.png)
DQ | ROI Monitoring Report
Index Information
| Report Group | Data Analysis |
|---|---|
| Report Type | Dashboard |
| Documented Version | 20241230 |
| Clarity Location | Reports > Data Analysis > San Luis Obispo Reports > Custom Data Quality (link) |
Related Resources
How to Run Data Analysis Reports in Clarity
Overview
The DQ | ROI Monitoring Report is a Looker-based report designed to identify individuals who have an active program enrollment without a valid ROI, and to alert program staff to an ROI that will be due within the next 180 Days.
Report Filters
The report requires an agency to be selected prior to run.
There is also the option to select a staff member (optional).
Active Enrollment without ROI
This tile displays a list of clients with an active program enrollment in an agency without an ROI or an ROI that expired before the current date. The column "Release of Information End Date" will show dates before the current date or null.
ROI Expiring in 180 Days
This tile displays a list of clients with an active program enrollment in an agency and a current ROI. The "Release of Information End Date" for these clients are between 1 and 180 days before it expires as indicated in the "Due in 180 Days" column. It is recommended that during the next meeting with the client, consent is reviewed, and a new ROI is completed.
Report Parameters
These are the column headers within the report tiles:
Client ID- This ID is a link that will open Clarity to the client profile.
Enrollments Assigned Staff- The staff member associated with a current enrollment.
Active Enrollment Agency Name- The agency where a client has an active program enrollment.
Release of Information Start Date- The start date of the ROI indicated by the client.
Release of Information End Date- The end date of the ROI indicated by the client.
Release of Information Agency Name- The last agency that completed the ROI.
Release of Information Added Date- The date the staff member completed the ROI in Clarity.
Days Until ROI Expires- The number of days after the current date before the current ROI expires. This column is sorted from smallest to largest by default.
List of Active Program Enrollments- List of programs in an agency where the client has an active enrollment. If the client is enrolled in more than one program in the agency, the program name is separated by a comma.