Phase 3.1 port of Dayna's weekly workflow sheet. SQL pulls appointments from
the SwiftTrack CRM joined to contacts and appointment types. Seven of the
fifteen columns in the original spreadsheet are populated live from the CRM;
the remaining workflow-lifecycle columns (Date Built / Authorised / Review
By / Date Reviewed) are rendered as "—" until a later phase wires the
corresponding CRM fields.
29 appointments.
| Date of Appointment | Type | Account Number | Lead Name | Town | RPA Visiting | Review Notes | Assigned to RPA | Date Built | Authorised | Date Authorised | Review By | Date Reviewed | Days | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 24-Apr-26 | KIN 3 years | HAR-052 | Harleston Avenue Radiology | Harleston | Daniel Kowalski | — | — | — | — | — | — | — | 8 | Annual review combined with refresher session. |
| 26-Apr-26 | CEAT visit | NGD-001 | Northgate Dental Practice | Norwich | Tom Whitfield | — | — | — | — | — | — | — | 6 | — |
| 26-Apr-26 | Dentists with CBCT | FBV-022 | Fenland Bay Veterinary | King's Lynn | Sarah Mitchell | — | — | — | — | — | — | — | 6 | — |
| 26-Apr-26 | Dentists with CBCT | FBV-022 | Fenland Bay Veterinary | King's Lynn | Priya Shah | — | — | — | — | — | — | — | 6 | — |
| 27-Apr-26 | Office (admin day) | ATV-156 | Attleborough Veterinary | Attleborough | Mark Henderson | — | — | — | — | — | — | — | 5 | Bring spare TLD badges. |
| 27-Apr-26 | Office (admin day) | ATV-156 | Attleborough Veterinary | Attleborough | Priya Shah | — | — | — | — | — | — | — | 5 | Bring spare TLD badges. |
| 02-May-26 | Office (admin day) | CMR-130 | Cromer Mews Radiology | Cromer | Sarah Mitchell | — | — | — | — | — | — | — | 0 | Bring spare TLD badges. |
| 03-May-26 | Company XRF | NHC-122 | Norfolk Heart Centre | Norwich | Rebecca Turnbull | — | — | — | — | — | — | — | -1 | Bring spare TLD badges. |
| 03-May-26 | Company XRF | NHC-122 | Norfolk Heart Centre | Norwich | Sarah Mitchell | — | — | — | — | — | — | — | -1 | Bring spare TLD badges. |
| 07-May-26 | Office (admin day) | ATV-156 | Attleborough Veterinary | Attleborough | Sarah Mitchell | — | — | — | — | — | — | — | -5 | Standard visit, parking confirmed. |
| 07-May-26 | Office (admin day) | ATV-156 | Attleborough Veterinary | Attleborough | Daniel Kowalski | — | — | — | — | — | — | — | -5 | Standard visit, parking confirmed. |
| 08-May-26 | KIN 3 years | NGD-001 | Northgate Dental Practice | Norwich | Charlotte Reeve | — | — | — | — | — | — | — | -6 | First visit since CBCT install in March. |
| 13-May-26 | Vets Xray only (Every other year) | HUS-150 | Hunstanton Surgery | Hunstanton | Mark Henderson | — | — | — | — | — | — | — | -11 | Equipment serial numbers to be verified on site. |
| 15-May-26 | KIN 3 years | SCD-031 | Stamford Cross Dental | Stamford | Mark Henderson | — | — | — | — | — | — | — | -13 | Bring spare TLD badges. |
| 18-May-26 | RPA Audit (annual) | FBV-022 | Fenland Bay Veterinary | King's Lynn | Olivia Carter | — | — | — | — | — | — | — | -16 | — |
| 19-May-26 | CEAT visit | CMR-130 | Cromer Mews Radiology | Cromer | Charlotte Reeve | — | — | — | — | — | — | — | -17 | Bring spare TLD badges. |
| 19-May-26 | CEAT visit | CMR-130 | Cromer Mews Radiology | Cromer | Tom Whitfield | — | — | — | — | — | — | — | -17 | Bring spare TLD badges. |
| 20-May-26 | Vets Xray only (Every other year) | BLV-080 | Beechfield Large Animal Vets | Diss | Priya Shah | — | — | — | — | — | — | — | -18 | Rooms 2 + 4 to be surveyed. |
| 20-May-26 | Office (admin day) | WRB-110 | Watton Road Bone & Joint | Watton | Daniel Kowalski | — | — | — | — | — | — | — | -18 | First visit since CBCT install in March. |
| 20-May-26 | Office (admin day) | WRB-110 | Watton Road Bone & Joint | Watton | Charlotte Reeve | — | — | — | — | — | — | — | -18 | First visit since CBCT install in March. |
| 21-May-26 | RPA Audit (annual) | BLV-080 | Beechfield Large Animal Vets | Diss | Tom Whitfield | — | — | — | — | — | — | — | -19 | Annual review combined with refresher session. |
| 23-May-26 | Refresher Training | SCD-031 | Stamford Cross Dental | Stamford | James O'Brien | — | — | — | — | — | — | — | -21 | — |
| 23-May-26 | Refresher Training | SCD-031 | Stamford Cross Dental | Stamford | Sarah Mitchell | — | — | — | — | — | — | — | -21 | — |
| 24-May-26 | Office (admin day) | FBV-022 | Fenland Bay Veterinary | King's Lynn | Priya Shah | — | — | — | — | — | — | — | -22 | Bring spare TLD badges. |
| 25-May-26 | Dentists with CBCT | NHC-122 | Norfolk Heart Centre | Norwich | Mark Henderson | — | — | — | — | — | — | — | -23 | Reception expecting RPA at side entrance. |
| 03-Jun-26 | Vets Xray only (Every other year) | NHC-122 | Norfolk Heart Centre | Norwich | Olivia Carter | — | — | — | — | — | — | — | -32 | Rooms 2 + 4 to be surveyed. |
| 03-Jun-26 | Vets Xray only (Every other year) | NHC-122 | Norfolk Heart Centre | Norwich | Tom Whitfield | — | — | — | — | — | — | — | -32 | Rooms 2 + 4 to be surveyed. |
| 03-Jun-26 | Vets Xray only (Every other year) | MGS-045 | Marsh Green Surgery | Bury St Edmunds | Olivia Carter | — | — | — | — | — | — | — | -32 | Rooms 2 + 4 to be surveyed. |
| 03-Jun-26 | Vets Xray only (Every other year) | MGS-045 | Marsh Green Surgery | Bury St Edmunds | Sarah Mitchell | — | — | — | — | — | — | — | -32 | Rooms 2 + 4 to be surveyed. |