In this article we'll discuss what the Client Satisfaction Report is, how to access it, and how it collects + organizes data. 📊
Click any of the index links below to jump ahead!
Index:
Permissions
Who can view the Client Satisfaction Report?
✅ Clinician: Can view scores reported by their own Clients.
✅ Supervisor: Can view scores reported by any Client.
❌ Biller: Billing roles alone do not have any access to this report.
✅ Admin: Can view scores reported by any Client.
The Purpose of the Client Satisfaction Report
The Client Satisfaction Report helps you measure how satisfied Clients are with their care experience.
How to Access the Client Satisfaction Report
From the Global Navigation Bar, click Reports
Select Client Satisfaction and voila! 🎉
How Client Satisfaction Data is Gathered
Satisfaction data is gathered at the time of discharging a Client with the Satisfaction With Care (CARE) survey.
At the time of discharging a Client in Blueprint, there's an option to send an email or text to the Client asking them to complete a 1-question Satisfaction With Care survey (along with a final round of assigned Assessments).
Here is what the email, text, and actual Satisfaction With Care (CARE) survey looks like for the Client:
Their survey response is then added to the Client Satisfaction Report, as well as recorded on the Client's individual profile, right alongside their other Assessment scores.
💡 To read more about how to discharge a Client, check out: Discharge a Client
💡 To read more about the Satisfaction With Care survey, check out: Satisfaction With Care Survey (CARE)
Understanding the Report Data
Let's go over the different sections and data points in the Client Satisfaction report. 🥸
Filters
Here is where you can slice and dice the CARE data by the Client's primary Clinician, Client's current age, and the Client's Treatment Start Date (the date they were enrolled on Blueprint).
Graph
The graph provides an at-a-glance visual summary of the CARE responses and updates according to the filters set.
Average Score by Clinician
This table organizes CARE responses by the primary Clinician that was assigned to the Client at the time they were discharged.
Data Point | Details |
Clinician | Client responses to the Satisfaction With Care (CARE) surveys are recorded and organized in this report according to the primary Clinician they was assigned to at the time of discharge. |
Total Sent | The total number of Satisfaction With Care (CARE) surveys that have been sent to Clients. |
Total Completed | The total number of Satisfaction With Care (CARE) surveys that have been completed by Clients. |
Very Satisfied | The total number of times a particular response was selected. |
Avg Score | This number represents the average "score" for that Clinician according to Client responses. Satisfied... 4 Neutral... 3 Unsatisfied... 2 Very Unsatisfied... 1 |
FAQ
Q: Can Staff Members see other Clinician's Client Satisfaction data in this report?
A: Staff Members with Supervisor and Admin Blueprint permissions can see the data for all Clinicians on the Client Satisfaction Report. Those with Clinician permissions will only be able to see their own data. Biller roles alone do not have access to the report.Q: What if a Client has more than one assigned Clinician?
A: Client responses to the Satisfaction With Care (CARE) survey are only allocated towards the Client's primary Clinician at the time of discharge.
Q: How do I change the primary Clinician?
A: You can do this by transferring the Client. Here's how: Transfer a Client to a Different Staff Member
Q: If I discharge my Client more than once, will they be sent the Satisfaction With Care survey again?
A: Yes, a Satisfaction With Care survey is sent every time a Client is discharged.
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