CLIENT

See service recipient.		  
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  SERVICE

One or more organization-operated programs or activities that have a common general objective and deploy the organization's material and human resources in a planned and systematic manner. An organization that publicly promotes or identifies itself in writing as offering a service, is licensed to deliver a service, assigns personnel and/or space to a service, or allocates financial resources to a service is considered to offer that service.		  
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  MANAGEMENT

See ADMINISTRATION		  
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  SAMPLE

A portion or representative percentage of a greater whole.		  
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  INDICATOR

A described activity, event, outcome, or benchmark used for measurement in monitoring the quality and outcome(s) of service.		  
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  QUALITY

In this context, the extent to which contemporary and generally recognized standards for professional practice are met and exceeded, and desirable service outcomes achieved.		  
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  ASSESSMENT

An evaluation, which utilizes professional expertise and skills in the collection and analysis of data to understand and describe the nature of service needs of an individual, family, or group. Assessment, as in needs assessment, is also used to determine priorities of program planning and service development for the organization as a whole. See also DIAGNOSIS.		  
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  PLANNING

The process of specifying objectives, evaluating the means for their achievement, and exercising deliberate decision making about appropriate courses of action.		  
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  OBJECTIVE

A sub-goal stated in operational terms, i.e., a statement that makes clear what expected results are to be measured or assessed.		  
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Financial Education and Counseling Services
  
Private Org Public Agency  

PA-FEC 12: Client File Review

 

The worker and a supervisor or peer team conduct quarterly reviews of a randomly selected sample of client files using indicators that:

  1. are defined and measurable; and
  2. address important aspects of service delivery.
related PA-PQI 4.03
Interpretation: The file review must evaluate: the quality of assessment, debt management planning, as appropriate, services provided, results of service in relation to objectives, potential problems, and client retention.
Note: See also PA-PQI 4, Analyzing and Reporting Information.
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PURPOSE: Clients who receive Financial Education and Counseling services learn to solve financial problems and gain personal financial management skills.
 
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