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This course is about what your organization knows: how it captures information about the work it does, and what it does with what it finds.

Service tracking has a reputation as paperwork, something staff get to at the end of the day because a funder requires it. That framing is expensive. Data collected as an afterthought is data you cannot trust, and data you cannot trust will not tell you anything useful about the community you serve or carry any weight with the people deciding whether to fund you.

This course starts with integrating service tracking into daily operations rather than bolting it on afterward, then moves into analytics: turning what you collect into something that actually answers a question. From there we get into data regulations and the protections that come with holding sensitive information about people in recovery, and close with how to evaluate and implement the systems that hold all of it.

Done well, service tracking stops being a reporting burden and becomes the evidence base for everything that follows, including program evaluation and strategic planning. Take the pre-test before you begin. You will answer the same questions again in the post-test at the end.

Course Content

Service Tracking & Analytics for RCOs — Introduction and Learning Objectives 1 Quiz
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Lesson Content
Service Tracking & Analytics for RCOs — Pre-Test
Service Tracking & Data Integration: Process & Analytics 13 Topics | 1 Quiz
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Lesson Content
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Why Data & Service Tracking Matters
Storytelling Through Data
Shared Data: Improving Processes and Outcomes
Shared Data: Effective Advocacy
Driving Research and Innovation
Service Tracking Overview
Service Tracking to Build and Maintain Transparency
Leveraging Data to Strengthen Communities
Insurance Related Service Tracking Requirements
Grant Related Service Tracking Requirements
Types of Analytics
Analytics in Practice
Reflection: Analytics Scenario
Service Tracking & Data Integration: Knowledge Check & Reflection
Data Analysis: Process to Procedure 5 Topics | 1 Quiz
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Preparing and Understanding the Data
Monitoring and Improving Outcomes
Using Data Strategically
Key Takeaways: Data Analysis
Reflection: Applying the Analytics
Data Analysis: Process to Procedure — Knowledge Check & Reflection
Data Regulations and Protections 7 Topics | 1 Quiz
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De-identification Methods
HIPAA and PHI
Special Rules for Substance Use Disorder Confidentiality
Sharing Protections
Document Retention: Overview
Typical PRSS Record Retention Requirements
Typical Medical Record Retention Requirements
Data Regulations and Protections — Knowledge Check & Reflection
Systems to Manage Data 7 Topics | 1 Quiz
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Systems Storage
Selection Process: Data Management Systems
Cost: Success Factors and Failure Risks
Requirements: Success Factors and Failure Risks
Buy-In: Success Factors and Failure Risks
Considerations for Functionality and Long-Term Success
Key Questions
Systems to Manage Data — Knowledge Check & Reflection
Service Tracking & Analytics for RCOs – Wrap-Up 1 Topic | 1 Quiz
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Lesson Content
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Service Tracking & Analytics for RCOs – Wrap-Up
Service Tracking & Analytics for RCOs — Post-Test
Service Tracking & Analytics for RCOs – Post Course Survey
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