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From Engaged Clients to Measurable Impact: Reimagining Case Management With Family Service Regina

Your client outcome and program planning reports shouldn’t have to be finessed on spreadsheets at quarter-end. Why can't they start with your first client interaction? When clients engage digitally, whether through a digital intake form, feedback surveys, client portal, virtual sessions, standardized assessments, or self-rated progress scale, they're doing two things at once: actively participating in their care, and building the structured, reportable data your agency needs to demonstrate impact to your funders.

Most agencies treat client engagement and reporting separately, those succeeding are connecting them with real-time solutions. 

Join us to learn how behavioural health and social services agencies are using a connected suite of client engagement tools to shift the administrative burden off staff and onto the system, all while giving clients a better way to connect.

At this webinar, we will walk through:

  • Digital intake and online requests that move data entry to the client, producing cleaner records without clerical transcription 

  • Pre-intake and client-facing assessments that give clinicians an avenue for self-reporting and a head start on triaging and create the clinical baselines every outcome report needs 

  • Client portals and virtual care that remove geographic and seasonal barriers to access, keeping clients engaged and generating continuous touchpoints your system can report on 

  • Client-completed outcome scales that can feed directly into the improvement of their care, followed by funder-ready aggregate reports, structured, visual, and built for community providers and clients themselves. 

Hear from a Peer: Family Service Regina

We're pleased to welcome Shellie Pociuk, Former CEO, now Independent Consultant working with Family Service Regina and other non profits in Saskatchewan, who will join us to share how her team put these tools into practice. Shellie will walk through how Family Service Regina used TREAT's reporting capabilities to transform their reporting process, including how a reporting task that once took three weeks was reduced to a single day. 

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May 27

Transforming Mental Health Service Delivery: The CMHA New Brunswick Journey