25
Active Patients
12
Burnout Patients
15
Weight management Patients
14
High PHQ-9 Score
8
Legal/Financial Support
Patient engagement Summary
 }})
Engaged
Neutral
Disengaged
Task Completion
Completed
In Progress
Overdue
Immediate Attention
Client
Workflow
Status
Christopher, Josiah(UID-2182)
Male, 03/09/1998
Male, 03/09/1998
Burnout
Grayson, Julian(UID-2179)
Male, 06/20/1984
Male, 06/20/1984
Weight Management
Martin, Abigail(UID-2168)
Male, 07/08/2011
Male, 07/08/2011
Legal Support
Kristian, Marshall(UID-2149)
Male, 06/06/1989
Male, 06/06/1989
Weight Management
Coach's Schedule
| Task Type | Patient Name | Description | Program | Scheduled Date&Time | Complete By Date&Time | Status |
|---|---|---|---|---|---|---|
| Scheduled Appointment | Martin, Abigail(UID-2168) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Care Conference | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Medication review/reconciliation | James, Aurora(UID-2178) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Initial Communication | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Scheduled Appointment | Martin, Abigail(UID-2168) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Care Conference | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Medication review/reconciliation | James, Aurora(UID-2178) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Initial Communication | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Care Conference | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Task Type | Patient Name | Description | Program | Scheduled Date&Time | Complete By Date&Time | Status |
|---|---|---|---|---|---|---|
| Care Conference | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Medication review/reconciliation | James, Aurora(UID-2178) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Initial Communication | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Scheduled Appointment | Martin, Abigail(UID-2168) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Care Conference | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Medication review/reconciliation | James, Aurora(UID-2178) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Task Type | Patient Name | Description | Program | Scheduled Date&Time | Complete By Date&Time | Status |
|---|---|---|---|---|---|---|
| Initial Communication | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Care Conference | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Medication review/reconciliation | James, Aurora(UID-2178) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Initial Communication | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Scheduled Appointment | Martin, Abigail(UID-2168) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Care Conference | Harris, Lainey(UID-2170) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
| Medication review/reconciliation | James, Aurora(UID-2178) | Appointment for consultation | EAP | 07/08/2025 1330 - 1400 | 07/08/2025 1330 - 1500 | Confirmed |
 }})
27%
Depression/Stress Reduction Rate
Depression/Stress Reduction Rate
 }})
22%
Absenteeism Reduction Rate
Absenteeism Reduction Rate
 }})
78%
Case Solution Rate
Case Solution Rate
Patient Dropout Probability
Gill N. - Disengaged
21%
Martin A. - Neutral
16%
Anthony D.-Engaged
14%
System Reduction Rates
Depression
35%
Legal Support
45%
Financial Coaching
19%
Active coaching workflows
Burnout
64%
Legal Support
56%
Financial Coaching
48%
Weight Management
61%
Stress Counseling
57%
Patient Symptoms Improvement
Productivity
35%
Deadlines
45%
Fatigue
29%
Confidence
41%
Symptom Improvement Status
35%
Significant Conversation Topics
General Topics
48
Mental / Stress Health Topics
35
Diabetes Topics
29
Legal / Financial Topics
24
AI-Recommended Coaching priorities
 }})
Time Management
 }})
Burnout Risk
 }})
Presentation Skills
Improve work-life balance
Address performance issues
Time Management21%
Burnout Risk16%
Presentation Skills14%
Improve work-life balance18%
Address performance issues26%
Feedback Ratings
4.5
4.5
Coach Engagement
Counselor Engagement
Incentives Earning
Overall Service Quality