user caseload dashboard
User Dashboard that summarizes their caseload.
For example: How many and what HUD required fields are not entered correctly/missing, clients without services, notes, CLSAs, missing Annual Assessments, Housing dates not entered within enrollment timeframe, client just turned 18 and needs updating, etc... Any data points where logic is being violated this dashboard would provide a summary of where their caseload stands and has quick links to jump to make those corrections/updates.
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Jessica Salazar commented
I was reviewing ideas and there are many top high voted ideas that align with this one. The idea would be to centralize a lot of these ideas since many are caseload based work. So if every user has a "dashboard" providing these sort of flags and quick links to program enrollments, we would ideally see an increase in data integrity.
Here are a few I wanted to point out:
->Was an active client exited as "deceased" elsewhere? Standardize Logic could notify the staff about this client.
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43649772-quality-assurance-deceased-standardized-logic->Ideally Names and IDs would be visible here:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44924266-client-unique-identifier-should-be-visible-on-all->Date HUD Standards:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43649706-quality-assurance-chronological-date-entry-logic->Overlapping Enrollment Flags:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/39505756-concurrent-overlapping-enrollment-alert->Move In Date Data Standard:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44983885-do-not-allow-program-start-date-entries-to-occur-a->Assessment Related Standards:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43842963-allow-users-to-receive-assessment-due-warnings-for->Documentation Requirements:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43873521-documentation-requirements-allow-for-logic-condit -
Anonymous commented
This would be so helpful and save our providers a lot of time.