Assessment
What happens between your first call and the day your team owns the reporting view.
The Patient Flow Assessment is our flagship engagement. This page explains the calendar shape so ward and clinic leads know what access, time, and decisions we will ask for — before anyone signs a deposit.
Week by week
- Confirm scope (days 1–2). We agree which arrival points, wards, or specialty clinics sit inside the study, which peak windows matter, and who escorts observers. Privacy constraints are written down before any floor time begins.
- Observe and timestamp (days 3–8). Analysts spend blocks at registration, triage, treatment bays, and discharge desks. We capture intervals and handoffs — not identifiable clinical notes. Evening or weekend peaks are included when your floor pattern requires them.
- Challenge the draft maps (days 9–12). Charge nurses and bed managers mark where our maps miss local practice. This step prevents neat diagrams that ignore pharmacy queues or family escort windows.
- Install and brief (days 13–16). We hand over a maintainable reporting layout for healthcare operations dashboards and patient flow analytics language your huddle already uses, then walk the first live week together.
What you should prepare
- One operations sponsor who can unlock access across departments
- A short list of known pain windows (for example Monday A&E surge or Friday elective discharge crush)
- Existing occupancy or wait extracts you are allowed to share, even if incomplete
After the assessment
Some teams stop here with a clearer map. Others add a Ward Occupancy Briefing Pack or the Monthly Operations Narrative so figures keep speaking to roster decisions.