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On demand access to client files. On demand access to client files.

On demand access to client files. - PowerPoint Presentation

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Uploaded On 2019-11-21

On demand access to client files. - PPT Presentation

On demand access to client files Remote Supervision Encouraging uniform maintenance and review Makes consulting on issues easy Meaningful comparisons to other advocates and to best practices and standards ID: 766379

metrics staff closed case staff metrics case closed cases supervisors clients cms system supervision time report performance client mie

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On demand access to client files.Remote SupervisionEncouraging uniform maintenance and reviewMakes consulting on issues easyMeaningful comparisons to other advocates, and to best practices and standardsHelps to analyze client demographics, staff efficiency, emerging trends for clients and for staff, outcomes for clients and compliance with regulations and funders Using a CMS for Supervision

Is it policy?Used by all supervisors?Used regularly and consistently?Are supervisors trained in all the bells & whistles?What works, what doesn’t?The MIE Guide is a tool to help you assess your strengths and challenges in using your CMS for supervision. How do you use your CMS for supervision?

The MIE CMS GuideThe ProcessAn Overview:Overall Use in SupervisionUse in IntakeUse in Ongoing Cases Use in Case Closures Use in Staff Development and Evaluation Ratings and action plan sections with examples throughout.

MIE Guide to Using Case Management Systems To Support High Quality Supervision

The Purely Hypothetical Statewide Legal ServicesOur Staff

DoreneDoitall

“My Clients”

“Age” of Case

BarryBriefservice

90 days closed cases report with total time for case

Cases Closed Report

Ronald Repeater

Gloria Goodintentions

Advocate Analysis (Top)

Advocate Analysis (Bottom)

Glenn Fightingtheman

Hilda Humble

Time Report – Cases and Activitiesby 2 Week Period

Main Benefits Report

Overview: Increase objectivity in annual evaluationsProcess:Every quarter, when logging into Kemps, each staff member gets a slide show of 6 reports. Following staff review, each supervisor gets a slide show of employee graphs. Data: Already existing in the case management system, now available to staff and supervisors in an easy to digest way. Goal: To enhance professional development To assure best practices are followed To improve client service II. Performance Metrics

Based on time records (finalized reports)Cases appear when closed, giving another incentive to close them timely.Limitations of any system: there are many variables among staff, and to each case.Performance Metrics

Closed A-C + Average TimePerformance Metrics Next

Closed D-L + Average TimePerformance Metrics Back Next

30-60-90Performance Metrics Next Back

30-60-90 (My clients)

Time to Clients & ProjectsPerformance Metrics Next Back

Quantitative vs. Qualitative Helps “flag” possible follow-upNew system, staff are working with supervisors to develop goals based on the reports that we will track over the coming year.Next: Hot Line and Phone System Data Performance Metrics