Worker Dashboard - Reminder View
Ongoing-COMs required this Reporting Period
This view is not a list of overdue Ongoing COMs, it is a list of files that you already have an initial COMs linked, a 'Show' service event recorded and there is no Ongoing COMs on this service file for this reporting period. It is a reminder that your client/s is still only partially assessed at this time.
This view is set up to show all service files that do not contain an Ongoing COMs where the following criteria is met:
- The Service File program is marked as COMs required
- There is an existing initial COMs on the Service File
- There is no existing Ongoing COMs for this reporting period
- At least one Service Event Attendee is marked as a 'show' on a 'Regular' (client facing) service event
- The attended Service Event has a Start Date within the current reporting period
- The Service File Participant, COMs not Required field does not contain any data
This list does not include:
- Where the Service File Participant, COMs not Required field has been updated with a reason as to why it was not possible to collect the COMs at this time
In CRM we have set up rules on when to show the missing COMs notifications, based on the way we use CRM to record service delivery, and to manage internal Practitioner tasks against our external funding requirements. The process of selecting an option under the COMs not required field does not remove the external funding COMs requirement, and this client will only show as partially assessed in DEX and our BI reporting. They will not show on your missing COMs reports for the reason outlined above.
It is important where possible to complete all required COMs in a timely manner so that we meet our mandatory funding requirement of 50% minimum assessed clients per Site and Program.