carefirst new reporting features. operationalperformance the team manager dashboard and practitioner...

38
CareFirst New Reporting Features

Upload: eustacia-francis

Post on 22-Dec-2015

217 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

CareFirstNew Reporting Features

Page 2: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Performance

The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title of

Operational Dashboard

There is also a new

Performance Dashboard

that allows you to compare your team(s) against the service as a whole

Select which report features you wish to view first….

Page 3: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

New features

Page 4: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

The report is accessed by opening the

Main Menu

Page 5: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

The report is accessed by opening the

Main Menuand from the list displayed opening the folder called

Reports

Page 6: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

The report is accessed by opening the

Main Menuand from the list displayed opening the folder called

Reportsfollowed by

Children’s Reports

Page 7: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

The report is accessed by opening the

Main Menuand from the list displayed opening the folder called

Reportsfollowed by

Children’s Reports and then selecting

Operational Dashboard

Page 8: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

The Report Parameter screen allows you to select to view either Team or Practitioner information

Team shows as the default selection, with the list of teams displayed below

Page 9: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Change your selection to Practitioner, and the list of practitioners are displayed below

Page 10: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

As with previous reports you are able to select to view the data for multiple teams or practitioners by holding down the CTRL button and highlighting your required selection

Page 11: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Submit

Operational Dashboard

Press SUBMIT to view report

Page 12: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Page 13: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Page 14: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Particular new features are:

The Visits section, this shows the total number of cases that are LAC or CP, displayed in black

Clients with visits in timescale are shown in GREEN

Clients with visits due in the next week are shown in AMBER

Clients with overdue visits are shown in RED

AND for all the cases the Case Recording Activity shows in RED the numbers of cases where there has been no recording activity for over 15 days.

Even if you only add text to an open assessment the system will recognise that the case file has been

updated.

Operational Dashboard

VISITS & CASE RECORDING

Page 15: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

VISITS & CASE RECORDING

Operational Dashboard

Clicking on any of the numbers takes you to the New Style Allocation pages:

These pages contain a wealth of information….

Page 16: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Allocation Information

TYPEThe TYPE of case is displayed here – if the case is showing as:

CP - this comes from information entered by the Safeguarding Team and will be updated after conferences

LAC – this comes from LAC Episode information entered by the MIS Carefirst Team if this is incorrect please ensure that a Change of circumstances form is completed

CIN / N/A – this comes from the classification entered in the Child’s Plan form, the form must be finished and saved for this to populate

Page 17: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Allocation Information

PLN UPD

The PLN UPD column shows the number of days since a Child’s Plan form was completed

OPEN ASM

The OPEN ASM column shows the number of open assessments on the child’s file

Page 18: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Allocation Information

OPEN ACT

The OPEN ACT column shows the number activities open on the file in BLACK, and of those, the number that are overdue are displayed in RED

INC OBS

The INC OBS column shows the number of open observations on the child’s file

Page 19: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Allocation Information

3 MONTH SUM

The 3 MONTH SUM column shows the number of days since the date of the last 3 month summary observation

LAST UPD

The LAST UPD column shows the number of days since the file has been updated, if there has been no update for more than 15 days this number displays in RED

Page 20: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Operational Dashboard

Allocation Information

CP / LAC

The CP/LAC column shows whether the case is subject to a child protection plan or is a looked after child and so subject to statutory visits

REQ FREQ & DAYS SINCE

The REQ FREQ column shows the required number of days between visits (for LAC the frequency alters dependent on the length of time since the date of placement). The DAYS SINCE column will show the number of days since the last visit, shown GREEN if the visit is not due, AMBER if the visit is due in the next week and RED if the visit is overdue

Page 21: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

View the features of the new

Performance Dashboard

Performance

EndShow

Page 22: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance

DashboardFeatures

Page 23: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The report is accessed by opening the

Main Menu

Page 24: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The report is accessed by opening the

Main Menuand from the list displayed opening the folder called

Reports

Page 25: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The report is accessed by opening the

Main Menuand from the list displayed opening the folder called

Reportsfollowed by

Children’s Reports

Page 26: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The report is accessed by opening the

Main Menuand from the list displayed opening the folder called

Reportsfollowed by

Children’s Reports and then selecting

Performance Dashboard

Page 27: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

This is currently only available for teams, although individual practitioner performance dashboards will be created shortly…..and there will then be a choice for parameter 1

Page 28: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

As with previous reports you are able to select to view the data for multiple teams by holding down the CTRL button and highlighting your required selection

Page 29: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

Use option 3 to select to view the information for one of the four specific assessment types, or leave showing all to create a report with 4 pages, one for each assessment type

Page 30: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Submit

Performance Dashboard

Press SUBMIT to view report

Page 31: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The assessment type is displayed at the top of the page

Along with the team or teams that the information refers to

Page 32: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The graph shows the numbers of assessments completed by month, with the TOTAL displayed in dark blue and the number completed WITHIN TIMESCALES displayed in light blue

Page 33: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The table of information shows….

The numbers of completed assessments by month

The numbers of assessments completed in timescale and the percentage of the total that that represents

The percentage of assessments completed in timescale for the whole service and how your team compares (+/-) to the service average

For reports that require authorisation, the percentage where the manager has entered an authorisation comment

Page 34: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The Performance Gauge shows

• the percentage completed in timescale by your team this month

• your team average for the year

• the service average for the year

Page 35: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

The bar graph shows the assessment detail by worker, with the number of that total not completed in timescale shown in light blue

For example Peter Pan has completed 35 total, 4 of those not completed in timescale

Page 36: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

Performance Dashboard

Finally, the Outcomes selected for the assessments completed by the team over the last 12 months

Page 37: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

View the features of the

Operational Dashboard

Operational

EndShow

Page 38: CareFirst New Reporting Features. OperationalPerformance The Team Manager Dashboard and Practitioner Dashboard reports have merged under the new title

If you require any further assistance please contact the

Children’s User Support Line

By phone on - 27 34829

By email –

[email protected]