{"text_format":"1","workbook":"xlsx","n_sheets":9,"sheets":["Read First","List of Tasks EXAMPLE","Clinic Demographics","Template","Sheet2","Sheet1","Data Entry","Prop ofTime Spent by Staff Type","Graphs"],"not_rendered":{"charts":5,"images":2,"macros":1,"external_links":0,"defined_names":2,"comments":0,"pivot_tables":3},"unopened":[],"bounds":{"document_bytes":16777216,"sheet_cells":100000,"rows_first":2000,"rows_last":500,"rows_between":2000,"halvings":0,"cell_chars":16384,"cell_head_chars":4096},"cells_cut":0,"cells_raw":0,"read":"whole","date_system":"1900"}

{"sheet":"Read First","index":0,"n_rows":10,"n_cols":2,"rows_kept":10,"cut":false,"hidden":false,"merged":[[11,0,11,2],[12,0,12,2],[13,0,13,2],[2,0,2,1],[9,0,9,1]]}
[]
["       You must click \"Enable Content\" to use the functionality of this workbook."]
["This Excel Workbook"]
["What is the purpose of this tool?","This Excel workbook is designed to support your Care Team Workload Analysis. It includes space to:\n\n- List team members and their roles\n\n- Define tasks and categorize them (direct, indirect, non-patient work)\n\n- Track how team members spend their time\n\nThe workbook also generates graphs to help visualize your data and support team discussions around improving access, efficiency and role clarity.\n"]
[]
["What steps do I take to use this tool?","1. Clinic Demographics tab - Generate a list of staff and what type of role they have.\n2. Clinic Demographics tab - generate a list of tasks that occur in your clinic/office.\n3. Template tab - Each staff member track the number of minutes spent on each task each day for up to 7 days.\n4. Data Entry tab - Enter the data from the templates.\n5. Graphs tab - Review visual summaries to explore patterns, answer key questions and guide team discussions on improving access and efficiency.\n"]
[]
["What about travel?","You have two options—choose one and apply it consistently:\n\n1. Create a fourth “Travel” category\n     - Patient‑related travel: e.g., driving to home visits or escorts to appointments.\n\n     - Non‑patient travel: e.g., trips to administrative meetings.\n\n2. Treat travel as a task within the existing three categories\n\nPick the approach that fits your workflow best, document it and ensure everyone codes travel the same way."]
[]
["Copyright\n\nThis work has been created by the Alberta Medical Association's Accelerating Change Transformation Team (ACTT) based on work from Alberta Health Services and a concept by Mark Murray & Associates.\t\n\nThis work is licensed under the Creative Commons Attribution-NonCommercial 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc/4.0/ \t\n\t\t\t\t\nThe Alberta Medical Association (AMA) expressly disclaims all liability for the use of these materials, and for any claims, actions, demands or suits arising from such use. The AMA does not endorse, in any way, derivative or excerpted materials based on this product and cannot be held accountable for any such adapted product."]

{"sheet":"List of Tasks EXAMPLE","index":1,"n_rows":36,"n_cols":2,"rows_kept":36,"cut":false,"hidden":true,"merged":[]}
[null,"Sample List of Tasks by CTWA Category"]
[]
[null,"DIRECT PATIENT WORK = tasks done with a patient (in person, on phone, or via text/email)"]
[null,"Examples of DIRECT PATIENT WORK tasks/activities:"]
[null,"·        Individual patient appointments with care provider (in person, Telehealth, Skype, etc.)"]
[null,"·        Registering/checking in patients when they arrive"]
[null,"·        Rooming/history taking"]
[null,"·        Group patient appointment/class"]
[null,"·        Case conferences with patient and/or family members"]
[null,"·        Pre-visit phone intake"]
[null,"·        Appointment booking (phone or in-person)"]
[null,"·        Phone calls with or emails to patients"]
[]
[null,"INDIRECT PATIENT WORK = tasks related to a patient, but not with a patient"]
[null,"Examples of INDIRECT PATIENT WORK tasks/activities:"]
[null,"·        Review of chart before appointment"]
[null,"·        Charting/notes after appointment"]
[null,"·        Specialist referral"]
[null,"·        Lab/DI results review"]
[null,"·        Triage"]
[null,"·        Prep for group patient appointment/class"]
[null,"·        Post-group debrief/notes"]
[null,"·        Exam room preparation"]
[null,"·        Case conferences/consults without patient/family member present"]
[null,"·        Team huddle"]
[null,"·        Clinically related phone calls (e.g., pharmacy, lab) regarding a specific patient"]
[null,"·        Travel to/from patient appointments"]
[]
[null,"NON-PATIENT WORK = administrative, training-related, or other tasks not related to a specific patient"]
[null,"Examples of NON-PATIENT WORK tasks/activities:"]
[null,"·        Team meetings"]
[null,"·        Non-patient email/phone calls"]
[null,"·        Measurement (staff activity report, other measurement/data reporting)"]
[null,"·        Administrative forms (e.g. timesheets, expense claims)"]
[null,"·        Training/orientation/professional development"]
[null,"·        Travel for meetings/training"]

