CMD Reporting MVP

[mebates]

Real time reporting for the Case Manager Directors.

Notes from user interviews: https://github.com/colinxfleming/dcaf_case_management/wiki/Data-Reporting-Management-notes

Need to work to define the MVP based on the data we're currently collecting, then perhaps a second release after we have full budgeting functionality. Go team!

[mebates]

@mjrich check out our first hit at reporting needs! can datakind help?

[mebates]

First stab at a very-very MVP "DCAF Data Center", based on data I know we can immediately display. Obviously the MD and VA values will be "null" until we start those call lines. We have a lot more reporting to display, so we'll probably have to work in some navigation options.

Patients Contacted = each unique patient to which one call was made, even if we didn't reach them
New patients Contacted = each new patient to which a first call was made, even if we didn't reach them

Do you like the name "Data Center"? Any other ideas? Other thoughts on the layout?

[lwaldsc]

I love this so much!

Is there a way to add a CM's personal stats in there as well?

Something like DC/MD/VA/You

I know that's something a couple CMs have mentioned wanting to have and
something we've briefly mentioned in the past.

On Tue, Sep 13, 2016 at 10:14 PM, Mollie Bates notifications@github.com
wrote:

First stab at a very-very MVP "DCAF Data Center", based on data I know we
can immediately display. Obviously the MD and VA values will be "null"
until we start those call lines. We have a lot more reporting to display,
so we'll probably have to work in some navigation options.

[image: dcafwireframe091316_data center]
https://cloud.githubusercontent.com/assets/6223901/18497755/21fcaa76-79ff-11e6-917a-a57bc1ef6d6b.png

Patients Contacted = each unique patient to which one call was made, even
if we didn't reach them
New patients Contacted = each new patient to which a first call was made,
even if we didn't reach them

Do you like the name "Data Center"? Any other ideas? Other thoughts on the
layout?

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[NerdyGirl537]

This looks great. A quick question about the "new patients contacted": is that counting all the callers entered in the CM App? If not, I'd love to see a summary of how many calls came in during the week.

Also, I noted that this is for the CMDs. Would it be available for the CMs?

For naming, perhaps "Call Line Summary"?

And just a random note for realism: we usually send between 6 and 12 pledges a week.

[lwaldsc]

Ahhhhhhhh I missed that it was for the CMDs only. I do think the CMs would
like a version of this though, including their own personal stats. Maybe
not as detailed? Not an urgent request, obviously, but something nice if
the coding isn't difficult.

On Wed, Sep 14, 2016 at 11:18 AM, NerdyGirl537 notifications@github.com
wrote:

This looks great. A quick question about the "new patients contacted": is
that counting all the callers entered in the CM App? If not, I'd love to
see a summary of how many calls came in during the week.

Also, I noted that this is for the CMDs. Would it be available for the
CMs?

For naming, perhaps "Call Line Summary"?

And just a random note for realism: we usually send between 6 and 12
pledges a week.

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[colinxfleming]

Making a quick note before I forget to make sure we account for the info
that nnaf asks us for every year

On Wed, Sep 14, 2016, 11:20 AM Lisa notifications@github.com wrote:

Ahhhhhhhh I missed that it was for the CMDs only. I do think the CMs would
like a version of this though, including their own personal stats. Maybe
not as detailed? Not an urgent request, obviously, but something nice if
the coding isn't difficult.

On Wed, Sep 14, 2016 at 11:18 AM, NerdyGirl537 notifications@github.com
wrote:

This looks great. A quick question about the "new patients contacted": is
that counting all the callers entered in the CM App? If not, I'd love to
see a summary of how many calls came in during the week.

Also, I noted that this is for the CMDs. Would it be available for the
CMs?

For naming, perhaps "Call Line Summary"?

And just a random note for realism: we usually send between 6 and 12
pledges a week.

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[colinxfleming]

Dug through my email and couldn't find them, so kicked them on to the board. In a nutshell, there's some stuff we need to report on for the annual report and to NNAF (stuff like 'how much got spent', 'how many patients', basic counts and crosstabs). I think a serious way to drive wider adoption might be to roll some of this stuff in early. (I'm also curious as to how much crossover there is.)

[colinxfleming]

The annual report is here. Probably none of this is relevant for a CMD dash, though, so I'll move it to another issue.

[mebates]

I'll take a look at the annual report data to see if there's anything we can incorporate. We prioritized weekly reporting needs for MVP, per these notes.

Though the target audience for this is CMDs, I discussed with the group that anyone would be able to see this screen, so I don't mind the idea of adding 'you' column under the "Past 30 days" and "Year to Date" headings. I like "Call line summary" for a title @NerdyGirl537 !

[colinxfleming]

Spun building the basic view into its own form so we can whip up a frame quick!