Today

Today

Local mode

Today

One screen for what needs attention first.

Top 3 Priorities

Overdue Tasks

Participants

Add and edit participant admin details directly on this page.

Add Participant

Optional CSV import

Import a CSV file from a spreadsheet. This stays on this computer, but it is not encrypted, so use initials or test data until you are comfortable.

CSV columns name, status, nextAction, dueDate, lastContact, documentsPending, notes Dates work best as YYYY-MM-DD, for example 2026-05-20.
Name Last contact Notes Save

Tasks & Follow-ups

Add, update, and finish admin tasks.

Task Participant Due Priority Status Remove

Letters & Reports

Add and update document stages, due dates, and sent status.

Add Letter or Report

Participant Document Stage Due Sent

Admin Assistant

Daily closeout, email drafting style, and Splose support-activity guardrails.

Daily Approval Queue

Review drafts and admin actions before anything external goes out.

FCA Visit Worksheet

Optional prompts for new participant assessment visits. Skip anything that does not fit the session.

Assessment visit checklist

No worksheet selected.

Visit notes summary

Generated from prompted notes and follow-up items only.


              

Standardised Assessments

Score structured tools and generate report-ready assessment summaries.

Standardised assessment

Create or select an assessment to start.

Results

Generated after scores are entered. Review wording before using in a report.

Report-ready text

Clinical score interpretation only. Edit to match your assessment findings.

Settings

Edit the options used by buttons and dropdowns across the dashboard.

Participant Status Options

Task Status Options

Letter & Report Stages

Document Types