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How to Improve Completion Rates

This article outlines practical steps to increase engagement and completion.

Completion rate reflects how many residents or responsible parties have opened, reviewed, and completed the education sent through Informed Medical.

Improving completion rates strengthens documentation, supports compliance, and ensures families are properly informed. 

1. Verify Contact Information in PointClickCare

The most common reason for low completion rates is incomplete or incorrect contact information.

Review the Contacts tab regularly and confirm:

  • Responsible party has a valid email address

  • Mobile numbers are entered correctly

  • Contact titles are accurate

  • There are no duplicate or outdated contacts

When contact information is accurate in PointClickCare, reports are delivered successfully and families can engage.


2. Set Expectations During Conversations

Completion improves when families understand why they are receiving education.

During care conferences, admissions, or change-in-condition calls, let families know:

  • Written education will follow

  • It outlines risks, benefits, and care expectations

  • It should be reviewed and signed

When families expect the message, they are more likely to open it.


3. Send Education Promptly

Timely communication increases engagement.

Send education:

  • Immediately after a care conference

  • When a treatment change occurs

  • During admission

Delays reduce relevance and response rates.


4. Use Manual Follow-Up When Needed

If completion remains low:

  • Check the status in History

  • Follow up with families who have not opened the report

  • Resend education if appropriate

A quick reminder can significantly increase completion.


5. Monitor Engagement Metrics

Use the Dashboard to track:

  • Open Rate

  • Reports Completed percentage

  • Patients Missing Generated Reports

Identify trends early and address gaps before they grow.


Summary

To improve completion rates:

  • Keep contact information accurate

  • Set expectations verbally

  • Send education promptly

  • Follow up when needed

  • Monitor engagement regularly

Consistent processes lead to stronger documentation and better family understanding.