Audit Frequency: We highly recommend that you review the reports on a monthly basis to help reduce the amount of cleanup that occurs each quarter. Thank you for your help keeping your CoDa records accurate and up-to-date!
1. Report: ENROLLED clients without Checklists
- What to check for: All currently ENROLLED clients should have a Checklist filled out on their case record.
- How to fix: Find your name in the report and you'll see a list of your currently enrolled clients. Those that have checklists will say "100%" by their name. Those that have dashes by their name are missing checklists (see screenshot). Go into the client's record to add the checklist.
2. Report: Intake & Quarterly Assessments
For clients who have their first therapy session on or after 7/1/2026 - new audit report coming soon!
3. Report: Therapy Impact Assessments
For clients who exit before 7/1/2026 - new audit report coming soon!
- What to check for: This report shows which of your exited clients have a Therapy Impact Assessment.
- How to fix: Open the report to see a list of your recently exited clients. Those that have Therapy Impact Assessments will say "100%" by their name. Those that have 0% by their name are missing an assessment (see screenshot). Go into the client's record to add the assessment.
4. Report: CBHS Housing Tracker Audit
- What to check for: Missing INTAKE or PROGRAM EXIT housing trackers.
- How to fix: This audit applies to all programs. Click here for instructions.