Wellness program administration status
An approved status for the wellness program across six locations, with referrals, aged items by reason and any location with no report shown as missing data, not zero.
- Industry
- Healthcare-Adjacent and Wellness (Admin)
- Team
- Operations
- Use case
- Client portals
- Tags
- Client reporting
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: KPI row (kpi-row); Chart: Referrals received by month (c-referrals-area); Chart: Location reports for the status week (c-reports-waffle) · Requires sign-in
Overview
What this template supports
A client-visible status for an employer benefits manager, prepared by the administration lead and approved by the operations leader before publication. It shows four program measures, referrals by month and the location reports received with live Dashboards blocks, lists items older than 10 days by reason, and defines no data versus zero. It ends with approval steps and a next-period checklist.
- All-measures KPI row block
- Referrals by month area block
- Location reports waffle block
- Aged items by reason table
- No data versus zero definition list
- Approval steps and next-period checklist
How to use this template
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Collect the location reports
Gather the report from every location for the status week and mark any report not received as missing data.
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Approve the definitions
Have the operations leader approve the metric definitions and the summary scope before the status goes out.
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Publish and set the next period
Send the approved status to the client contact and list the actions with owners and dates for the next status.
Frequently asked questions
What is the difference between zero and missing data?
Zero means the location reported and found none. Missing data means no report arrived, so the week is not known and is never counted as zero.
Does the status show location detail?
No. It shows program totals and aged items by reason, and says only how many location reports were received.
What does Wellness program administration status help me do?
An approved status for the wellness program across six locations, with referrals, aged items by reason and any location with no report shown as missing data, not zero.
Who reads and maintains this page?
Fellbrook benefits manager; prepared by the Alderpoint administration lead and approved before publication. The director of operations reviews it.
When is the page ready to share with the client?
Sent only after the operations leader has approved the definitions and the client contact has approved the summary scope.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.