What ACFI related KPIs should I have – Part 1

I’m often asked by organisations what measures I recommend to both predict success in ACFI outcomes as well as how to monitor performance.


Of the series of lead and lag indicators that are useful for organisations, one that is both a good indicator of efficient performance as well as one that will ensure funding is received in the shortest time practicable is the staff-time taken to complete an ACFI appraisal – from the moment a resident is identified until it has been submitted.


So what is an appropriate target? For most organisations a realistic target is that the complete reappraisal process should be completed in less than one working day of ACFI staff time.


Although this is not including the time taken to fill in charts by care staff, it does include the following outcomes:

  • Completing a screening assessment to determine viability (the most important step!)
  • Staff consultation and review of current evidence
  • Setting-up and handover of all required charts
  • Completing all mandated assessments
  • Collating all required evidence, and
  • Completing the ACFI Answer Appraisal Pack


What makes this target possible is an analytical approach where only the relevant assessments are actually completed, and only the relevant charts are implemented (as well as ensuring that staff are guided as to what they are looking for, as opposed to having them try to document all 64 behaviours!)


This approach also allows more efficient allocation of resources. For example, when we assist clients to complete outstanding appraisals we use a ‘pack-a-day’ plan (e.g. allocate 20 business days to complete 20 appraisals). This helps our clients to receive the funding they’re entitled to for the care they’re currently providing… in the shortest time possible.