Who can use this feature?
The Client Satisfaction Report displays client satisfaction results imported from CaMS at two key checkpoints: EAP Outcome and 12-Month Outcome. This report helps service providers evaluate performance, monitor satisfaction trends, and assess how client experiences align with established targets.
Results are broken down into four categories — Satisfied, Neutral, Not Satisfied, and No Answer — for each outcome checkpoint. The report also includes a comparison of rolled-up (summary) satisfaction results at both checkpoints alongside target benchmarks, enabling teams to evaluate overall performance and identify areas for improvement.
Date Selection Options
Date range options include:
- Fiscal Year to Date (default view): Displays data for the current fiscal year.
- When data for multiple fiscal years is available, you can select which fiscal year to view.
- Last 90 Days
- Current Quarter
- Previous Quarter
- Custom Date Selection
Your selected date range is remembered for convenience.
Report Options
Report options allow you to customize how data is displayed and filtered. From the Report Options panel, you can:
- Switch Between Views – Choose between primary and secondary views to display satisfaction data by:
- Service Provider: View satisfaction results based on different service providers.
- Client Stream: Analyze satisfaction results by service stream.
- Team Members: Track client satisfaction by specific team members.
- Target Population: Break down data by specific client demographics.
- Filter by Service Provider – Narrow results to a specific service provider or view all.
