SSOM Client Progress Report
Contents
1. Matrix Answer Score Matrix Question Name Location Matrix Measures Type System Measure Use Results Object Location Matrix Measures Type System Field Use Results Object BiSdata Matrix Question Id Location Matrix Measures Type System Field Use Results Object Matrix Record Id Location Matrix Records Type System Field Use Results Object Sub Query Matrix Record Type Location Matrix Records Type System Field Use Results Object Sub Query Filter X2 Matrix Record Provider Location Matrix Records Type System Field Use Results Object Sub Query Filter X2 Matrix Record Date Location Matrix Records Type System Field Use Results Object Sub Query Filter Matrix Record Group Id Location Matrix Records Type System Field Use Results Object Bowman Systems ART Gallery Report Page 9 of 10 407 SSOM Client Progress Report v4 REVISION HISTORY Version Description of Changes V11 04 13 Original version BETA V3 Revision Added note that each client should have only one Matrix Record per provider per reporting period selected for accurate calculation Updated Mapping information Added alerter to refer user to documentation to resolve issues with multiple initial matrices for client Added Revision History V4 Revision Updated language from program to project to meet 2014 Data Dictionary updates added filter for Matrix2. 7095 N Qu Enter Start Date H Enter End Date PLUS ONE DAY Cancel ga Refresh Values Te Select Matrix Record Provider 1 Care House 7095 H H 1 Care House 7095 1 EFC Ash Street Safe Haven 3663 j 1 EFC HH DIGS 7452 1 FCA Bass Street Program 7008 1 Old Towne Shelter 1431 1 OTS Emergency Shelter 6134 1 The Greater Green Bay Social Services Proc 1 Tower Men s Shelter 6938 AAD Ujrvawh Oyffpo 7420 Ade Sasnomvuy Txde hw Vxdhwd Wigwveqx Jf aa More Information 1 Care House 7095 Diagram 1 The three user prompts contained in this report are 1 Select Matrix Record Provider Click the refresh list icon and wait for the left window to refresh Now select a single provider project to include by highlighting it in the left window and moving it into the right window using the right selection arrow 2 Enter Start Date The user should enter or select from the calendar the first day of the date range for the desired reporting period To be included in the report at least one of the clients SSOM assessments must fall within the specified date range 3 Enter End Date PLUS 1 Day The user should enter or select from the calendar the day following the last date for the desired reporting period Example If the desired reporting period is for the month of March the end date should be April 1 Bowman Systems Page 3 of 10 407 SSOM Client
3. Progress Report ART Gallery Report v4 How to read This report contains three report Tabs Each Tab is a separate sub report containing three sections e Report Header The header contains the title of the report When running the report in modify view the report header is only visible in print page layout mode e Report Footer The report footer contains the title of the report the name of the sub report the page number the version number and the date time the report was run printed Like the header the footer is only visible in print mode when the report is run in modify view e Report Body The Report Body is the main section of the report located between the header and the footer where the reports data is displayed in a variety of different chart and graph formats The data contained in each of the Tabs in this report is displayed and described below Self Sufficiency Outcomes Matrix Client Progress Report Most Recent Assessment Compared to Initial Assessment Client 137102 Tdjgsmt DeanJ Provider XIh Medamyklx Hsja wt Emwije Hdovwyb 6968 Comparison of Initial and change most recent assessment Client Gain Losses in Self Sufficiency Date 4 27 09 Average x Shelter Housing Shelter Housing employment Income Employment Food and Nutrition Income Child Care Food and Nutrition Children s Education Children s Education Health Care C
4. 3 27 TYPE Initial Interim Final DATE 2 5 09 4 8 09 6 22 09 Shelter Housing Employment Income Food and Nutrition Child Care Children s Education Adult Education Health Care Coverage Life Skills Family Relations Mobility Community Involvement Parenting Skills Legal Mental Health Substance Abuse Safety Bowman Systems Page 4 of 6 v09 10 07 SSOM Client Progress Report Printed 10 7 09 Tab B Detail 12 10 10 PM Diagram 3 Tab B Client Progress Report History Diagram 3 This report provides the complete history of SSOM assessment detail for each client As with Tab A this report tab also produces a separate page for each client who has had at least two SSOM assessments recorded The report pages print in the order of client number and each page includes the client number client name and project name along with a table that compare the client s SSOM ratings Note that the number of columns in the table correspond to the number of assessments the client has had recorded Bowman Systems Page 5 of 10 407 SSOM Client Progress Report ART Gallery Report v4 Self Sufficeincy Outcomes Matrix Client Progress Report Additional Information User Prompt Field Value s Selected Enter End Date PLUS ONE DAY 10 1 08 Enter Start Date 1 1 08 Select Matrx Record Provider Xih Medamyklx Hsja wt Emwije Hdoww
