Page 99 - Clinical Managers Orientation Binder

6/28/2019

Insert Lesson Title Here
Key Reports and Dashboards

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Reports/Dashboards

Service Delivery

1. Referral Report- daily
Ensure SOC delivered timely
2. Agent Summary Report- daily
Monitor late or missing visits. Address potential LUPA.
3. Field Staff Productivity by Worker Report- weekly
Use to ensure fair caseload assignments
4. Recerts Due by Case Manager Report- weekly
Monitor and manage episodes nearing their end for appropriate recert/ discharge decision.
5. Active Episode Visit Tracking (dashboard) - twice weekly;
Track visit activity such as no visit in 14 days. Sort by case manager for bin reviews. Track
active cases with no scheduled Discharge.
6. Agent Last Renewal and Refresh Report - weekly
Monitor clinician compliance with performing a “Selective Refresh” every Wednesday. Also
displays last Sync date
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