The Vocational Recovery (VR) Quality Assurance (QA) Monitoring report gives managers a tool to monitor referrals through the lens of L&I QA measures.
The report opens without the need for any parameter input, giving a view of Vocational Recovery QA metrics for the firm over the past 12 months, a count of all QA goal misses or alerts over the last 30 days, and a list of the cases where those misses or alerts occurred.
Note: The report looks at VR cases and their VRE extension cases as a single referral.
The table with a row of summary numbers shows the number of misses or alerts in each category during the last 30 days. The number in each category matches the number of yellow highlighted misses in the referrals list below. For example, if a 3 appears in the Client contact within 3 days of referral cell, there will be three referrals that have the Worker Meeting and Worker Other columns both highlighted yellow.
Yellow highlighting in the referral details indicates misses during the current reporting period (last 30 days). Pink highlighting indicates a miss for initial contact or VR Plan submission prior to the reporting period (during the referral’s first 31 days).
The goals for initial contact within 3 days of Referral Date for Client, Employer, and Provider are met by either an in-person or remote contact during the first three days.
Note: Referral Date is the date the most recent VR referral was made. Subsequent VRE cases are seen as a continuation of the VR referral and do not have their own initial contact or VR Plan submission goals.
The goal for VR Plan submission is met when the plan is submitted on or before the 30th day after Referral Date. If this goal is missed during the current reporting period (last 30 days), the VR Plan column is highlighted yellow.
Blue highlighting in the VR Plan column is a warning that a Plan is coming due in 6 days (no plan has been submitted 24 to 30 days after Date of Referral).
The columns for Meeting Contact and Other Contact for Client, Employer, and Provider give a count of those types of contacts during the reporting period followed by the date of the last contact in parentheses.
An activity count and last date also appear in the Last 10 Days Engagement, VR Plan, and Other Activity. For example (see below screen shot), 2 (08/21/20) means there have been two of those contacts since the Date of Referral (DOR) and the last contact occurred on August 21. If the first of those contacts occurred more than 3 days from DOR, the cell will be highlighted yellow.
The Max Gap columns show the largest gap, in days, between Client, Employer, and Provider contacts for the referral.
If you want to go to a case and investigate why a miss occurred, click on the Claimant Name and a new tab will open with the specific case.
Click the name in the Current Lead column to see the same view for an individual VRC.
Note: The link on Claimant Name will take you to the latest case in the sequence of cases for a given referral.