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Goal: Establish why client x is not making progress (GOAL: Build program…
Goal: Establish why client x is not making progress
Search Bar( Client x)
Indiv. Client Page
On Food Card Meal Accuracy is low
Click Card to dive deep
Food Window Showing the good/bad meals with tabs and filter to help pin down the problem areas
This path would apply to any deep dive, which means that we need one deeper page for each metric for each ind. client
Client View (Icon) on Navigation
Client Metric Card
Scroll/Search to find client
GOAL: Build program for client Y
Dashboard
Live Feed Card
Directly to program builder for CLIENT Y
Program Builder Icon
Input Client : Pulls up information for Client Y
Goal: People are late on Payments
Made aware by dashboard notification
Clicks icon
Taken to B.A page
Bulk Tasks
Card on Live feed
Light box appears to take care of selected task
One Off Quick Task
GOAL: One Off quick tasks
Dashboard
Live Feed Card
Lightbox Solution
B.A
Comment
Video/Pic Review
Program Ediit
Quick and easy to take care of issues at a glance
Calendar Edits/Mods/Actions