PGD/PGT Patient Tracking Workbook Revamp

ROYAL HOSPITAL FOR WOMEN PGD / PGT PATIENT TRACKING WORKBOOK FINAL DESIGN (VERSION 1.0) ________________________________________ SHEET 1 – LANDING PAGE (DAILY WORKFLOW) Purpose The Landing Page is the nursing team's operational workspace. No patient data is entered here. All information is automatically populated from the Master Register. ________________________________________ Landing Page Layout WL# URN Surname First Name DOB Current Age Age at Referral Referral Date Days Waiting Genetic Diagnosis Status Next Action Appointment Date Due Date Example WL# URN Surname First Name DOB Current Age Age at Referral Referral Date Days Waiting Genetic Diagnosis Status Next Action Appointment Date Due Date 1 12345 Smith Jane 15-04-1992 34 33 01-08-2025 335 BRCA1 New Referral Offer Appointment 01-09-2026 2 23456 Brown Sarah 21-09-1988 37 36 15-07-2025 352 CFTR New Referral Await Vacancy 15-09-2026 - 34567 Jones Emily 03-01-1990 36 35 20-09-2025 250 Huntington Disease Appointment Allocated Send Appointment Letter 15-10-2026 25-09-2026 ________________________________________ Waitlist Logic Waitlist Number Automatically assigned to: • New Referral patients only Automatically removed when: • Appointment Allocated = Yes All remaining patients automatically move up the queue. ________________________________________ Days Waiting Automatically calculated: Referral Date → Today Formula protected. ________________________________________ Referral Wait Time Monitoring Days Waiting Colour 0–300 Days Light Blue 301–365 Days Yellow 366–450 Days Orange >450 Days Red ________________________________________ Workflow Status Colours Status Colour New Referral Light Blue / Wait Time Colour Appointment Allocated Lavender Genea Referral Sent Yellow PGT Test Ready For Use Orange Ready for Nursing Orientation Appointment Purple Active Stimulation Cycle Navy Awaiting PGT Results Tan Results Review Required Pink Active FET Cycle Turquoise Pregnant Bright Green Not Pregnant Light Grey Seeking Treatment Elsewhere Grey No Show Red Cancelled Appointment Dark Red Lost to Follow Up Burgundy Entire row automatically colour coded. ________________________________________ SHEET 2 – MASTER PATIENT REGISTER Patient Information Column Patient ID / URN Surname First Name DOB Current Age Age at Referral Genetic Diagnosis ________________________________________ Referral Information Column Referral Date Days Waiting Waitlist Number Appointment Allocated Appointment Date ________________________________________ Genea / PGT Column Genea Referral Sent Genea counselling completed PGT Test Ready For Use ________________________________________ Nursing Orientation Column Orientation appointment scheduled ________________________________________ Treatment Column Cycle Number Cycles Undertaken PGT Results Available Results Review Date ________________________________________ FET Column FET Cycle Number Pregnancy (Yes / No) ________________________________________ Administration Column Current Status Next Action / Notes Date Last Updated ________________________________________ SHEET 3 – CYCLE PLANNING & STIMULATION TRACKING Automatically populated from: Status = Active Stimulation Cycle ________________________________________ Layout URN Patient Cycle # LMP Pill Start Pill Stop FSH Start Trigger OPU Date Notes ________________________________________ SHEET 4 – OUTCOME REGISTER Layout URN Patient FET Cycle Number Pregnancy (Yes / No) Outcome Outcome Date Notes ________________________________________ Outcome Dropdown • Pregnant • Not Pregnant • Seeking Treatment Elsewhere • Declined Treatment • Unknown ________________________________________ SHEET 5 – DASHBOARD Referral Activity • Total Referrals • New Referrals • Appointment Allocated • Average Wait Time • Longest Wait Time • Waiting 301–365 Days • Waiting 366–450 Days • Waiting >450 Days ________________________________________ Genea / PGT Activity • Genea Referrals Sent • PGT Test Ready For Use • Ready for Nursing Orientation Appointment ________________________________________ Treatment Activity • Active Stimulation Cycles • Awaiting PGT Results • Results Review Required • Active FET Cycles ________________________________________ Outcomes • Pregnant • Not Pregnant • Seeking Treatment Elsewhere ________________________________________ Exceptions • No Show • Cancelled Appointment • Lost to Follow Up ________________________________________ SHEET 6 – REFERENCE LISTS Status List • New Referral • Appointment Allocated • Genea Referral Sent • PGT Test Ready For Use • Ready for Nursing Orientation Appointment • Active Stimulation Cycle • Awaiting PGT Results • Results Review Required • Active FET Cycle • Pregnant • Not Pregnant • Seeking Treatment Elsewhere • No Show • Cancelled Appointment • Lost to Follow Up Yes / No List • Yes • No Outcome List • Pregnant • Not Pregnant • Seeking Treatment Elsewhere • Declined Treatment • Unknown Genetic Diagnoses Auto-generated from patient data. ________________________________________ PROTECTION SETTINGS Password FRC2026PGD Locked • Dashboard formulas • Days Waiting formulas • Current Age formulas • Age at Referral formulas • Waitlist Number formulas • Status automation • Reference Lists • Workbook structure Editable • Referral information • Appointment details • Genea information • Orientation information • Treatment information • Outcome information • Notes ________________________________________ WORKFLOW PATHWAY New Referral ↓ Appointment Allocated ↓ Genea Referral Sent ↓ PGT Test Ready For Use ↓ Ready for Nursing Orientation Appointment ↓ Active Stimulation Cycle ↓ Awaiting PGT Results ↓ Results Review Required ↓ Active FET Cycle ↓ Pregnant / Not Pregnant ________________________________________ Workbook Design Principles ✓ Single source of truth (Master Register) ✓ Automatic waitlist management ✓ Minimal duplicate data entry ✓ Public health wait-time monitoring ✓ Colour-coded workflow progression ✓ Nurse-friendly daily Landing Page ✓ Dashboard reporting for operational oversight ✓ Protected formulas and structure with editable clinical fields Merge the old excel workbook including all data into the newly deigned workbook to be ready for use once project delivered. Deliver the finished workbook, unlocked master copy, and a short video or PDF walkthrough demonstrating the key features.

Project ID: 40486217