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
Regional Breakdown
By Province
Case distribution
By Area
Operational area breakdown
By Evaluation Type
Service category distribution
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 & Quarterly Deliverables
Export Deliverables
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
Completion Performance
Files Closed This Month
Monthly closure metrics showing team productivity and progress
This Month
—
—
— critical (60+ days)
Last Month
—
—
— critical (60+ days)
Change
—
—
Total Completed
—
All time
6-Month Closure Trend
Total Closures
Critical (60+ days)
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)
Virtual Appointments Performance
Virtual Appointment Tracking
Pre-Placement, Periodic, and Fitness to Work evaluations · Entire Program · 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: $—
12-Month Revenue Trend
vs Last Year
—
—
—
vs Last Month
—
—
—
CA Hours
—
Nurse Hours
—
Doctor Hours
—
Revenue by Service Type
Revenue excl. HST — by evaluation type
Revenue by stream (excl. HST)
MD Hours Report Export
Generate billing report for Occupational Physician — by HAR review date
HAR Review Period:
Period:
Note: This report is independent of dashboard filters and includes ALL files where the MD reviewed a Partial or Final HAR within the selected date range, regardless of request date or other criteria.