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Using a CMS for Supervision. On demand access to client files. Remote Supervision Encouraging uniform maintenance and review Makes consulting on issues easy Meaningful comparisons to other advocates, and to best practices and standards

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Using a CMS for Supervision

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Using a CMS for Supervision

  • On demand access to client files.

  • Remote Supervision

  • Encouraging uniform maintenance and review

  • Makes consulting on issues easy

  • Meaningful comparisons to other advocates, and to best practices and standards

  • Helps to analyze client demographics, staff efficiency, emerging trends for clients and for staff, outcomes for clients and compliance with regulations and funders


How do you use your CMS for supervision?

  • Is it policy?

  • Used by all supervisors?

  • Used regularly and consistently?

  • Are supervisors trained in all the bells & whistles?

  • What works, what doesn’t?

  • The MIE Guide is a tool to help you assess your strengths and challenges in using your CMS for supervision.


The MIE CMS Guide

  • The Process

  • An Overview:

    • Overall Use in Supervision

    • Use in Intake

    • Use in Ongoing Cases

    • Use in Case Closures

    • Use in Staff Development and Evaluation

  • Ratings and action plan sections with examples throughout.


MIE Guide to Using Case Management Systems To Support High Quality Supervision


The Purely Hypothetical Statewide Legal ServicesOur Staff


Dorene

Doitall


“My Clients”


“Age” of Case


Barry

Briefservice


90 days closed cases report with total time for case


Cases Closed Report


Ronald Repeater


Gloria Goodintentions


Advocate Analysis (Top)


Advocate Analysis (Bottom)


Glenn Fightingtheman


Hilda Humble


Time Report – Cases and Activitiesby 2 Week Period


Main Benefits Report


II. Performance Metrics

Overview:

  • Increase objectivity in annual evaluations

    Process:

  • Every quarter, when logging into Kemps, each staff member gets a slide show of 6 reports.

  • Following staff review, each supervisor gets a slide show of employee graphs.

    Data:

  • Already existing in the case management system, now available to staff and supervisors in an easy to digest way.

    Goal:

  • To enhance professional development

  • To assure best practices are followed

  • To improve client service


Performance Metrics

  • Based on time records (finalized reports)

  • Cases appear when closed, giving another incentive to close them timely.

  • Limitations of any system: there are many variables among staff, and to each case.


Performance Metrics

  • Closed A-C + Average Time

Next


Performance Metrics

  • Closed D-L + Average Time

Back

Next


Performance Metrics

  • 30-60-90

Back

Next


30-60-90 (My clients)


Performance Metrics

  • Time to Clients & Projects

Back

Next


Performance Metrics

  • Quantitative vs. Qualitative

  • Helps “flag” possible follow-up

  • New system, staff are working with supervisors to develop goals based on the reports that we will track over the coming year.

  • Next: Hot Line and Phone System Data


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