The My SG Lead 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.
48-Hour Client Note Creation
The below two reports are calculated by subtracting your Session Start Date and Time from the Date and Time your note was created.
*Note that weekends are included in the 48 hours.
1. 📝Ensure Clients' Notes are Created Within 48 Hours of Mtg (Last 30 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.
2. 📝Ensure Clients' Notes are Created Within 48 Hours of Mtg (Last 90 Days): This tile shows whether your client notes from the last 90 days were completed on time (within 48 hours of the meeting) or submitted late.
Meet with 80% of Clients Bi-Weekly
The below two reports* help you track how consistently you are meeting with clients and documenting those interactions.
3. 👥Meet with 75% of Clients Monthly (Last 30 Days): This tile features a gauge that shows the percentage of clients on your caseload you've met with monthly over the last 30 days.
4. 👥Meet with 75% of Clients Monthly (Last 90 Days): This tile features a gauge that shows the percentage of clients on your caseload you've met with monthly within this fiscal year.
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