Audit Boot Camp

Get those client files in good shape! This bundle includes four premium reports focusing on the completeness of your Client Information: Client Vitals Completeness; Client Information Completeness; and two reports looking at Housing History Completeness. Reports can be purchased individually or as a bundle for 40% off regular price!

Hunt down those duplicate clients! This report uses advanced methods to identify potential duplicates, helping you identify duplicate clients with misspelled names, swapped middle-first names, and even matching aliases. You get to choose whether to include clients with Declined - Anonymous consent, and whether you want to expand your search to other Clusters. Improve your database's uniqueness today!

This report contains a visual representation of the dates for which Housing History (or Admissions) data is present or absent for each recently assisted client. The report prompts for a single service provider and a date range, and every client that received services of any sort from that service provider in the date range are listed, along with every date in the range.

This 13+ page report displays useful aggregated data about how well or poorly specific shelter service providers and users are performing at collecting prior housing history data when clients present for shelter. The report prompts for a date range and service providers, and calculates how much is known about the client's residential situation since their last shelter stay.

It can be HARD to keep your users, service providers, and rights templates straight. Who has which template? Which users have access to what service providers? This report is designed to help you answer these questions and manage that aspect of your system.

This report contains everything a community or service provider needs to conduct a data quality timeliness audit for their shelter book-ins. It measures the gap between actual book-in time and data entry time.

This report contains everything a community or service provider needs to conduct a data quality timeliness audit for their shelter book-outs. It measures the gap between actual book-out time and data entry time.

Wondering whether your staff are actually using the modules you've provided them with access to? This is the report for you.

This report shows aggregated usage patterns for users at selected Service Providers in a selected date range. It looks at data about the frequency of record creation in the Client Management modules (e.g. Admissions, Case Management, Incidents, etc.). The report displays average record creation frequency per user, broken down by Service Provider and Rights Template.

This report identifies stale user accounts, covering: users who haven't agreed to the EULA, users who have never logged in, users with no logins in a timeframe you specify, users with concurrent logins, infrequently used accounts, median days since most recent login, and average logins per user.

This 21+ page report helps communities to assess whether clients are being assessed on time. It measures when the SPDAT was completed for clients, relative to the milestones of: client file creation, providing explicit and CA consent, first shelter book-in, first VI-SPDAT, and first becoming homeless and chronically homeless. The report shows clients served by specific service providers within a specific date range.