5. ART Gallery Report 0407 Self Sufficiency Outcomes Matrix Client Progress Case Management Report EXECUTIVE SUMMARY This report compares the initial first and the most recent last Self Sufficiency Outcome rating for each of the clients in a selected project First last comparisons with calculated gains losses are reported for each domain where at least one value has been recorded as well as an average score for all domains This summary report displays the results both graphically and in table format A second report tab displays a history of the clients SSOM assessment and shows the raw scores on all of the clients SSOM assessments in table format To be included in this report the client must have at least an initial SSOM assessment and one additional assessment of any type by the specified provider at least one of which must be in the specified date range AUDIENCE The report is intended primarily for use by Case Managers FREQUENCY Report should be run as needed or as proscribed planned PURPOSE This report is useful to case managers for tracking the achievements of their individual clients It is intended primarily for use with current active clients as it reports on all clients who have had at least two SSOM assessments whether or not they have had a final SSOM assessment as opposed to ART Gallery report 405 SSOM Client Achievement Report which includes only clients with a final assessment NOTE Th
6. Interim Followup E J Matrix Record Date Greater than or Equalto Enter Start Date Was alli alll land JI Matrix Record Date Lessthan Enter End Date PLUS ONE DAY EB 3 FA J Matrix RecordId Inlist J Matrix Record Id here J Matrix Record Provider Equalto Select Matrix Record Provider e H alll Diagram 5 2 Other variations of this report can be created by adding drill filters or by incorporating other variables into the report These types of modifications should only be attempted by experienced report designers since improper modification can cause the report to become dysfunctional or to produce erroneous results Bowman Systems Page 8 of 10 407 SSOM Client Progress Report ART Gallery Report v4 REPORT MAPPING GUIDE UNIVERSE template_matrix_u This report is mapped to the matrix universe template_matrix_u and should be copied to your Public or Favorite folder then mapped to the equivalent matrix universe for your site ex yoursite_matrix_ u Mapping can be done from the first query data QUERY NAME FIELD NAME LOCATION TYPE USE Client Id Location Clients Type System Field Use Results Object Sub Query Client First Name Client Middle Name Location Clients Type System Field Use Results Object Location Clients Type System Field Use Results Object Client Last Name Location Clients Type System Field Use Results Object
7. T licenses may wish to modify customize this report to better suit their needs and purposes When modifying an ART Gallery report such as this one the user will need to make a copy of the original report into a different folder This copy can be created either by using the save as feature or by clicking on the organize icon in folder view NOTE The original un modified version of this report is a template and is retained in ART Gallery Templates folder structure These template folders are read only and any reports must be copied to a location in the user s site Favorites or Public Folders then mapped to the site s data Bowman Systems Page 7 of 10 407 SSOM Client Progress Report ART Gallery Report v4 MODIFICATION OPTONS 1 This report can be easily modified to include clients with only an initial assessment This can be accomplished by removing the Matrix Type In List filter from the query See Diagram 5 below 65 Result Objects I Client Id J Client First Name J Client Middle Name J Client Last Name I Matrix Answer Long Description Matrix Answer Score J Matrix Question Name T Matrix Question Id J Matrix Record Id J Matrix Record Type J Matrix Record Provider J Matrix Record Date J Matrix Record Group Id hf Query Filters F al SS J Client Id In list J Client Id J Matrix Record Provider Equalto Select Matrix Record Provider E lt T Matrix Record Type Inlist Final
8. duced by this report are not necessarily meaningful in and of themselves since there may be a great number of uncontrolled variables that impact the client s outcomes In assessing a project s effectiveness or a client s success acceptable research methods must be used before conclusions can be drawn The function of this report is simply a tool for collecting reporting observing and printing the assessment values which the project has recorded Bowman Systems Page 6 of 10 407 SSOM Client Progress Report ART Gallery Report v4 ALERTER Self Sufficiency Outcomes Matrix Client Progress Report Most Recent Assessment Compared to Initial Assessment Client 52224 Qyturw Lori T Provider UCEJ Htsevkwzi Kfemhkw Wdvejka 8673 Comparison of Initial and ii l most recent assessment le d Client Gain Losses in Self Sufficiency Shelter Housina Multiple initial matrices records exist for this client provider time period Please reference the document for more information Ka e p2 2 2 Diagram 5 1 2 3 4 5 In cases where a client has more than one initial matrix record for the client provider time period selected the user will receive an alerter see Diagram 5 that indicates there is a matrix record that must be addressed User should run the 0508 SSOM Domains at Population Entry report to see the client deal and address the data quality issue REPORT MODIFICATION Users with ad hoc AR
