CMD Reporting MVP - Githubissues

mebates commented 8 years ago

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 commented 8 years ago

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

mebates commented 8 years ago

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.

dcafwireframe091316_data center

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 commented 8 years ago

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 commented 8 years ago

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 commented 8 years ago

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.

— You are receiving this because you commented. Reply to this email directly, view it on GitHub https://github.com/colinxfleming/dcaf_case_management/issues/634#issuecomment-247048477, or mute the thread https://github.com/notifications/unsubscribe-auth/AKFqsITwTUl_KnKgMpkpEO7md33oIwz-ks5qqBBHgaJpZM4J8TUq .

colinxfleming commented 8 years ago

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.

— You are receiving this because you commented. Reply to this email directly, view it on GitHub < https://github.com/colinxfleming/dcaf_case_management/issues/634#issuecomment-247048477 , or mute the thread < https://github.com/notifications/unsubscribe-auth/AKFqsITwTUl_KnKgMpkpEO7md33oIwz-ks5qqBBHgaJpZM4J8TUq

.

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colinxfleming commented 8 years ago

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 commented 8 years ago

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 commented 7 years ago

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 commented 7 years ago

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

yudonoodles commented 7 years ago

Hi all,

I'm attaching two wireframes I made for the Call Line Summary Page. I annotated the wireframes, let me know if you want clarification on those. I can do more based on your feedback. I am presenting two options for the page.

Option 1 fullsizerender

Option 2 fullsizerender 2

I wasn't too sure about what you were imagining for the budget bar, I put in a tracker of sorts that could go either above or below the data cards/modules.

mebates commented 7 years ago

Hi Serena - Nice work! I'm liking Option 1 best. When we last talked, I remember there being additional info that we were trying to pull into reporting, and we were trying to figure out how the information architecture might change because of that. Do you recall?

I think the dropdown with date ranges is great and will be very helpful to the team.

Don't worry about the budget bar; we have requirements for that documented elsewhere.

colinxfleming commented 7 years ago

paging @lapolonio to this -- if you aren't too deep on chartkick stuff (I'd still REALLY like to have that around) there's a bit of meat here! We can put this in our current reporting endpoint I think.