Getting Started with OpenFIT #

Welcome to OpenFIT!

OpenFIT allows you to easily solicit feedback on treatment outcomes and service quality. It supports the implementation of Feedback Informed Treatment (FIT) which focuses on the adjustment of treatment in line with feedback to ensure clients receive maximum benefit from services.

OpenFIT is a web-based clinical application that enables you to easily capture ORS and SRS scores. It instantly gives you access to real-time scores and graphs showing client progress in treatment and engagement in service which can be integrated into clinical practice.

The OpenFIT tools provides you with a visual platform from which you can generate conversations with clients around their feedback, increasing dialogue between client and clinician.
OpenFIT reporting tools support managers´ access to data and reports on service outcomes.

OpenFIT has different types of accounts #

OpenFIT has different types of accounts

  • Administrator
  • Local Administrator
  • Clinical Supervisor
  • Clinician  

Each account type has different functionality and different levels of access.

Administrators

Administrators can add new users to the OpenFIT system and create tags.

They can have their own caseload of clients and share or add clinicians to cases who are also in the same OpenFIT account location. Administrators can also view and edit cases created by others in their organisation.

Local Administrators

Local Administrators have the same functions as administrators. However they can only view cases that are in their organisation location.

Clinical supervisors

Clinical supervisors can have their own case list as well as supervise cases of other clinicians.

They cannot add new users of OpenFIT like an administrator can.

Clinicians

Clinicians only see their own cases. Clinicians can share their cases (if they have created them) with other clinicians.

 

Adding your first case and client #

Adding a Case

The first step is to enter the details of your Client into OpenFIT so you can correctly assign their feedback to each Session and track their feedback over time.

The feedback from each Session is recorded as part of that Client’s Episode of Care or Case. The first step with OpenFIT is to create an Episode or Case and then add the client to that Case.

Here we will look at creating a Case or Episode for an Individual client. In other sections we cover capturing feedback from clients in other types of cases such as Couple, Family or Group cases.

The video below describes how to add a case:

For Step By Step Instructions see below:

To create a New Case click on the Add Case Button on the Case and Client Screen

This will take you to the New Case screen where you can Add the Case details and then add the Client to the case.

Below are the details you are asked to enter from the ‘New Case screen’.

Case Number

Case Number is the first detail to add here and this is the reference number that your agency assigns to this new Case. This will generally be on the paperwork you have available for this new case or in your client record system.

Type

Next you select the Case Type. You have four options here, Individual, Couple, Family or Group. It is important you select the correct case type as this will affect the options you have later. For this getting started section select the Individual case type.

Start Date

The start date of the case will default to today’s date. To change it, click on the calendar icon to the right of the date.

Status

Select the Case Status. This will default to the status ‘Open’.
Later when the case has ended you can select the options ‘Closed – Planned’ if the case was closed by agreement or ‘Closed – Unplanned’ for cases that close because the client has not attended scheduled sessions.

Description

This is a text field that allows you to write some notes that describe the case or are relevant to the case.

Tags

To add a Tag to a case select a Tag from the Tag drop down menu. Tags are words that are associated with a Case. They can be used for example to link Cases to a type of service e.g. ‘Addiction’ or to a specific clinic or area e.g. ‘Outreach’. They can then be used to filter Cases and Clients on the Case and Client List Screen and can also be used in the reporting component of OpenFIT.

Note: If the dropdown menu does not contain a list of Tags you can request the Administrator for your OpenFIT account to create Tags or labels that are relevant to your work.

When you have completed this screen please click Next to go to the Add Clients screen.

ADDING A CLIENT TO A CASE

Now that you’ve created a new case in OpenFIT the next step is to add a client to the case.

Here is a video demontrating this:

For Step by Step instructions see below:

Click Next to go to the Add Clients screen.

 

ADD A NEW CLIENT

To create a new client click on the + sign under the ‘New Client’ label and the fields.

Client Record Number

As with creating a new case you are first asked to create a ‘Client Number’. This is the reference number that your agency assigns to this new client. Generally it will be on the paperwork you have for this client or in your case/client record system. You can also use the Case Number here if you don’t have a specific client number.

First and Last Name

Next enter the First and Last name of the Client. If you prefer, you can enter “Anonymous” and use the Client Record Number as a reference to link the Client back to your main record system.

