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REPORTS “Managing your caseload” REPORTS “Managing your caseload”

REPORTS “Managing your caseload” - PowerPoint Presentation

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Uploaded On 2020-06-25

REPORTS “Managing your caseload” - PPT Presentation

Why so many Whats New A more detailed monthly report New report details number sanctions complied as well as the number of ABAWDS who regained their benefits An Exemption report Exemption reports lists and details the reason why clients became exempt from Employment First for the ID: 787169

clients ticket reports report ticket clients report reports client case active employment 1st 3rd tickets status details plan appointment

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Presentation Transcript

Slide1

REPORTS

“Managing your caseload”

Slide2

Why so many?

Slide3

What’s New?

A more detailed monthly report

New

report details number sanctions complied as well as the number of ABAWDS who regained their benefits

.An Exemption reportExemption reports lists and details the reason why client’s became exempt from Employment First for the given month. A cleaner “Jobs report” The new job’s report doesn’t have jobs from DOLE included

A more detailed Enhanced Funding reportReport now includes case numbers and start date for WF activity

Slide4

Do I really need all 70 reports?

All reports are not necessary to your program here is a list of reports that are.

1&2 ticket report

3

rd ticket report Employment First Active Client ListsSanctions that didn’t post

Slide5

“CLIENT FLOW” BY REPORTS

No plan Status report

1

st

Ticket Report

2

nd

Ticket Report

3

rd

Ticket Report

Client receives benefits on March 8

th

2016

March 20

th

May 7th

June 8th

June 21st

Client isn’t noticed of ABAWD Disqualification until June 25th and their benefits are cut off for July 2016.

April 3rd

April 17

th

Slide6

1ST Ticket Facts

78% 1st ticket clients are clients who missed an appointment and are sanctioned

13% of 1st ticket clients have not been referred by FA

5 % of 1st tickets clients submitted exemptions that were not processed timely.

4% of 1st ticket clients received their ticket due to lack of data entry by Case Managers.

Slide7

1st TICKET TIPS

Check the sanction screen first

Read case comments from all program areas not just EF.

Schedule these clients towards the end of the month.

Slide8

2ND TICKET FACTS

68% 2

nd

ticket clients

have missed their appointment and are sanctioned.15% of 2

nd ticket clients have not been referred by FA12% of 2nd tickets clients submitted exemptions that were not processed timely

.

5%

of

2

nd

ticket clients received their ticket due to lack of

data entry by Case Managers

Slide9

2nd TICKET TIPS

SCHEDULE THESE CLIENTS TO ATTEND CLASS BEFORE NOA TO AVOID THE 3

RD

TICKET

MAKE SURE BOTH TICKETS ARE VALID. INVALID TICKETS SHOULD BE REMOVED.

Slide10

3RD

TICKET FACTS

65% 3

RD

ticket clients are clients who missed an appointment and are sanctioned 10% of 3RD ticket clients have not been referred by FA

15% of 3RD tickets clients submitted exemptions that were not processed timely.10% of 3RD ticket clients received their ticket due to lack of data entry OR inappropriate scheduling by

Case Managers.

Slide11

3RD TICKET TIPS

Most “N” cases have level sanctions already on case.

Work

the “N” cases immediately

Send out a NOAA to these casesClients who have not been referred should be scheduled before the end of the month to have their ticket removed.

Slide12

Other helpful reports

Employment First Active Client- No Plan Status Report

Reduces

ticket report, you should only work the 0 ticket

ABAWD.Identifies clients who don’t have a plan. Employment First Active Client- Active Status Report

Details all of the clients in your county who are considered active in Employment First make sure you check. Can be used to audit case load. Employment First Active Client- EF 102 Sent Report Details all of the client in your county who have a status of EF-102 sent at the current moment.

Slide13

EF-102 SENT/SIGNED REPORT

RUN DATE OF FEB 22

ND

Slide14

EF-ACTIVE REPORT

RUN DATE OF FEB 22

ND

Slide15

CBMS

“Let’s make this easy”

Slide16

How can CBMS make me better?

Keeps a detailed Record of Contact

Shows immediate actions

Best system to communicate with other program areas

Slide17

Why is it so time consuming?

Partner up and come up with 3 reasons CBMS takes so much time.

Slide18

What’s needed

Appropriate Plan status

Appointment Tab updated

Appropriate activity

Correct number of hours entered Case Comment

Slide19

2

1

3

Slide20

Slide21

Slide22

QUESTIONS

“I don’t always work COGNOS reports, but when I do my caseload is extremely manageable ”