Total Cases
—
All time
Active
—
In progress
Completed
—
Closed successfully
On Hold
—
Paused
Cancelled
—
Closed without service
Operational Intelligence
Service Provider Gaps — Canada
Cities where active cases require a service provider
Case Substatus
Active case workflow stages
Monthly Intake
Cases received over last 12 months
Service Standards
Acknowledgement & Scheduling
SS1: ≤2 working days · SS2: ≤3–10 working days (varies by service)
SS1 — Receipt Acknowledged
—days avg
Target: ≤ 2 working days (all services)
—
SS2 — Appt Scheduling
—days avg
Target: ≤ 5 days (≤ 10 days industrial ergo)
—
Completion & Closure
SS3: 2–4 weeks · SS4: 5–10 days (varies by service type)
SS3 — All Evals Completed
—days avg
From acknowledgement · 2–4 weeks depending on service type
— cases
SS4 — HAR Closure
—days avg
From eval completed · Standard: 10 working days · Screening: 5 working days
— cases
Total Throughput
—days avg
Request received → HAR closure · Completed cases only
— cases
Service Standards by Evaluation Type
Completed cases only · Contractual targets per SOW Appendix 1 — working days
STREAM 2
Emergency Services
SLA 1: Same-day acknowledgement · SLA 4: Report completion within 10 working days
SLA 1 — Acknowledgement
—days avg
Target: Same day (0 working days)
—
SLA 4 — Report Completion
—days avg
Target: ≤ 10 working days
—
Emergency Cases
—
Completed in selected period
SLA 2/3: Per CFIA timelines
Not tracked by automation
Not tracked by automation
Monthly National Roll-up Report
Export Monthly Report
Generate Excel report with accepted, closed, and cancelled files by region
Accepted Files: Files requested in the selected month (by region)
Closed Files: Files closed in the selected month (regardless of request month)
Cancelled Files: Cancelled files from the selected request month
Active Files Throughput Analysis
Active Files Tail Analysis
Individual files ranked by days open — showing progress toward 4-week target
Total Active
—
On Track
—
Warning
—
Critical
—
Avg Days
—
On Track (< 28 days)
Warning (28-59 days)
Critical (60+ days)
4-Week Target (28 days)
Regional Breakdown
By Province
Case distribution
By Area
Operational area breakdown
By Evaluation Type
Service category distribution
Virtual Appointments Performance
Virtual Appointment Tracking
Pre-Placement, Periodic, and Fitness to Work evaluations · Target: ≤5 working days
Loading virtual appointments data...
Appointment Journey Tracker
Active files by clinical service stage
On Track <30 calendar days
Watch 30–59 calendar days
Critical 60+ calendar days
⏱️ Calendar days since request received
Billing & Invoicing
Revenue Summary
Revenue excl. HST — taxes excluded per Finance policy
Total Revenue (excl. HST)
$—
incl. HST: $—
CA Hours
—
Nurse Hours
—
Doctor Hours
—
Invoice Status
Preliminary, secondary, and final invoices
Prelim Complete
—
— pending
Secondary Complete
—
— pending
Final Complete
—
— pending
Revenue by stream (excl. HST)