How Call Due Dates Are Calculated

The Priority System

The system automatically determines when each beneficiary needs to be contacted, eliminating guesswork and ensuring no one falls through the cracks.

📅 Due Date Calculation Logic

ANC Follow-up: Next call scheduled 1 day after the beneficiary's scheduled ANC appointment
Failed Attempts: Retry scheduled 1 day after a failed call attempt
Initial Contact: New beneficiaries called within 7 days of form submission
Active Cases: Beneficiaries with previous successful contact but no scheduled ANC show "Check Manually"
Never Contacted: Shows "Needs Initial Call" for prioritization

Priority Levels That Guide Executive Work

Priority Level	Visual Indicator	Logic Behind Visual	Business Impact
CRITICAL (Overdue)	🔴 Red text, urgent icon	Red = danger/alert, draws immediate attention to cases past due date	Prevents missed critical care
HIGH (Due Today)	🟠 Orange text, bold	Orange = warning, bold text emphasizes today's urgent deadlines	Timely medical intervention
MEDIUM (Due Soon)	🟡 Yellow text	Yellow = caution, alerts executives to upcoming deadlines within 7 days	Proactive health monitoring
LOW (Future)	🔵 Normal text	Blue = normal, standard styling for routine cases not yet urgent	Routine follow-up

How Work Gets Prioritized for Executives

The Smart Sorting Algorithm

The system automatically organizes the beneficiary list to maximize executive efficiency and healthcare impact.

🔄 Daily Executive Workflow

Contact Status First: Never contacted beneficiaries appear first
Urgency Priority: Overdue cases get top placement
Due Date Order: Within each priority group, earliest due dates come first
Alphabetical Backup: Same-priority cases sorted by beneficiary name

What Executives See First Each Day

✅ Executive Benefits

Zero Decision Fatigue: Clear priority order eliminates "what should I do next?"
Maximum Impact: Critical cases always get attention before routine ones
Time Optimization: Automated sorting reduces time spent on prioritization
Quality Focus: Executives can concentrate on calls rather than organization

Real-Time Priority Updates

Advanced Filtering System for Executive Focus

The system provides powerful filtering tools that allow executives to focus on specific beneficiary groups and manage their workload efficiently.

🎯 Available Filters

Data Status Filter: Focus on Active, Completed, Inactive, Death, or Migrated cases
Agent Filter: View cases assigned to specific call center executives
Priority Filter: Show only High Priority or Normal Priority cases
Delivery Filter: Focus on cases due for delivery This Month, Next Month, or Overdue
Due Date Range: Custom date ranges for call due dates
Last Outcome Filter: Filter by most recent call outcomes
Quick Date Filters: Due Today, Overdue, Due This Week shortcuts

💡 Executive Productivity Impact

These filters enable executives to create personalized workflows - for example, an executive specializing in high-risk cases can filter to show only those beneficiaries, while another can focus on delivery cases. This specialization improves both efficiency and quality of care.

What Executives Can See and Access

Complete Beneficiary History at a Glance

Executives get instant access to everything they need to know about each beneficiary before making a call.

📋 What Appears for Each Beneficiary

Basic Information: Name, age, contact details, gestational age
Medical Status: High-risk flags, delivery status, EDD
Call History: Last 5 conversations with dates and key points
Current Status: Contact status, attempts made, next due date
Priority Level: Visual indicators for urgency
AI Insights: Risk assessments and recommendations

The Previous Discussion Summary

Before each call, executives see a chronological summary of the last 5 interactions:

💬 Previous Discussion Preview

Example for a beneficiary:

Jan 15: "Reported morning sickness, advised rest and hydration"
Jan 28: "ANC visit completed, next appointment scheduled for Feb 10"
Feb 5: "Concerned about fetal movement, reassured and scheduled ultrasound"
Feb 12: "Follow-up after ultrasound, baby healthy, continue routine care"
Feb 25: "No remarks logged for this call" (attempted but not connected)

💡 Why This Matters to Executives

This prevents asking the same questions repeatedly and helps executives provide personalized, informed care. It builds trust with beneficiaries who feel their history is valued.

