InfoAnywhere Reports List Essential Reports After Selecting A Date - - PDF document

InfoAnywhere ­ Reports List

Essential Reports

General Reporting After Selecting A Date Range And Optionally Refining By LHIN And Client Types, This Report Will Show A Plethora Of Statistical Information About The Number Of Clients Served And Their Demographic Information. This Is One Of The Most Useful Reports In InfoAnywhere And Is Commonly Submitted To Boards As Part Of Monthly/quarterly Reporting. Tip: On This Report, Click The Name Of The Statistic To See A List Of The Client Names That Make Up The Respective Total. . OHRS/MIS Reports This Is The OHRS/MIS Report ­ Used For Coded Submission Of Statistics To The LHIN/MOH. . Customized Lists This Is A Tool Where Organizations Can Make Their Own Simple Reports. Access To The Databases Is Given Directly, Which Means That Just About Any Report Can Be Made (as Long As The Source Data Comes From A Single Database Table) By Users Directly Without Support Involvement. Reports Can Be Saved For Future Use. Some Reports Are Pre­populated As They Seem Useful.

Data Quality

Volunteer Hours Checklist This Checklist Will Show You Which Of Your Volunteers Have And Have Not Been Entering Their Hours In Recent Months. . Client Profile Completeness Auditing This Report Shows A List Of Active Clients, With Checkboxes Or X's For Many Of The Critical Fields Found On The Client Profiles. This Is An Excellent Way To Ensure That All The Report­influencing Fields Are Filled In For All Clients To Prevent Erroneous Reporting. . Incomplete Client Profiles This Report Shows A List Of Active Clients With Incomplete Fields Which You Or Someone In Your Organization Has Flagged As Required. It Displays The Client Name, As Well As The Number Of Incomplete Fields. . Date Problems This Report Shows A List Of Clients With Date Values Which Are Nonsensical ­ Such As Clients With A First Contact Date The Precedes Their Referral Date. . Deceased Clients With Active Status This Report Shows A List Of Clients Who Have Been Flagged As Deceased, And Yet Still Have An Open Status. . Show Wait Times This Report Shows A List Of Specified Users (filterable By Date Range, Region, And Client Type), And Shows The Wait Times They Experienced Between Referral And First Contact. . Organizational Caseload Review Shows A List Of Active Clients Along With Their Co­ordinator And Status. This Report Shows The Last Activity Is Ideal For Checking To See If Clients Are Overdue For A Follow­up Or Should Be

• Closed. Additionally, Provivdes Checks To Ensure Client Profiles & Care Plans Are Complete.

Client Reports

View Dynamic Client List This Report Shows Basic Client Information. It Is Sortable By Columns. This Is A Useful Report If You Want To See A List Of Clients By Status, Type, LHIN, City Or Coordinator. . Deceased Clients Report / Mailings (Mail Merge / Non Exportable) Report Prompts For A Date ­­ Once Selected, Will Show A List Of Palliative Clients Who Died During That Month AND Bereavement Clients Whose Loss Happened Within That Month, Along With Contact Information, And An Opportunity To Make A Note About Any Mailings That You Send To The Contacts. . Listing Of Active Clients By Program Shows A List Of Programs, With The Names Of All Active Clients Who Are Currently Matched With A Service Provider Who Is Providing The Service To Them. Also Gives A List Of Email Addresses For The Individuals Involved With A Program, Which Is Handy For Sending Mailings To All Program

• Participants. Also Shows Number Of Participants In Each Program And Average Age Of
• Participants. Clients Are Colour Coded Based On Client Type.

. Clients Waiting For Program Placement Similar To Above, Except, Clients Are Listed If They Have REQUESTED A Service But Are NOT Matched With A Service Provider Who Delivers This Service To Them. This Is An Ideal Tool For Ensuring That Your Organizaiton Is Constantly Meeting Client Needs. It Can Be Also Be Used As A Wait­list For Individual Programs/services. . Clients By Language Spoken Listing Of Languages, And Under Each Is A List Of Clients Speaking That Language. This Is A Good Tool For Ensuring That You Have Adequate Volunteer Coverage For The Various Language Needs Of The Community, And Also, To Get A List Of Clients On Whose Profiles The 'language' Field Was Not Filled Out. . Bereavement Clients Open Over 13 Months This Report Features A List Of Bereavement Clients Whose Cases Have Been Open 13 Months Or

• More. At 13 Months, Many Organizations Feel That It Is Suitable To Evaluate Bereavement Clients

