Individuals data

The Individuals folder groups data related to client's information such as their demographics, programs, and care team. Use the data sets in the Individuals folder to create reports relating to registered clients. The data model shows how the data sets relate to each other.

For example, you can create the following reports:
  • The minimum, maximum, and average time to complete a program, by program and care team member.
  • The number or percentage of disenrolled clients, by program and reason for disenrollment, such as Deceased.
  • The average time from program enrollment to completion, by program and care team member.
  • A report to show program enrollment rates, for example, the percentage of clients who are assigned to a program and subsequently enrolled in the program.
    • The percentage of enrolled clients who completed the program.
    • The percentage of enrolled clients who were disenrolled from the program.
  • A report to understand care team caseload, such as program assignment by user, or the number of clients assigned to a care team member.
  • A list of open client alerts that require attention by their priority and the names of the care team members who created the alerts. You can also include the names of the care team members who are notified of each alert.
  • A report to show the history of a client's status changes, for example, the number of number of clients who are deactivated in the application and later reactivated, by care team member.

You can filter your report content by applying filters to the data items in the reports. For example, you can filter reports by program or primary care team member, if needed.