AI Capabilities

AI-Powered Risk Assessment

The system uses AI to analyze beneficiary data and predict potential complications before they become critical.

🤖 AI Analysis Triggers

After Successful Calls: AI reviews the conversation and beneficiary history
High-Risk Cases: Automatic priority analysis for flagged beneficiaries
Quality Checks: AI evaluates call completeness and protocol adherence
Trend Detection: Identifies patterns that may indicate emerging issues

What AI Provides to Executives

AI Feature	Executive Benefit	Example Output	Time Saved
Risk Alerts	Early identification of complications	"High risk of gestational hypertension - recommend immediate monitoring"	Estimated 15-20 minutes per case
Call Summaries	Automated documentation	"Beneficiary reports reduced fetal movement, advised immediate medical attention"	10 minutes per summary
Quality Feedback	Performance improvement guidance	"Consider asking about nutrition intake for more complete assessment"	Continuous improvement
Protocol Guidance	Real-time decision support	"For gestational age 32 weeks, ensure delivery plan is discussed"	Reduces errors

✅ Program-Level AI Benefits

Early Intervention: Identifies at-risk cases earlier through automated analysis
Quality Consistency: Standardized assessments across all executives
Documentation Accuracy: Automated summaries reduce manual writing
Trend Analysis: Program-wide insights for resource allocation

What Gets Saved and Tracked

Complete Call Documentation

Every interaction is automatically saved with comprehensive details for compliance and continuity.

💾 What Gets Recorded for Each Call

Call Metadata: Date, time, executive name, call sequence number
Call Outcome: Connected, not connected, attempted, etc.
Medical Information: Symptoms discussed, advice given, next steps
ANC Details: Scheduled appointments, attendance confirmation
Risk Assessments: Any new concerns or high-risk factors identified
AI Analysis: Automated risk scores and recommendations
Quality Metrics: Call completeness and protocol adherence

Beneficiary Profile Tracking

The system maintains a complete health profile that grows with each interaction:

📊 Beneficiary Data Evolution

Initial Data: Basic demographics, LMP, contact information
Medical History: Previous pregnancies, complications, risk factors
Current Pregnancy: Gestational age, symptoms, ANC attendance
Call History: Complete log of all interactions and outcomes
Risk Profile: Dynamic assessment based on latest information
Delivery Planning: EDD, delivery preferences, newborn planning

Program-Level Analytics

The system automatically aggregates data for program monitoring and improvement:

📈 What Gets Measured

Call Success Rates: Connection rates, completion rates
Executive Performance: Calls per day, quality scores, issue resolution
Program Outcomes: ANC attendance, delivery tracking, risk identification
Quality Metrics: Protocol adherence, documentation completeness
Trend Analysis: Seasonal patterns, risk factor changes

The Complete Executive Workflow

Executive Login → Dashboard Overview (KPIs, Priorities)
↓
Select Top Priority Case → Review History & AI Insights
↓
Make Call → Document Discussion & Outcomes
↓
AI Analysis → Save & Update Priorities
↓
Next Case Automatically Appears
↓
End of Shift: Complete Documentation Available

Executive Productivity Benefits

✅ Key Improvements

Increased Efficiency: Automated prioritization helps executives handle more cases per day
Reduced Documentation Time: AI summaries minimize manual note-taking
Quality Consistency: Standardized protocols improve care quality
Less Administrative Burden: Automation reduces time spent on organization

The System's Executive Promise

🎯 Executive Value Proposition

This system transforms call center executives from manual trackers into healthcare coordinators. They spend less time organizing work and more time providing compassionate, informed care to mothers and babies.

Quality Assurance and Continuous Improvement

Automatic Quality Checks

The system ensures every call meets quality standards:

🔍 Quality Validation Rules

Required Information: All mandatory fields must be completed
Protocol Compliance: Calls follow established medical guidelines
Data Accuracy: Information matches beneficiary records
Risk Assessment: High-risk factors are properly documented
Follow-up Planning: Next steps are clearly defined

Executive Overview

🎯 Executive Summary