Fellbrook Community Credit UnionEmployee wellness program with Alderpoint Wellness Group
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Fiona MacAllisterBenefits manager, Fellbrook Community Credit Union

Status

How the program is administered, as counts: intake files, authorization items, bookings and handoffs. Location detail stays inside Alderpoint, as you approved on September 21.

1 of 6 location reports missing
Files held before the first appointment
38 of 212

6 accepted as exceptions, 32 to clear

Authorization items resolved
31 of 57

26 open, 12 tied to appointments within 7 days

Appointment slots left unused
21

from 46 booking exceptions in September

Handoffs acknowledged in a day
71 of 88

17 reopened with questions

How old the holds are

Held files by missing item and by age of the hold. Read the right-hand columns first.

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Open items older than 10 days

22 items, each with its reason.

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From handed off to acknowledged

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Why handoffs were reopened

The 17 reopened with questions, by reason.

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Fellbrook program results

The full report Alderpoint publishes: files held, queue state, booking exceptions, handoffs and the monthly status.
Open in Dashboards

Private portal for Fellbrook Community Credit Union and Alderpoint Wellness Group. Access by invitation.

Demo client portal. Alderpoint Wellness Group, Fellbrook Community Credit Union, the people and every figure are fictional sample data. Built on FuseBase.