The My Counselor Performance dashboard gives you a clear view of your performance and helps you meet role expectations. A key part is your client note metrics, which track how well you document client interactions. Understanding these metrics helps you manage your responsibilities and improve where needed.
This article explains how to read your Client Note Metrics.
The reports described below include both active and inactive clients on your caseload during the time period described.
Clients With or Without Notes
The below report* helps you track which clients are missing documentation or have not yet had a meeting.
*New clients who have been at Atlanta Mission for 7 days or less and dont have a note are not included. However, new clients who do have a note are counted in the reports.
1. ‼️Clients Missing Notes (Last 90 Days): This tile shows the number of clients on your caseload in the last 90 days who have no client notes, compared to those who have at least one note. It helps you track which clients are missing documentation.
48-Hour Client Note Creation
The below report is calculated by subtracting your Session Start Date and Time from the Date and Time your note was created.
2. 📝Ensure Clients' Notes are Created Within 48 Hours of Mtg (Last 90 Days): This tile shows whether your client notes from the last 30 days were completed on time (within 48 hours of the meeting) or submitted late.
Meet with Clients Biweekly
The following two reports* allow you to monitor how consistently you are meeting with your clients.
The expectation is that each client in the Make Progress program will have a meeting with their counselor at least once every two weeks.
3. 👥 Meet with 90% of Clients Biweekly (Last 30 Days): This tile features a gauge that shows the percentage of clients on your caseload you've met with bi-weekly (every 2 weeks) over the last 30 days.
4. 👥 Meet with 90% of Clients Biweekly (Last 90 Days): This tile features a gauge that shows the percentage of clients on your caseload you've met with bi-weekly (every 2 weeks) over the last 90 days.
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