Case Study
Caregiver Documentation & Compliance Dashboard
A configurable service completion and compliance tracking framework for required caregiver documentation.
Problem
Managers needed a reliable way to track when required services were last completed, when they were next due, and whether documentation was overdue.
Approach
Designed a template-driven dashboard that uses configurable service types and director-defined rules instead of hard-coded service logic.
Impact
- ✓Improved documentation visibility
- ✓Supported compliance tracking
- ✓Reduced hard-coded report maintenance
- ✓Enabled flexible due-date algorithms
Tools & Technologies
SQL ServerT-SQLYellowfin BIDynamic Date Logic