Date of Birth

The Date of Birth is used later on to determine the correct Survey to use and for certain algorithms used in the system.
Note: If you are choosing that your clients remain anonymous in the OpenFIT system, make sure you put in a correct date of birth so that when you are creating reports later that identifies clients as adults or children they are accurate.

Tags

Tags are words that are associated with a Case. They can be used for example to link Cases to a type of service e.g. ‘Addiction’ or to a specific clinic or area e.g. ‘Outreach’. They can then be used to filter Cases and Clients on the Case and Client List Screen and can also be used in the reporting component of OpenFIT.

To add a tag to a client select a tag from the Tag drop down menu. If the menu does not contain the tag you require then you can request the Administrator for your OpenFIT account to create additional Tags.

For this Getting Started Section you are not adding a collateral rater so click Save and Exit to return to the Case and Client List screen.

You will now use the Survey Option to add a Session to the Case and collect an ORS survey.

Getting your first ORS Score #

Getting your first ORS Score

Once you have entered in your client and case details they will be displayed in the Client and Case List Screen.

To capture ORS feedback view the video or Step by Step instructions below:

Step by Step Instructions

To add a survey for a Case select the case by clicking on the checkbox. The case selected will then be highlighted in green.

Then click on the Quick Survey button on the menu above. Select the ORS survey. OpenFIT automatically creates a session for the current date and time and the ORS survey screen appears.

Note: To create a session for a specific date and time, select the Case and then click on the View Surveys button in the menu above. This will take you to the Session and Surveys screen where you can create a session for a specific date and time and add surveys to it.

See the Adding Sessions section for manually creating sessions for a specific date and time.

 

At the top of the Survey Screen the date and name of the survey will appear. Beneath this is the instructions for the survey. You can choose whether you would like to display these instructions.

To hide the instructions click on the information icon (i).
If you do not wish to take the survey at this time click on the Skip button. Please note the Session automatically created will remain for the Case

To take the survey:

Hand the tablet (or laptop) to the client and guide them to read the instructions:

‘Looking back over the last week, including today, help us understand how you have been feeling by rating how well you have been doing in the following areas of your life, where marks to the left represent low levels and marks to the right indicate high levels.
Instruct the client to enter in his/her rating when they feel ready.’

There is the option to cancel the survey or if the client is satisfied with the entry of his/her ratings then you or he/she can click the button Enter Score.

 

Clients can see their score presented on a graph.
If they would like to change their scores they can click on the button Retake. If they are satisfied with their entry then they can click Save and Next.

Here you have various options of viewing the clients feedback.
If the client is associated with a case or has a collateral rater you can select to view these by clicking on the different tabs.

Client View displays the client scores only.
Collateral View displays the scores entered by the Collateral rater.
Combined View displays scores for the client and any other clients associated with that case e.g. Other group or family members.

If you wish to see details of the session select the Session tab as highlighted in the image above.

To return to view the feedback click on the tab ‘Client Feedback‘.

The next section of the user manual entitled ‘reviewing your first clients feedback’ explains how to look at the clients scores in more detail.

Getting your first SRS score #

Getting your first SRS Score

Once you have entered in your client and case details they will be displayed in the Client and Case List Screen.
To add a survey for a Case click on the checkbox next to the Case you wish to select which will then be highlighted in green. Then click on the Quick Survey button on the menu above. Select the SRS survey. OpenFIT automatically creates a session for the current date and time and the SRS survey screen appears.

Note: To create a session for a specific date and time, select the Case and then click on the View Surveys button in the menu above. This will take you to the Session and Surveys screen where you can create a session for a specific date and time and add surveys to it.

See the Adding Sessions section for manually creating sessions for a specific date and time.

When the client has completed the scores for the SRS they select continue to view the score on the graph.

 

When you have reviewed the score with the client if they wish to retake the score they can select Retake and complete the scores on the SRS again.

If they are satisfied that it is correct they can select Next.

When the SRS scores are completed the system returns to the ‘Sessions and Feedback’ screen and the SRS score is displayed for that session.

To return to view the feedback click on the tab ‘Client Feedback’. The next section of the user manual entitled ‘reviewing your clients feedback’ explains how to look at the clients scores in more detail.

Reviewing your clients feedback #

Viewing your Clients Feedback

Below you can view a video or step by step instructions on how to review your clients feedback

VIDEO

STEP BY STEP

Now that you have captured your first ORS/SRS scores you have the option to examine your clients feedback in more detail.

