Beneficiary Tracking Sheet

Aggregated beneficiary data view powered by ARRAYFORMULA

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Why This Sheet Matters: The Beneficiary Tracking Sheet consolidates all beneficiary information into a single view using a comprehensive ARRAYFORMULA that aggregates data from multiple sources. This sheet provides call center agents with complete beneficiary profiles, call history, health metrics, and upcoming follow-ups in one place - eliminating the need to search across multiple sheets before each call.

How It Tracks Beneficiaries

Complete Beneficiary Profile

Every beneficiary gets a comprehensive profile that includes:

  • Personal information (name, age, contact details)
  • Medical history and obstetric data
  • Current pregnancy stage and gestational age
  • Health metrics tracking (hemoglobin levels)
  • High-risk status and specific risk factors

Call History Intelligence

Tracks every interaction with detailed insights:

  • Last call date, outcome, and key remarks
  • Call sequence and trigger reasons
  • Recent callers and contact patterns
  • Days since last contact
  • Comprehensive call outcome statistics

Pregnancy Stage Monitoring

Real-time pregnancy tracking with intelligent calculations:

  • Current gestational age in weeks and days
  • Pregnancy month (Month 01-09, Overdue)
  • Trimester classification
  • Expected delivery date calculations
  • Post-natal tracking capabilities

Performance Analytics

Detailed metrics for each beneficiary:

  • Call success rates and patterns
  • Contact frequency and responsiveness
  • Health metric trends over time
  • Risk factor monitoring
  • Agent interaction history
Beneficiary Tracker Sheet Screenshot

Figure 1: The Beneficiary Tracker Sheet interface showing comprehensive beneficiary data

Key Features & Benefits

Real-Time Data Updates

The sheet automatically updates as new data is entered, providing agents with the most current information about each beneficiary. No manual updates required - everything stays synchronized.

Comprehensive Visibility

One glance shows everything: pregnancy status, call history, health metrics, risk factors, and contact patterns. Agents can quickly assess beneficiary needs and prioritize follow-ups.

Historical Context

Tracks complete beneficiary journey from initial registration through pregnancy and post-natal care. Historical data helps identify trends and predict future needs.

Multi-Agent Coordination

Shows which agents have recently contacted the beneficiary, preventing duplicate calls and ensuring continuity of care across the team.

Risk-Based Prioritization

Highlights high-risk pregnancies and overdue contacts, enabling agents to focus on beneficiaries who need immediate attention.

Quality Assurance

Detailed call outcome tracking helps supervisors monitor agent performance and identify areas for training and improvement.

Key Capabilities

27+

Data Points

Per beneficiary

2hrs

Sync Frequency

Automated updates

12

Call Outcomes

Tracked automatically

1200+

Beneficiaries

Currently tracked

Key Technical Features

Auto-Updating

Never needs manual refresh - automatically incorporates new data

Intelligent

Calculates gestational ages, risk levels, and trends automatically

Comprehensive

Captures every aspect of beneficiary management

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