To Ensure That They Are Still Actively Involved In Hospice Service, And If Not, Close Their Files. . Care Days Report Shows A List Of Clients And For Each, Shows The Number Of Days That Each Client Has Been Served. . Client Profile Completeness Auditing This Report Shows A List Of Active Clients, With Checkboxes Or X's For Many Of The Critical Fields Found On The Client Profiles. This Is An Excellent Way To Ensure That All The Report­influencing Fields Are Filled In For All Clients To Prevent Erroneous Reporting. . Incomplete Client Profiles This Report Shows A List Of Active Clients With Incomplete Fields Which You Or Someone In Your Organization Has Flagged As Required. It Displays The Client Name, As Well As The Number Of Incomplete Fields. . Client Profiles With De­ Prioritized Data This Report Shows A List Of Active Clients With Fields Which You Or Someone In Your Organization Has Flagged As De­prioritized, But Have Been Filled Out Regardless. It Displays The Client Name, As Well As The Number Of Unnecessarily Completed Fields. . Preferred Location Of Death Report Lists All Clients Who Died Within A Selected Month. Compares Place Of Death With Preferred Location Of Death And Reports Whether Desired Death Location Was Achieved For Each Client. . Closing Codes By Date Lists All Clients Who Died Within A Selected Time Period, Including Their Closing Codes. . Clients Active Within Time Period Lists All Clients Of Specified Client Type(s) Who Received Service Within A Specified Time Period. . Bereavement Clients Who's Loved One Died Within Time Period Lists All Bereavement Clients Who Have A Loved One Who Died Within A Specified Time Period. . Clients By Referral Date Shows The Referrals Your Organization Made Within The Specified Time Period. Shows Client Id, Name, Referral Date, And Referral Source.

Hours Reporting

Volunteer Hours / Sessions Reporting After Providing A Date Range, This Report Will Give A Plethora Of Statistics About The Hours And Sessions That Your VOLUNTEERS Have Recorded, On A Monthly Basis. This Is Great For Comparing Month­over­month Activity, As Well As A Basis For Many Other Management Decisions. This Is One Of The Most Useful Reports In InfoAnywhere. . Staff Hours/Statistical Reporting After Providing A Date Range, This Report Will Give A Plethora Of Statistics About The Hours And Sessions That Your STAFF Have Recorded, On A Monthly Basis. This Is Great For Comparing Month­over­month Activity, As Well As A Basis For Many Other Management Decisions. This Is One Of The Most Useful Reports In InfoAnywhere. . Hours Served By Staff / Program / Client Type This Report Allows You To Select A Month And A Staff Member. It Will Then Show A List Of Programs In Which The Staff Person Has Provided Services During The Month, And Totals The Hours For Each Broken Down By Client Type. . Group Hours Report After Selecting A Month, This Report Shows A List Of All The Group Sessions That Were Provided During That Month, Along With Information About Each Such As Number Of Client / Staff / Volunteer Participants And Their Names. This Report Also Shows The First­time Participants In The Groups.

Outreach Reports

Outreach Hospice Statistical Report This Report Shows, For A Selected Fiscal Year, All The Stats You May Need About The Activity Of Your Outreach Program. . Weekly Outreach Rounds This Is A Printable Template For Making Notes While Doing Rounds Meetings. . Monthly Staff­ Client Session Summary For A Selected Month And A Selected Staff Member, Shows All Of The Sessions Of Service Given On A Per­client And Per­function Basis. This Is Useful For OHIP Doctor Billings. . Priority Service Delivery Report Lists All Clients Who Had Their First Contact Within A Selected Month. Compares Wait Time To Priority Level And Calculates Whether Expectations Were Met.

Privileged Reports

Organizational Caseload Review Shows A List Of Active Clients Along With Their Co­ordinator And Status. This Report Shows The Last Activity Is Ideal For Checking To See If Clients Are Overdue For A Follow­up Or Should Be

• Closed. Additionally, Provivdes Checks To Ensure Client Profiles & Care Plans Are Complete.

. Organization­ wide To Do List This Report Allows Administrators To See The "to Do Lists" For All The Staff In The Organization. This Gives A Good Indication About The Quality And Timeliness Of Service Delivery By Staff. . Monthly Overview This Is A Brief Report Showing Numerical (for A Given Month) Counts For The Number Of Referrals/closures/deaths, Etc. For Each Client Type. . Monthly Staff Activity Summary For A Selected Month, This Report Shows, For Each Staff Member, How Many Hours/sessions Of Service Were Delivered To Each Of The Client Types. This Data Is Also Broken Down By Service Delivery Method. This Is Useful For Comparing Work Loads And Data­entry Completeness For All Staff. . Video Training Report This Report Shows A List Of All Video Training Guides Available On InfoAnywhere And Shows On A Per­user Basis Which Videos Have Been Watched And How Many Times Each Video Was Watched. This Is Great For Ensuring That New­hires Have Reviewed All The Videos Required To Use InfoAnywhere Effectively. . Staff Notes Report This Report Shows A List Of All Of The Most Common Actions Taken On A Client Profile, And Shows You How Many Each Of Your Staff Members Have Made During The Selected Period. . HPCO Export Closed Client Files This Report Shows A List Of All Closed Files, Filtered By Client Type And Services Requested.

