Overview
The Impact report tells you about the impact your program had on the lives of the clients you served. It includes Key Performance Indicators (KPIs) on enrollment for all clients who closed out during your selected time period. The Impact report helps you assess the quality of your program and of individual CHWs’ work. This report will answer questions such as:
- Did we do our part in reaching out to clients every week?
- How consistent were we in completing MPIs?
- What percent of roadmaps were completed by the end of an enrollment?
- What percent of social needs were supported over the course of an enrollment?
When you go to the reporting module and enter dates for the Impact report, the report will tell you about every enrollment that closed out within that date range. For example, if you choose the dates of Jan 1, 25 to Jan 31, 25, the report will have information about every enrollment that closed out between Jan 1 to Jan 31, 25.
Everything that happened during that enrollment is covered in the report. Lots of enrollments include events that fall outside of the selected date range – for example, an enrollment could have started back in November 2024 and ended in January 2025. The report will include all of the information for the entire enrollment since the close-out date fell within the date range of the the report.
Layout
Just like the Outreach and Activity reports, you’ll see the report laid out in columns with “Category” and “Description” on the left. To the right of this are 2 columns titled "ALL SELECTED CHWS" these display metrics aggregated for all CHWs you have selected for this report. Then you'll see individual CHW names -- these columns display metrics broken out by each individual CHW you have selected.
Beneath each CHW header there are 2 sub-headers which each get their own columns. Depending on the section of the report these will either be “All_enrollments” and “Unique_clients” or “Per_enrollment” and “Per_unique_client.” For example in the top section of TOTAL CLIENTS BY CLOSE OUT STATUS this is “All_enrolllments”/”Unique_clients” while the next section of LENGTH OF ENROLLMENT is “Per_enrollment”/”Per_unique_client”
“All_enrollments” and “Unique_clients” are used when we are reporting how often something happened across all enrollments or unique clients. “All_enrollments” tells you how often it happened even if it happened multiple times for one client. “Unique clients” lets you know how many unique clients that experienced that event. For example, if Mrs. Jones enrolled twice in the reporting period, the “All events all clients” column would be 2 because we are counting every enrollment, but the “unique” clients column would be 1.
“Per_enrollment” and “Per_unique_client” are used when we are reporting on an average across all enrollments or unique clients. For example, the LENGTH OF ENROLLMENT metric “Per_enrollment” tells you how long the average enrollment was and “Per_unique_client” tells you how long the average client was enrolled, in case there are clients who enrolled multiple times during the reporting period.
Report sections
Total clients by close out status
This section tells you how many clients closed out during the reporting period and what their close-out status is.
You’ll notice that there are 2 subsections here: “Clients closed out after enrollment” and “Clients closed out without an enrollment”.
- “Clients closed out after enrollment” will be the majority of your clients – they are clients who went through the usual sequence of having an Enrolled status, then some time later, having a close-out status. All of the data in this report will reflect what happened for these clients who closed out after enrollment. In this section you’ll see that we break out by percentage how these clients closed out. You can see what percent of these clients were Graduated, Withdrawn, Lost to follow-up, Terminated for safety, and Deceased.
- The other subsection, “Clients closed out without an enrollment” is to report on the number of clients that had a close out status but didn’t have a preceding Enrolled status. This could happen due to human error mistakenly choosing a closed out status or when historic client data is imported into the application.
Length of enrollment
This section is just one metric that tells you how long the average enrollment was for the clients in this report. It’s based on the number of days between a client’s Enrolled status and their close-out status.
The “Per_enrollment” column tells you how long the average enrollment was and the “Per_unique_client” column tells you how many days the average client was enrolled. If you have clients who were enrolled more than once during the reporting period then the “Per_unique_client” value will be larger than the “Per_enrollment” value. But if everyone was only enrolled once, then these 2 values will be the same.
Engagement
This section tells you how often key events occurred over the course of enrollment.
- Weekly engagement attempt (%) tells you, for the average enrollment, what % of weeks did CHWs try to reach their client, regardless of whether or not they were actually able to reach their client. This metric tells you about the effort that CHWs are putting in to reach their clients.
- Weekly engagement (%) tells you, for the average enrollment, what % of weeks CHWs successfully reached their client, in-person or remotely (by phone or video call). This metric tells you whether the effort CHWs are putting in to reaching their clients is having the desired result.
- Monthly in-person engagement (%) tells you, for the average enrollment, what what % of months CHWs had an in-person visit with their client.
The “Per_unique_client” column calculates these metrics across all enrollments for a unique client during the reporting period.
Encounter location
This section is about how many encounters occurred on average per enrollment and where those encounters occurred. It’s based on the number of finalized encounters in the chart that took place during enrollment.
