The code-based DEX (Data Exchange) system is the Department of Social Services’ approach to grants program reporting between funding agencies and service providers. Without a DEX-compatible platform, NFPs can spend a considerable amount of time preparing their data for upload.
Are DEX codes built-in to your case management platform?
Why consider DEX-compatibility when choosing a case management platform?
DEX-compatibility is a big deal for Not-For-Profit (NFP) organisations. 9 agencies are using DEX as a reporting tool for 106 programs. With 14,395 users currently registered across 2851 organisations, DEX is the only method available to report on your programs’ performance. It’s also very tight on its requirements with no flexibility for incomplete submission. Compatibility is a very important consideration for NFP entities.
How CaseMate assists admin for case workers
CaseMate was developed specifically with DEX mapping for all data fields. This means that you enter the information as normal and DEX codes are assigned automatically behind the scenes.
Example:
How CaseMate manages for external reporting
CaseMate covers all the standard reporting requirements for DEX. Since you need to report per client > case > session, as well as for SCORE pre and post assessments, this platform makes sure every client session is logged automatically and ready for your 6-monthly DEX reporting in .xml format.
Missing or unknown data for mandatory fields causes an error when uploaded into DEX. CaseMate helps you identify these null values and address them as data is being entered using validation rules. It can also provide a report your team checks manually for null values prior to running the upload.
Reports can be generated in minutes at the click of a button.
How CaseMate streamlines internal reporting
Within CaseMate, reporting dashboards cover all standard reporting metrics; workloads, days waiting for intake, current wait time. Got a specific metric you’d like to keep an eye on? If the data is there, CaseMate can report on it.
And for organisations reporting up – for example a state body reporting into the federal body – these dashboards can be configured to match your specific KPIs so that you have constant oversight.
All reports are easy to use, modifiable, and can be exported as .xlsx or .csv format.
Curious if CaseMate is a fit for your organisation?
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