Residential Reports

Residential Hospice Statistical Report This Report Shows, For A Selected Fiscal Year, All The Stats You May Need About The Activity Of Your Residential Hospice. . Residential Bed Utilization Report For A Selected Month, Shows On A Daily Basis The Number Of Admitted Clients There Were In The

• Hospice. Graphically Shows Bed Utilization For All The Clients Admitted During The Month.

. Client City Origination Report For A Selected Date Range, Shows A List Of Clients That Were Admitted And Their City Of Residence.

Volunteer Reports

Non­Client Groups Report This Report Shows All Groups Which Are In The Specified Time Range And Functional Center, Which Don't Have Clients, And Do Have Volunteers . Volunteer Utilization Report This Report Shows All Active Volunteers Along With Information About Their Last Client

• Interactions. This Is A Useful Tool To Ensure That All Volunteers Are Being Actively Used And Kept

In Contact With. . Volunteer Checks Report Checks The Files Of All Active Volunteers For Completion And Currency Of All Required Checks (such As Police Checks, Etc.) . Volunteers By Services Offered Shows A List Of Programs (both Client Based And Non­client Based, With Names Of Volunteers . This Is Useful If You Are Looking To Make A Match/substitution For A Client In A Specific Program. Also Provides Email Lists For Emailing All The Volunteers Who Provide A Service. . Volunteer Birthdates By Month Shows A List Of Volunteer Names And Addresses Broken Out Into Birth Months. This Report Is Useful For Sending Volunteer Birthday Cards. . Volunteer Service Duration Report (Anniversary Report) Shows A List Of Volunteer Names, Separated By Month And Year Of Service Start. This Report Is Useful For Volunteer Anniversary Recognitions. . Volunteer Availability Report This Report Is Redundant As Far As The Information Presented, But The Way It Presents It, You May Find It More Useful. Its Also Exportable To Spreadsheet Programs. Some Organizations Use This As Their Volunteer Roster For Matching Purposes, It Lists All Active Volunteers, Their Statusses, Services They Provide, Location, Availability And Date Of Last Match. . Volunteers Active Within A Given Time Period Report This Report Gives A List Of All Of The Volunteers Who Have Performed A Service Within The Given Time Period. . Volunteers Whos End Date Is Within Time Period Report This Report Gives A List Of All Of The Volunteers Who Became Inactive Within The Given Time Period.

Administration

Generate Mailing List For Contacts Of Clients Deceased Within A Date Range For A Selected Date Range, Shows All Clients Who Have Died. For Each Client, Show Basic Information About The Client, CCAC Case Manager And Death Details. Can Be Exported To Spreadsheets. . View Other Users Dashboard If A Staff Member Is Filling In During The Absence Of Another Staff Member, This Report Gives The Ability To View The "to­do­list" Of Another Staff Member So That No Task Goes Overlooked. . Follow Up With One­ Time Clients For A Selected Month, Show A List Of The One­time Support Clients That Were Referred. This Is Useful For Following Up With One­time Clients To See If They Require Additional Assistance. . View Map Of Clients And Volunteers This Report Shows A Google Map Of Clients And Volunteers. Note That The Client's Postal Code Is The Only Information Sent To Google, And Nothing Is Sent That Could Lead To The Identity Of A Client. . View Clients By LHIN This Report Shows All Active Clients, And The LHIN They Belong To, As Determined By Their Postal Code.

LHIN Reports

Palliative Care Performance Indicators Palliative Care Performance Indicators Report Requested Of DLH By The MH LHIN.

Module­Specific Reports

Donations Reporting For Organizations That Use InfoAnywhere To Track Donations, This Report Gives All The Summary Reports About The Donations. . Donors Reporting For Organizations That Use InfoAnywhere To Track Donations, This Report Gives All The Donors Who Donated During The Specified Time Period. . Practical Assistance Report For Organizations That Provide Practical Assistance To Their Clients, This Report Summarizes Assistance Given To Each Client.. . Resource Loan Report For Organizations That Use InfoAnywhere To Track Loanable Resources To Clients And Volunteers, This Report Will Show A List Of All Assets And Their Current Status.

Service Delivery Profile

2018 2017 2016 2015 2014 2013 2012 . 2011 2010 2009 2008 2007 2006 2005 . 2004 . Based On Year Selected, This Report Gives A Plethora Of Year­over­year Comparable Statistics Broken Out By

• Quarter. Statistics Have To Do With Referral Sources And Types, And Service Durations.

LHIN NUMBER Hours Reporting

All LHIN NUMBER . Chapleau . Chemlsford/Azilda . Lively/Whitefish . Manitoulin Island . New Sudbury . Nickle Center . Onapling/Dowling . South End . Sudbury East . Sudbury Proper . Valley East . Worthington . Choose A LHIN And A Date Range On The Next Page, And A Report, Similar To The "Volunteer Hours / Sessions Reporting" Above Will Show, Only For That One LHIN.