To view the client feedback click on the tab ‘Client Feedback’ as seen in the image below.

You will see a series of graphs displaying your client’s scores.

If you scroll down you can view the clients sub-scores. An example of the SRS sub-scores is displayed in the image below.

 

When you examine the clients feedback displayed in the graphs, it may be worth focusing on areas where the client has scored low on. In this example above, the client rated the therapeutic relationship lower than other areas. You might want to ask the client to tell you more about this. See the FIT manuals to guide you on how to facilitate conversations like this.

Administrater Overview #

You may have just signed up for OpenFIT or you have been designated as an Administrator by your organisation. This guide is designed to help you get to grips with the system. Areas such as setting up OpenFIT for use in your agency as well as user management are covered in the following sections.

Home Screen #

Overview

The Home screen for Administrators is very similar to that for Clinicians with a couple of differences.

Cases filter

Administrators have access to all Cases and Clients in the agency. Because Administrators are also frequently Clinicians they can switch between Cases that are part of their Caseload versus Cases belonging to other Clinicians in the agency.

Administrator Reports

There are specific reports only available to Administrators such as viewing overall agency statistics and statistics for all Clinicians.

User Managment

The user management section allows administrators to add, create and deactivate users as well as enable advanced features such as Case and Client tagging.

 

Setting up Tagging #

 

Tagging is an advanced feature of OpenFIT. Different organizations have different requirements. Some example tags could include:

  • Dual diagnosis
  • Substance Abuse

Tags can be used to filter Cases and Clients and can also be used in the Reporting component of OpenFIT.

As an Administrator you can define what Tags other users can use in the organization.

Once you have defined the tags for your agency they are then available for Clinical users to add to Cases and Clients created in the system.

 

Adding Cases, Clients, and Sessions #

Setting up Cases and Clients on OpenFIT

The following sections explain in detail the features and options available to you when adding Cases and Clients.

Steps to getting feedback from your clients.

These are the steps we recommend you follow that will allow you to start capturing feedback:
1. Before you meet with a client for the first time we recommend that you create a new case and enter the case details.
2. Then add a client to the case, enter the client details and add any collateral rater details.
3. Following this you will be able to administer the ORS and SRS in your session with the client.

Note: Before using the ORS and SRS with clients it is also recommended that you review the section on introducing the ORS and SRS to clients in the FIT Manuals.

The next page will talk you through how to create a case.

Create new case #

Adding a new Case

Before you meet with a client for the first time we recommend that you create a new case and enter the case details.

To create a new Case click on the Add Case Button on the Case and Client Screen.

This will take you to the New Case screen where you can Add the Case details and then add the client to the case.

Below are the details you are asked to enter from the ‘New Case screen’.

Case Number

Case Number is the first detail to add here and this is the reference number that your agency assigns to this new Case. This will generally be on the paperwork you have available for this new case or in your client record system.

Type

Next you select the Case Type. You have four options here, Individual, Couple, Family or Group. It is important you select the correct case type as this will affect the options you have later.

Start Date

The start date of the case will default to today’s date. To change it, click on the calendar icon to the right of the date.

Status

Select the Case Status. This will default to the status ‘Open’.

Later when the case has ended you can select the options ‘Closed – Planned’ if the case was closed by agreement with the therapist and client or clients or ‘Closed – Unplanned’ for cases that close because the client or clients have not attended scheduled sessions.

Description

This is a text field that allows you to write some notes that describe the case or are relevant to the case.

Tags

To add a Tag to a case select a Tag from the Tag drop down menu. Tags are words that are associated with a Case. They can be used for example to link Cases to a type of service e.g. ‘Addiction’ or to a specific clinic or area e.g. ‘Outreach’. They can then be used to filter Cases and Clients on the Case and Client List Screen and can also be used in the reporting component of OpenFIT.

Note: If the dropdown menu does not contain a list of Tags you can request the Administrator for your OpenFIT account to create Tags or labels that are relevant to your work. When you have completed this screen please click Next to go to the Add Clients screen.

Adding a client #

ADDING A CLIENT TO A CASE

Now that you’ve created a new case in OpenFIT the next step is to add a client to the case. After you create a new case the next screen you see is the Add Clients screen.