Average number of encounters: this is the average number of encounters that CHWs had with clients during an enrollment (the Per_enrollment column). Beneath this, you can see how these encounters break out by where the encounters took place: Home or community, Medical setting, Not in person, or Was not reached. This information comes from the “Client Reached” field when creating a note.
The “Per_unique_client” column tells you the average number of encounters that CHWs had with a unique client and how they break out by location.
Manager review
This section is just one metric that tells you, for the average enrollment or average client, what % of weeks did clients have a manager chart review. A manager review is counted when the manager logs a chart review with the “Manager review” button in the client chart.
Milestone completion
This section lets you know how consistently all 3 parts of the MPI – the MPI note, screener, and snapshot, were being completed for the clients in your report.
Meet the person completion rate (%): this tells you what percent of clients had all 3 Meet the person elements completed. Beneath this, you can see the break out for each element of the MPI with metrics that tell you what percent of clients had their MPI note completed, their screener completed, and their snapshot completed.
The “Unique_clients” column will tell you what percent of unique clients had the category completed during at least one of their enrollments.
Roadmap completion
This section tells you what percent of active Roadmaps, Goals, and To-dos were completed on average per enrollment.
Roadmaps completed rate (%) is the percent of active roadmaps that were completed by the end of the enrollment. Active roadmaps are all roadmaps that were active during the enrollment, meaning they were either created or reactivated (if the roadmap was already present as an abandoned roadmap) during the enrollment. When counting roadmaps we count each goal as 1 roadmap and each to-do as 1 roadmap. So 1 goal and 2 to-dos are counted as 3 roadmaps total.
Beneath the Roadmaps metric you can see the break out for the percent of active Goals that were completed and the percent of active To-dos.
The “Per_unique_client” column gives you these metrics based on the average per unique client. So if clients had multiple enrollments, this metric would tell you for the average client what percent of all their roadmaps, goals, and to-do across their multiple enrollments were completed.
SDOH needs
This section is about how CHWs supported clients’ SDOH needs during the reporting period.
The first metric is Social needs supported (%). This tells you, for the average enrollment, what percent of a client’s social needs were supported. This metric is calculated for an individual enrollment as the number of social needs that were supported divided by the total number of social needs. Let’s break that down starting with the total number of social needs:
- Total number of social needs includes those needs which were identified through screening as well as those indicated by the type of support provided. When we include needs identified through screening, we include all needs identified from screening during the enrollment as well as any needs the client already had coming into the enrollment. In addition to needs identified through screening, we also count any needs that are indicated by the type of support provided. For example, if a client Mr. Jones did not have a housing need when his screening was done, but 1 month later a CHW is helping him with housing support, we will count housing as a new need.
- The number of social needs that were supported is the number of the clients’ social needs that had a corresponding type of support provided during the enrollment. We could a type of support as provided when it is selected under “Type of support” in a finalized encounter note.
The “Per_unique_client” column calculates this metric for all of a client’s social needs across all of their enrollments during the reporting period.
The second set of metrics in this section tells you on average, how many times each type of support was provided during an enrollment. It’s based on the “Types of Support” that were selected for the encounters of the reporting period.
- Number of times support was provided: This is a sum of all the times any kind of support was provided. It’s the total of the number of times support in each category was provided.
- Type of support by category, e.g. “____Advocacy for empowerment”: This is the average number of times a CHW provided support in a particular category during an enrollment. Please note that “None” usually means a client was not reached, so it’s normal to see high numbers in the “None” category.
The “Per_unique_client” columns tells you the average number of times a CHW provided support in a particular category to a client across all their enrollments during the reporting period.
Primary health metric
The last section of the report tells you about how clients did with their primary health metric. As a quick refresher, Primary health metric comes from the Health Tracker. When you star a health metric in the Health Tracker, that makes it the primary health metric. If the primary health metric changed during the enrollment, we take the last metric that was the primary health metric for the purposes of the report.
There are 2 subsections here: “Clients who designated a primary metric” and “Clients who did not designate a primary metric”.
- “Clients who designated a primary metric” tells you how many clients had a primary metric during their enrollment. This number is then broken out into percents for:
- Maintained or improved on the primary metric (%): the percent of clients who stayed the same or improved from their first value of the primary metric to their last value
- Got worse on the primary metric (%): the percent of clients who got worse from their first value to their last value
- Were missing data (%): the percent of clients who had a primary health metric but only had one value (thus we couldn’t compare values to determine whether improvement or worsening occurred.)
- “Clients who did not designate a primary metric” tells you how many clients didn’t designate a primary metric during their enrollment
Lastly, the “Unique_clients” column will tell you the number, and percent, of unique clients that fall in each of these categories.
Now you're all up to speed on the Impact report! If you'd like a walk-through please check out this video: