Audit Boot Camp

Work that data! This bundle includes four premium reports focusing on your client subpopulations: Deceased Clients; Indigenous Clients; Refugee Clients; and Veteran Clients. Reports can be purchased individually or as a bundle for 40% off regular price!

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 a summary of relevant information about a client subgroup: deceased clients. For a given date range, it displays how many and which clients died in that period. It also aggregates causes of death, gender, indigenous identity, citizenship and veteran status, and housing status at death. The report shows trends of client deaths over time, contains information about related incident reports, and assists caseworkers to audit their files by indicating which deceased clients still have open files.

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.