The VTM KPI 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 report is calculated by subtracting your Session Start Date and Time from the Date and Time your note was created.
Heads-up: Weekends aren't excluded. If your session is on Friday and you enter the note on Monday, it will be marked late.
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.
Notes with Quality Issues
Our Director of Programs regularly audits client notes to ensure they meet quality standards. This includes checking for:
- Writing style notes must follow the correct format.
- Documentation completeness all required information should be recorded.
If an issue is identified, the Director flags it by checking a box and adding a note with details.
3. ‼️My Client Notes with Quality Issues (Last 30 Days): This tile features a gauge that shows the number of notes with Quality issues in the Last 30 days.
4. ‼️My Client Notes with Quality Issues (Last 90 Days): This tile features a gauge that shows the number of notes with Quality issues in the Last 90 days.
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