ADD A NEW CLIENT

To create a new client click on the + sign under the ‘New Client’ label.
Client Record Number
You are asked to enter a  ‘Client Number’. This is the reference number that your agency assigns to this new client. Generally it will be on the paperwork you have for this client or in your case/client record system.

If you have a simple filing system where the client and case no are the same it is fine to use the same number that you used for the case.

If you do not have a client number we suggest you create a simple client number using the clients initials and the date the client was added to the case.

First and Last Name

Next enter some basic information about the Client. If you prefer, you can enter “Anonymous” and use the Client Record Number as a reference to link the Client back to your main record system.

Date of Birth

The Date of Birth is used later on to determine the correct Survey to use and for certain algorithms used in the system.

Note: If you are choosing that your clients remain anonymous in the OpenFIT system, make sure you put in a date of birth that matches your client age i.e. whether they are under 18 or over 18 so that when you are creating reports in regards to demographics of your clients, they are accurate.

Language

You can select which language that the clients use. This determines the language of the ORS and SRS measures that will be administered.

Tags

Tags are labels that you can associate with your client. They can be used for example to link Cases to a type of service e.g. ‘Addiction’ or to a specific clinic or area e.g. ‘Outreach’. They can then be used to filter Cases and Clients on the Case and Client List Screen and can also be used in the reporting component of OpenFIT.

To add a tag to a client select a tag from the Tag drop down menu. If the menu does not contain the tag you require then you can request the Administrator for your OpenFIT account to create additional Tags.

ADD EXISTING CLIENT

Existing Client
You can add an existing client who is already in the OpenFIT system to the case. Sometimes a client that has been discharged from your service may return or it was a long time since you last saw the client or a new clinician will see the client. In these circumstances you may want to create a new case but use the existing client details.
You can select this existing client from the drop down menu.

When you have completed this screen please click Next to go to the Add Collateral Rater screen. If you are not adding a collateral rater click Next again to go to the Add Clinician screen or Save and Exit to return to the Case and Client List screen. Click Previous to return to the previous screen or Cancel to exit the screen without saving.

EDITING AND DELETING CLIENTS

For instructions on editing and deleting Clients please check the Reference Guide.

Adding a Collateral Rater #

Adding a collateral rater

Once you add a client to a case you have the option of creating a Collateral Rater. Only complete this screen if there is a designated person who is willing and available to complete a survey score at each session based on their view on how the client is progressing in treatment.
If there is no collateral rater available click Next to continue to the Add Clinician screen or Save and Exit to return to the ‘Case and Client List’ screen. Click Previous to return to the previous screen or Cancel to exit the screen without saving.

You have two options to add Collateral Rater(s) in OpenFIT.

Existing Collateral Rater

You can search for an existing collateral rater by clicking the down arrow or by typing in the first letters of their name. When you have selected a collateral rater click Next to continue to the ‘Add Clinician’ screen or Save and Exit to return to the ‘Case and Client List’ screen.

New Collateral Rater

To create a new collateral rater click on the + sign

 

Name

Enter the collateral raters First Name, Last name in the text boxes.

Type

To choose what type of ‘Collateral Rater’ they are click on the down arrow on the right and choose from the options in the list.

For individual clients a collateral rater could be a parent if the client is a child or young person.
If the client has been referred to the service it may be their social worker or probation officer. It could also be you as their clinician if you decide that this is appropriate. For couples cases each partner can act as a collateral rater for the other. For family cases a parent can often act as a collateral rater for their child. For group cases the group facilitator may act as a collateral rater for each group member or group members may be collateral raters for other members.

When you have added a collateral rater click Next to continue to the ‘Add Clinician’ screen or Save and Exit to return to the ‘Case and Client List’ screen.

Share a Case #

Share Cases

If you wish to add a new clinician to the case who is not on this list you will need to contact your OpenFIT administrator to add them to the list of clinicians in the OpenFIT system.

Adding a Session #

Adding a Session to a Case

A session is automatically created when you administer a survey from the Case and Client List Screen. Surveys can be administered by clicking anywhere on the case and then clicking on the survey button which appears above the columns.

To manually add a Session go to the ‘Sessions and Feedback’ screen. To go to this screen click on the View Surveys button.

Sessions and Feedback Screen

In the ‘Sessions and Feedback Screen’ click on the client tab that you wish to add a new session and then click on the button ‘New Session’.

Session Date and Time

The system defaults to the current date and time. To change the date click on the calendar icon to the right. To set the time click on the clock icon to the right.

