional. Actions update this browser-only example.
Active PrEP follow-through✚
0
Initiated or retained in sample
Actions due now◷
0
Unresolved follow-ups through today
Visits next 7 days▦
0
Scheduled appointment reminders
PAP steps in progress↗
0
Approvals needing follow-through
Patient service volume
Unique patients with qualifying visits by appointment month · fictional data
Patient-months counted from qualifying visits, not billing claims
Priority follow-ups
Tasks where action can prevent a missed handoff
0
Patients between referral and initiation
Focusable handoffs for navigation, scheduling, and outreach.
0
Assistance pathway in progress
PAP cases not yet approved or uploaded, surfaced for follow-up.
0
Reminder opportunities
Upcoming appointments with a reminder call still open.
Patient worklist
Search, triage, and update a synthetic care-navigation record.
Patient
Service
Stage
Next action
Due date
PAP status
Operational handoffs
About this model: Referral, contact, scheduling, initiation, and retention are explicit demo workflow stages. The original spreadsheet tracks patient classification, appointments, next actions, PAP, medications, and follow-up. These stages illustrate how the existing fields can be organized into an operational conversion view; they are not already stored as such in the source workbook.
Monthly unique patient summary
Adapted from the uploaded workbook's MRN-by-month reporting rules.
Unique patient MRNs0
Eligible qualifying visits
PrEP0
Unique MRNs in service
PEP0
Unique MRNs in service
Treatment0
Unique MRNs in service
Patient classification
Unique MRNs
Counting rule: A patient is counted once per appointment month and reporting category, based on MRN, appointment date, patient classification, service, and a qualifying last-visit indicator. Totals are deduplicated within category; if a patient appears in multiple services, category sums need not equal the overall distinct-patient total. This demo is not a claim submission or cash-collections report.
Why this matters to a healthcare training team
1. Clear process ownership
Staff can see which patient handoffs are due and what has been completed.
2. Consistent reporting definitions
A shared MRN/month rule prevents inflated counting from duplicate encounters.
3. Measurable opportunities
The gap from referral to completed service becomes a teachable operational workflow.
FINANCIAL IMPACT / FICTIONAL SCENARIO
What is patient continuity worth?
See the estimated monthly value tied to patients who stay engaged, return to care, or begin PrEP. Every figure below updates from the fictional patient records and the assumptions you can edit.
TOTAL ESTIMATED VALUE / MONTH
$0
0 active PrEP patients
Illustrative monthly net collected revenue, not actual receipts or profit
RETAINED / CONTINUING
$0
0 patients
Established patients still active on PrEP
RE-ENGAGED
$0
0 patients
Patients brought back into active PrEP care
NEW STARTS
$0
0 patients
New PrEP patients who reached initiation
Revenue by medication
Estimated net collected revenue from active PrEP patients · one patient = one monthly amount
Edit the hypothetical amounts
Set what one active patient might contribute per month under each medication pathway.
$
$
$
Where the revenue comes from — patient by patient
Fictional active PrEP records only. Change a patient's stage or medication in the worklist and this table recalculates.
Patient
Care outcome
Medication
Current stage
Estimated / month
Total illustrative monthly value
$0
Patients not yet initiated are not included in this revenue estimate.
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What the result demonstrates
Keeping an existing patient in care and bringing a former patient back can both support service continuity. The report translates those care-navigation outcomes into an understandable, adjustable business illustration—without claiming they are actual collections.
Financial reporting boundary: All dollar values are invented teaching assumptions, not actual drug prices, 340B spreads, reimbursement, claims, collections, or margin. The model excludes payer eligibility, coverage, assistance program restrictions, medication acquisition costs, operating expenses, appointment frequency, billing outcomes, and time in care. Counts describe a current fictional patient snapshot, not verified monthly transactions. Do not use for budgeting or billing.