What this card shows
The NPS patients to contact card is a working list of patients who were sent a satisfaction survey and have not answered it yet. Each row is one patient with at least one survey still outstanding.
It is a table you can work down rather than a chart to interpret.
Reading the card
The table has one row per patient, with these columns:
Patient: the patient's name.
Clinic: the clinic the survey belongs to.
Last requested: the date of the most recent survey sent to them.
Days waiting: counted from their oldest unanswered survey, not the most recent one. A patient who has been sent two surveys shows the newest date under Last requested and the older one's age under Days waiting.
Rows are sorted longest-waiting first, so the top of the list is where to start.
The card lives on the Nursing & care team dashboard, on the Satisfaction tab, and responds to the filters at the top:
Date: the window the surveys were sent in. It defaults to the past 6 months plus the current month, so patients who were sent a survey before that window are not listed. Widen the filter if you want to see everyone still outstanding.
Clinic: focus on one or more locations, if your organization has several. It keeps patients who have a cycle at the selected clinic, so a patient treated at more than one clinic is counted under each.
A patient drops off this list as soon as they answer their survey, or as soon as the request is dismissed.
Where this data comes from
Satisfaction surveys go out automatically, on the schedule set under Settings → Communications → NPS messaging. The patient answers through the patient portal, and this card is the gap between those two steps: surveys that have gone out and not come back.
Two settings on that screen change what lands on this list. Trigger timing decides which appointment sends the survey, so it decides which patients can appear here at all. Email messaging is the wording patients receive, and clearer copy means fewer rows to chase in the first place.
Only answered surveys feed Patient satisfaction NPS on the same tab. Chasing a patient until they answer adds a response behind that score; dismissing the request instead clears the row without adding one.
Opening this card
In wawa, open Insights from the sidebar, then go to Standard Reports → Nursing & Care Team → Nursing & care team. Select the Satisfaction tab. The NPS patients to contact card is on it.