{"sheet":"Clinic Demographics","index":2,"n_rows":20,"n_cols":16,"rows_kept":20,"cut":false,"hidden":false,"merged":[[11,12,11,13],[20,12,20,13],[0,0,0,2],[0,6,0,7],[0,12,0,13],[8,12,8,13],[6,12,7,13]]}
["Staff Information",null,null,null,null,null,"Task Information",null,null,null,null,null,"Definitions",null,null,"Clinical"]
["List your Staff Names","Clinician or Other type of staff?","What type of staff is this person?",null,null,null,"List your tasks","Category of Task",null,null,"Direct",null,"Direct","Tasks done with a patient (in person, on phone, or via text/email)",null,"Not Clinical"]
[null,null,null,null,null,null,null,null,null,null,"Indirect",null,"Indirect","Tasks related to a patient, but not with a patient"]
[null,null,null,null,null,null,null,null,null,null,"Travel",null,"Travel","Travel from place to place during the workday."]
[null,null,null,null,null,null,null,null,null,null,"Non-Patient Activities",null,"Non-Patient Activities","Administrative, training-related, or other tasks not related to a specific patient"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,"Instructions"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,"Staff Information Table"]
[null,null,null,null,null,null,null,null,null,null,null,null,"1. In the first column type in the name of a staff member."]
[null,null,null,null,null,null,null,null,null,null,null,null,"2. In the second column identify if this is a clinical practitioner or not."]
[null,null,null,null,null,null,null,null,null,null,null,null,"3. In the third column type in the  category (role) the staff member fits best in. (eg. Physician, RN, Clerk)."]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,"Task Information Table"]
[null,null,null,null,null,null,null,null,null,null,null,null,"1. Click the cell in row 3 (just under the black row) in the \"List your tasks\" column. "]
[null,null,null,null,null,null,null,null,null,null,null,null,"2. Type in a task."]
[null,null,null,null,null,null,null,null,null,null,null,null,"3. In the \"Category of Task\"column, use the dropdown list found in the cell to select the best category for the task."]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,"Once you have entered your data"]
[null,null,null,null,null,null,null,null,null,null,null,null,"1. Click the \"Sort My Info\" button"]

{"sheet":"Template","index":3,"n_rows":105,"n_cols":9,"rows_kept":105,"cut":false,"hidden":false,"merged":[]}
[]
["Name:"]
[null,null,"Minutes Spent on Each Task"]
["Task Type","Task","Day 1","Day 2","Day 3","Day 4","Day 5","Day 6","Day 7"]
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[{"$f":"IF(ISBLANK('Clinic Demographics'!G66),\"\",VLOOKUP(B68,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G66),\"\",'Clinic Demographics'!G66)","v":""}]
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[{"$f":"IF(ISBLANK('Clinic Demographics'!G69),\"\",VLOOKUP(B71,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G69),\"\",'Clinic Demographics'!G69)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G70),\"\",VLOOKUP(B72,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G70),\"\",'Clinic Demographics'!G70)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G71),\"\",VLOOKUP(B73,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G71),\"\",'Clinic Demographics'!G71)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G72),\"\",VLOOKUP(B74,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G72),\"\",'Clinic Demographics'!G72)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G73),\"\",VLOOKUP(B75,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G73),\"\",'Clinic Demographics'!G73)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G74),\"\",VLOOKUP(B76,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G74),\"\",'Clinic Demographics'!G74)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G75),\"\",VLOOKUP(B77,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G75),\"\",'Clinic Demographics'!G75)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G76),\"\",VLOOKUP(B78,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G76),\"\",'Clinic Demographics'!G76)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G77),\"\",VLOOKUP(B79,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G77),\"\",'Clinic Demographics'!G77)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G78),\"\",VLOOKUP(B80,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G78),\"\",'Clinic Demographics'!G78)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G79),\"\",VLOOKUP(B81,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G79),\"\",'Clinic Demographics'!G79)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G80),\"\",VLOOKUP(B82,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G80),\"\",'Clinic Demographics'!G80)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G81),\"\",VLOOKUP(B83,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G81),\"\",'Clinic Demographics'!G81)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G82),\"\",VLOOKUP(B84,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G82),\"\",'Clinic Demographics'!G82)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G83),\"\",VLOOKUP(B85,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G83),\"\",'Clinic Demographics'!G83)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G84),\"\",VLOOKUP(B86,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G84),\"\",'Clinic Demographics'!G84)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G85),\"\",VLOOKUP(B87,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G85),\"\",'Clinic Demographics'!G85)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G86),\"\",VLOOKUP(B88,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G86),\"\",'Clinic Demographics'!G86)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G87),\"\",VLOOKUP(B89,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G87),\"\",'Clinic Demographics'!G87)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G88),\"\",VLOOKUP(B90,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G88),\"\",'Clinic Demographics'!G88)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G89),\"\",VLOOKUP(B91,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G89),\"\",'Clinic Demographics'!G89)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G90),\"\",VLOOKUP(B92,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G90),\"\",'Clinic Demographics'!G90)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G91),\"\",VLOOKUP(B93,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G91),\"\",'Clinic Demographics'!G91)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G92),\"\",VLOOKUP(B94,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G92),\"\",'Clinic Demographics'!G92)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G93),\"\",VLOOKUP(B95,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G93),\"\",'Clinic Demographics'!G93)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G94),\"\",VLOOKUP(B96,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G94),\"\",'Clinic Demographics'!G94)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G95),\"\",VLOOKUP(B97,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G95),\"\",'Clinic Demographics'!G95)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G96),\"\",VLOOKUP(B98,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G96),\"\",'Clinic Demographics'!G96)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G97),\"\",VLOOKUP(B99,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G97),\"\",'Clinic Demographics'!G97)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G98),\"\",VLOOKUP(B100,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G98),\"\",'Clinic Demographics'!G98)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G99),\"\",VLOOKUP(B101,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G99),\"\",'Clinic Demographics'!G99)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G100),\"\",VLOOKUP(B102,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G100),\"\",'Clinic Demographics'!G100)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G101),\"\",VLOOKUP(B103,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G101),\"\",'Clinic Demographics'!G101)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G102),\"\",VLOOKUP(B104,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G102),\"\",'Clinic Demographics'!G102)","v":""}]
[{"$f":"IF(ISBLANK('Clinic Demographics'!G103),\"\",VLOOKUP(B105,'Clinic Demographics'!$G$3:$H$102,2,0))","v":""},{"$f":"IF(ISBLANK('Clinic Demographics'!$G103),\"\",'Clinic Demographics'!G103)","v":""}]

