Understanding my Client Note Metrics

Updated on Oct 10, 2024

The MP CRS 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 90days 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 80% of Clients Monthly (Last 90 Days, Excludes Next Steps*): This tile features a gauge that shows the percentage of clients on your caseload you've met with monthly over the last 90 days.

This tile excludes clients in the downtown Next Steps program but may include those with no remaining barriers, even if you're no longer meeting with them.