9. e Self Sufficiency Outcomes Matrix is designed as a long term measurement instrument to measure a client s transition to self sufficiency over time For this report to function accurately there should only be one matrix record per person per reporting period for the project selected Bowman Systems Page 1 of 10 407 SSOM Client Progress Report ART Gallery Report v4 INSTRUCTIONS The easiest way to start using this report is to navigate to the automapper This is a folder that has the reports automatically mapped to your site so that you don t have to map them yourself You can navigate to the automapper as shown in Figure 2 1 below Figure 2 1 9 Reports gt ART gt Last Viewed Favorites 5 Advanced Reporting Tool Home ClientPoint ResourcePoint ART Browser ShelterPoint x IR Inbox SkanPoint Jr Reports te carenes IB ART Documentation Audit Access Report E Pa Tam Audit Report gt eport Templates User Information User Login AHAR Call Record Report Client Served Report Me Daily Unit Report gt UD ART 3 x Gallery Released 4 ART 3 x Gallery BETA Duplicate Client Report Entry Exit Report HUD 40118 APR Needs Report Outstanding Referrals PATH Service Transaction 0114 0115 0116 0117 0119 0120 ReportWriter gt Admin Logout System Growth by Clients v11 05 31 Released System Growth by Services v11 05 31 Released System Growth by Provid
10. er v11 05 31 Released System Growth by Program Entries v11 05 31 Released System Growth by Program Exits v11 05 31 Released Period End Exgollment v11 05 31 Relgased New Report o O 2011 12 31 11 30 i 2011 12 31 11 34 i 2012 01 07 09 04 2012 01 01 04 32 i 2012 01 01 04 32 i 2012 01 01 04 32 gt Requests for additional information concerning the report function design should be directed to Bowman Systems Customer Support Specialist CSS staff Before running the report Prior to running the report the User must determine the provider to be included in the report and a date range on which to base the results The report includes two date prompts and takes into account the SSOM exit records that occurred during the date range and the initial matrix created for each exit matrix record found Bowman Systems ART Gallery Report Page 2 of 10 407 SSOM Client Progress Report v4 How to run Upon opening the report the User will be prompted see Diagram 1 to specify parameters which control the data returned by the report Once the User has provided these parameters by responding to the user prompts a green check mark will appear next to each field to indicate that a selection has been made The User should then single click the Run Query button to generate the report Prompts ooo Reply to prompts before running the query Select Matrix Record Provider 1 Care House
11. name for Matrix Universe changes Bowman Systems ART Gallery Report Page 10 of 10 407 SSOM Client Progress Report v4
12. overage EE Adult Education Life Skills Health Care Coverage Family Relations Life Skills So Community involvement Family Relations Mobility Parenting Skills Legal Community Involvement Mental Health Parenting Skills Substance Abuse Legal Safety Mental Health 2 4 Substance Abuse E initial assessment most recent assessment Safety Bowman Systems Page 1 of 6 v09 10 07 SSOM Client Progress Report Printed 10 7 09 Tab A Results 12 10 10 PM Diagram 2 Tab A Client Progress Report Results Diagram 2 This report tab produces a separate page for each client who has had at least an initial and one additional SSOM assessment recorded The report pages print in the order of client number and each page includes the client number client name and project name along with a table and a bar graph that compare the client s initial and most recent This comparison also includes the net change and percentage change in the client s average ratings over all domains where both the initial and most recent scores are non null values Bowman Systems Page 4 of 10 407 SSOM Client Progress Report ART Gallery Report v4 Self Sufficiency Outcomes Matrix Client Progress Report Client s Assessment History Client 313855 Gymm Karl F Provider Xlh MedamykIx Hsja wt Emwije Hdovwyb 6968 AVERAGE 2 18 2 5
13. yb 6968 Providers Reporting Information Client Count Xih Medamykix Hsja wt Emwije Hdowwyb 6968 6 2009 Bowman Systems L L C All Right Reserved ServicePoint and the ServicePoint logo are trademarks of Bowman Systems L L C All other brand or product names are trademarks or registered trademarks of their respective holders Bowman Systems 333 Texas Street 300 Shreveport LA 71101 Toll Free 888 580 3831 Direct 318 212 8780 Fax 218 213 8784 Email ART_Reports BowmanSystems com http waw bowmansystems com Diagram 4 Tab C Additional Information Diagram 4 This tab is the standard appendix that is included in all ART Gallery reports and is provided as a reference to the user running the report This tab lists the parameters specified in the user prompts as well as the total count of the clients included in the report TECHNICAL NOTES 1 As stated above all clients who have an initial set of answers and one additional set are included in the report and the report includes both clients with final ratings and those without 2 In Tab A the values in the Change column are calculated by subtracting the initial score from the most recent score The column represents the percentage of change between the initial and most recent assessment scores and is calculated by dividing the change amount by the initial score 3 It should be noted that the numbers pro
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