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How to Monitor Client Progress: 5 Tips for Case Managers

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Keeping track of how your clients are doing in their job training helps you measure how successful your program is and build strong relationships with them. You can use this information to make more informed decisions for even better results. Here are five tips on how to monitor client progress more effectively. 

Open Communication Channels

To enhance your clients’ engagement, prioritize convenient, streamlined communication. If reaching clients—or allowing them to reach you—is challenging, valuable interactions can be missed. Simplify your communication methods to ensure ease and accessibility. While email often proves effective, consider discussing preferred channels directly with clients; some may like texting or jumping on a quick call.

Do Regular Check-ins

In addition to keeping communication channels open for impromptu conversations, perform more thorough check-ins on a regular basis. Use both standardized and client-specific information for your check-ins. Standardized forms will give you valuable data you can use to compare results across your entire program. Client-specific information will allow you to track individual progress on a more personal basis. 

Work With Clients to Set Realistic Goals

You want your clients to achieve all that they’re capable of, but you also want to set them up for success. Start by setting realistic goals. Show your clients how to set SMART goals for themselves, equipping them with life skills they can continue to use for goals even after they graduate from your program. As a reminder, SMART goals are: 

  • Specific: Make goals narrow and focused
  • Measurable: You should know if you achieved it or not
  • Achievable: Make sure it’s possible to reach your goals
  • Relevant: Goals should line up with long-term plans
  • Time-bound: Set an end date to avoid procrastination  

Use Client Self-Assessments 

Your clients are often the best source of information about their progress, but they may not know how to convey that to you. Using a client self-assessment form can give them a quick way to communicate their successes, challenges and obstacles so you can help them celebrate and find solutions. Your assessment can include a rating scale for some questions but make sure you also ask open-ended questions so your clients can share their concerns. 

Look for Early Red Flags

Watch for early signs that a client may be struggling. If you notice they’re having problems keeping their grades up or making progress in their courses before they start failing, you can help them get back on track before it’s too late. 

Some warning signs include: 

  • Not returning your calls or emails 
  • Skipping regular check-ins
  • Complaining that their classes are too difficult
  • Poor performance in their job training program
  • Difficulting getting school work done because of work or family obligations 

Ensure your clients that you are a resource for them and that you can help them find the tools they need to succeed as long as they keep you in the know. 

When you choose an education provider such as MedCerts Partner Solutions, you’ll get regular progress reports and updates. We understand the importance of monitoring student progress, and we’re as committed to the success of your clients as you are. 

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