{"sheet":"Sheet2","index":4,"n_rows":14,"n_cols":2,"rows_kept":14,"cut":false,"hidden":true,"merged":[]}
["Task Type","(All)"]
["Staff Type","(All)"]
["Clinician or Not","(All)"]
["Staff Name","(All)"]
[]
["Row Labels","Sum of Total"]
["In-person appts",4140]
["Virtual Appts",750]
["Reviewing Results",220]
["Care Planning",305]
["Checking Patients in",2830]
["Cleaning Room/Equipment",645]
["Sending Referrals/Paperwork",280]
["Grand Total",9170]

{"sheet":"Sheet1","index":5,"n_rows":13,"n_cols":5,"rows_kept":13,"cut":false,"hidden":true,"merged":[]}
["Clinician or Not","(All)"]
["Task Type","(All)"]
[]
["Sum of Total","Column Labels"]
["Row Labels","MD","RN","Medical Office Assistant","Grand Total"]
["In-person appts",2130,2010,null,4140]
["Virtual Appts",750,null,null,750]
["Reviewing Results",220,null,null,220]
["Care Planning",135,170,null,305]
["Checking Patients in",null,null,2830,2830]
["Cleaning Room/Equipment",null,null,645,645]
["Sending Referrals/Paperwork",null,null,280,280]
["Grand Total",3235,2180,3755,9170]

{"sheet":"Data Entry","index":6,"n_rows":4,"n_cols":16,"rows_kept":4,"cut":false,"hidden":false,"merged":[[0,0,0,11],[1,3,1,10]]}
["Data Entry",null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Hints"]
[null,null,null,"Enter approximate number of minutes each day spent on the task",null,null,null,null,null,null,null,null,null,null,null,"1. To generate a new row, click on the bottom right cell of the table and press \"Tab\"."]
["Staff Name","Staff Type","Task","Day 1","Day 2","Day 3","Day 4","Day 5","Day 6","Day 7","Total","Clinician or Not","Task Type",null,null,"2. Collect data for the same number of days for each clinician."]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(Table4[[#This Row],[Day 1]:[Day 7]])","v":0},{"$f":"VLOOKUP(Table4[[#This Row],[Staff Name]],'Clinic Demographics'!$A$2:$C$102,2,0)","v":{"$error":"#N/A"}},{"$f":"VLOOKUP(Table4[[#This Row],[Task]],'Clinic Demographics'!$G$2:$H$102,2,0)","v":{"$error":"#N/A"}},null,null,"3. Staff Names and Tasks are from the list you entered on the \"Clinic Demographics\" tab."]

{"sheet":"Prop ofTime Spent by Staff Type","index":7,"n_rows":11,"n_cols":5,"rows_kept":11,"cut":false,"hidden":true,"merged":[]}
[]
["Task","(All)"]
[]
["Sum of Total","Column Labels"]
["Row Labels","Non-Patient Activities","Direct","Indirect","Grand Total"]
["Clinical",null,4890,525,5415]
["MD",null,2880,355,3235]
["RN",null,2010,170,2180]
["Not Clinical",925,2830,null,3755]
["Medical Office Assistant",925,2830,null,3755]
["Grand Total",925,7720,525,9170]

{"sheet":"Graphs","index":8,"n_rows":4,"n_cols":1,"rows_kept":4,"cut":false,"hidden":false,"merged":[]}
["Tips"]
["1. Update the data for the graphs by clicking the \"Update Data for All Graphs Button\"."]
["2. Use the filter buttons (grey buttons) to choose the data you want to visualize."]
["3. Copy the graphs for reports, etc… by right clicking in the white space around the graph."]