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Using a CMS for Supervision

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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  1. 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

  2. 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.

  3. 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.

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

  5. The Purely Hypothetical Statewide Legal ServicesOur Staff

  6. Dorene Doitall

  7. “My Clients”

  8. “Age” of Case

  9. Barry Briefservice

  10. 90 days closed cases report with total time for case

  11. Cases Closed Report

  12. Ronald Repeater

  13. Gloria Goodintentions

  14. Advocate Analysis (Top)

  15. Advocate Analysis (Bottom)

  16. Glenn Fightingtheman

  17. Hilda Humble

  18. Time Report – Cases and Activitiesby 2 Week Period

  19. Main Benefits Report

  20. 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

  21. 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.

  22. Performance Metrics • Closed A-C + Average Time Next

  23. Performance Metrics • Closed D-L + Average Time Back Next

  24. Performance Metrics • 30-60-90 Back Next

  25. 30-60-90 (My clients)

  26. Performance Metrics • Time to Clients & Projects Back Next

  27. 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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