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Reading your patient list

What the patient-list columns tell you about each patient's progress toward billable RTM, and how to sort and filter the list.

Written by Valeed Malik

Your patient list at a glance

Each row shows a patient's progress toward billable RTM:

  • Engagement and Cycle — insight into each patient's progress toward the Engage code threshold (16 unique days of responses in a 30-day cycle) and when the cycle ends.

  • Time Tracking — status toward the Support codes; the ring fills as minutes accrue in the current billing window. How the minutes get there — auto-logging, edits, manual interactions — is covered in How SaRA tracks your RTM time.

  • You can sort the list and apply filters (like the Needs Review card shown above) to focus on the patients that need attention. What the Needs Review state means is covered in its own article.

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