Session Type

The system defaults to ‘face to face’ as this is the most common session type. If this is a phone consultation with a client then select ‘Phone’, if it is an online consultation such as Skype Chat we suggest you select ‘Online’.
Click Save to save the session details or cancel to exit without saving.

Editing and Deleting Sessions

To edit the session click on the blue edit icon to the right of the row.
To delete the session click on the red delete button to the right.

Editing Case and Client Details #

The following section explains how to edit case and client details 

 

Editing Case Details #

VIDEO DEMONSTRATION

STEP BY STEP INSTRUCTIONS

To change the details of your case such as whether the case is open or closed, select the case you would like to edit from the case list.

The case you have selected will be highlighted in green. Then you can select the Edit Case button.

Once you have selected the edit case button a window will show up. In this window you can make changes to the case. Then select save.

See the next section on how to edit the client details.

Editing Client Details #

Below you can learn how to edit the case by video or step by step instructions

VIDEO

STEP BY STEP INSTRUCTIONS

In order to edit client details go to the Home Screen.
Then select the triangle button which will dropdown the clients in a case.

Next select the blue edit client button which is to the right of the client in the client list.

A window will appear. From here you can edit the client details such as name, language, and date of birth.

Please note that if you have selected the option to hide client data when you log in, then you will not be able to edit the client details.

If you wish to edit client details then uncheck the hide client data option and log in again.

Capturing Client Feedback #

This section covers how to administer and review outcome and session feedback.

Capturing Outcome Feedback #

To view two ways to capture ORS feedback see the video or Step by Step Guide below:

 

Step by Step Guide

You can administer the ORS survey in two ways:

Do a quick survey which automatically creates a session. To administer an ORS this way, select the case and then click on the button ‘Quick survey’

An Alternative is to Create a session in the Session and Feedback Screen and then add a survey to it. 

To get to the Session and Feedback Screen click on the ‘View Surveys’ button.

Click on the Survey icon and you will be given the option of adding an ORS score or SRS score to the client’s session. Select ORS Add.

Both ways take you to the  ORS survey

If there is only one client they will be highlighted. For couple, family or group sessions with more than one client click the down arrow to the right to select additional clients to complete the ORS. All the clients linked to the case will appear here. If you have assigned collateral raters to this case you will also see them listed. Select the client or collateral rater you wish to complete the ORS and click Take Survey to take you to the ORS screen.

You also have the option to change the Survey language to different languages, for example if you are seeing a Client who is a refugee.

Capturing Client Feedback

Hand the tablet (or laptop) to the client ask them to read the text displayed and press continue to enter their ORS scores.

The ORS scale will then appear and the client can then select their score for each subscale of the ORS by moving the scoring line to a point on the scale using their finger or a mouse. If the client is a young person or child you also have the option of selecting the CORS.

If you are doing a telephone or online consultation the client can verbally give a score for each subscale of the ORS. You then select the manual entry option to enter the scores directly. When the client has completed the scores for the ORS they select continue to view the score on the graph.

When you have reviewed the score with the client if they wish to retake the score they can select Retake and complete the scores on the ORS again. If they are satisfied that it is correct they can select Next to return to the ‘Select Rater’ screen if there are additional clients in the case.

The process is repeated until all the clients for that case have completed the ORS. If there are any clients in a case who are absent then select Skip to go to the next available client.

When the ORS scores are completed the system returns to the ‘Sessions and Feedback’ screen and the session details and ORS score are displayed for that client. If there are additional clients in the case their session details and scores can be viewed by selecting the tab with their name

Add Session Notes

To add any notes on the session or session scores click the + Notes button to add a note to the session highlighted.

At any time you can quickly review Session notes by hovering over the viewer icon which looks like an eye.

Capturing Session Feedback #

Step by Step Guide

The Session Rating Scale (SRS) is completed at the end of the session with the client.

There are two ways to administer an SRS survey.

Either by selecting the relevant case and clicking quick survey in the home screen.

Or to add an SRS survey to the session you go to the ‘Sessions and Feedback’ Screen. Click on the view surveys button to open this screen.  Select the first session listed. If this is your first session with a client this will already be highlighted.

Click on the Survey icon and you will be given the option of adding the SRS score.

