Track the decision, not only the anniversary
Appendix PP's psychotropic guidance addresses gradual dose reductions and behavioral interventions unless clinically contraindicated. It also directs survey attention to rationale when psychotropic regimens change.
A calendar can surface an upcoming review, but it cannot show target symptoms, previous attempts, response, adverse effects, or the practitioner's resident-specific reasoning.
Use one connected timeline
Link the indication and target symptoms with medication starts and changes, monitoring, prior reduction attempts, nonpharmacological approaches, pharmacist questions, practitioner decisions, and the next review. Preserve who entered each item and when.
Do not force nuanced clinical decisions into a binary pass/fail field. A structured status can organize work, while narrative rationale carries the clinical context.
Design separate work and oversight views
The consultant needs a resident-level worklist; facility leadership may need a carefully defined aggregate view. Both should reconcile to the same underlying records.
Avoid claims that a dashboard guarantees compliance or implements a complete GDR protocol. Demonstrate how it supports the facility's actual policy and responsible clinicians.