You are then taken to a screen where you can select which client you wish to complete the SRS. If there is only one client they will be highlighted.
For couple, family, or group sessions with more than one client click the down arrow to the right to select additional clients to complete the SRS. All the clients linked to the case will appear here. Collateral raters do not complete the SRS.

Click the down arrow to the right to select a client to complete the SRS and click Take Survey.

Hand the tablet (or laptop) to the client ask them to read the text and then press continue to enter their SRS scores. The SRS scale will then appear and the client will select their score for each subscale of the SRS by moving the scoring line to a point on the scale.

If the client is a young person or child you also have the option of selecting the CSRS.
If you are doing a telephone or online consultation you can have the client verbally give a score for each subscale of the SRS and select the manual entry option to enter the scores directly.

When the client has completed the scores for the SRS they select continue to view the score on the graph.

When you have reviewed the score with the client if they wish to retake the score they can select Retake and complete the scores on the SRS again.

If they are satisfied that it is correct they can select Next to return to the ‘Select Rater’ screen if there are additional clients in the case. The process is repeated until all the clients for that case have completed the SRS. If there are any clients in a case who are absent then select Skip to go to the next available client.

When the SRS scores are completed the system returns to the ‘Sessions and Feedback’ screen and the SRS score is displayed for that session for that client.
If there are additional clients in the case there scores can be viewed by selecting the tab with their name here.

Adding Session Notes
At the end of the session to add any notes on the session or session scores click the +Notes button to add a note to the session highlighted.

Reviewing Feedback #

You can view the video or step by step instructions below to learn how to review feedback in OpenFIT

VIDEO

STEP BY STEP

Client Feedback tab

To review client feedback in more detail select the Client Feedback tab on the ‘Sessions and Feedback screen’. If there is more than one client in the case you can see each clients detailed scores by selecting them.

Client View

The default view is the ‘Client view’. In this view you see a detailed breakdown of the subscales of the clients ORS and SRS scores including the Excepted Treatment Response of the Client.

You can also see a detailed breakdown of the subscales of the clients ORS and SRS scores.

Collateral View

To see the collateral raters scores select the ‘Collateral View’ tab.

Combined View

This is a particularly useful graph for Group and Family Cases. The Combined View allows users to see the scores for all the Clients and Collateral Raters on the same Chart.

Sharing Surveys with Clients and Collaterals #

An interesting feature of OpenFIT is that you can share surveys with clients and collaterals. Please note that the link expires in 48 hours.

To share a survey with a client or collateral rater, do the following steps:

  • Click on the sessions and feedback button in the home screen.

  • Create a new session by clicking the new session button

  • Select the survey button and then select which survey you would like to like to share to the right.

  • A message like this will appear for your client.

Please note that the survey expires within 48 hours.

OpenFIT Terminology #

KEY CONCEPTS AND ENTITIES

Below is a brief description of the main concepts and entities commonly used in OpenFIT.

Cases or Episodes

Cases are the highest level or hierarchy in OpenFIT. Similar to many case management systems like OpenFIT, one or more Clients can be associated with a case.

Clients

There can be one or more clients associated with a Case. The number of clients depends on whether the Case is an Individual, Couple, Family or Group case.

Sessions

Sessions can also be known as appointments. You record a session for each interaction with clients. Interactions can be face to face, over the phone, online, or not specified.

Surveys

Surveys are the measures that you use such as the ORS or SRS. They can be entered by Clients or Clinicians before, during and after Sessions depending on the type of Outcome Measure used.

Tags

Tagging is an advanced feature of OpenFIT. Different organizations have different requirements. Some example tags could include: Dual diagnosis or Substance Abuse. Tags can be used to filter Cases and Clients and can also be used in the Reporting component of OpenFIT.

Reports #

OpenFIT generates reports from the data you gather. 

Export your data #

How to export data

OpenFIT has a useful feature whereby you can export your OpenFIT data.

This means that you can create reports for your organisation or service.

 

To export your data:

Select the reports section to the right of the home screen and Select export data.

You can export data by session or by survey

This export data function does’nt work on iPads.

How is drop out rate calculated #

To see the drop out rate you will need to select the section ‘reports’ which is under the section ‘home’ in the homescreen. Please note: The dates refer to when cases were created.

You can then select statistics report. From this you will need to select the dates that you would like to report on and then select run report. 

Drop out rate is calculated by dividing the number of unplanned cases by the total number of cases.

Here is the formula:    

 

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