ĒMA migrated to Trellis in December 2025. The system is new and our data is maturing alongside it. This page sets out the standards we follow when limitations exist, where to find the methodology behind every metric, and how reporting will evolve as those limitations resolve.
01
Our commitments
What we commit to, and where to find it
Every number in every ĒMA report carries a small i icon labeled How we counted this. Hover or click, and a methodology card opens with three slots that each answer a commitment in our reporting standards:
What counts
Each child of an active mom counts as one data point, not the mom herself.
Excluded
Children whose moms don't have a completed Family Wellbeing Assessment on file within the reporting window.
Known limitation
A small edit to any part of an assessment updates the assessment date, so "recent" doesn't always mean a full re-assessment.
Every rate shows both the numerator and the denominator, never a standalone percentage.
When data is incomplete or missing, we surface it explicitly rather than silently including or excluding records.
We never inflate denominators or credit outcomes without valid, verified data.
If a load-bearing metric needs methodology and doesn't carry an i icon, please flag it.
02
Exporting from Trellis
Acknowledgment of Responsibility
Every download from Trellis is preceded by an Acknowledgment of Responsibility prompt. ĒMA reports contain protected health information about real families and advocates, covered under HIPAA. Before any data leaves Trellis, the acknowledgment makes explicit what is and isn't appropriate use of that data.
Appropriate use
- Program improvement and refinement of services
- Grant reporting and impact measurement
- Coordination among advocates and coordinators within your affiliate
- Continuity of care for identified families within your affiliate
Inappropriate use
- Sharing with anyone outside ĒMA (partners, third parties, vendors, social media) without a signed Release of Information
- Identifying or contacting families outside your affiliate's scope
- Personal use unrelated to the program
- Retention beyond what's needed for the program
- Cross-affiliate access without HQ Admin authorization
Release of Information
A signed Release of Information from the mom is required before sharing her information with partners or anyone outside ĒMA. The release specifies what is being shared, with whom, and for what purpose.
03
Where we are and where we're going
These limitations are temporary
The constraints surfaced in our reports today are not the destination. They reflect a system in its first year, and reporting will look different as Trellis matures. As fixes ship, this page evolves with them; resolved limitations come off, new ones surface as we discover them.
Now → Trellis V2
Where reporting sits today and what's being worked on for the next system version.
Now · In production
Trellis V1
Live since December 2025. The data model is new, and some structural constraints affect how certain metrics can be calculated. Where these constraints exist, reports flag them in the methodology popover and in the sample-size warnings.
- Some assessment-currency signals can't yet distinguish a full re-assessment from a single field edit
- Pre-Trellis records carry data gaps that exclude them from period-based logic
- Free-text fields produce variant spellings that require post-hoc grouping
Coming · In progress
Trellis V2
The next system version is being built to address the V1 constraints we can control. As each fix ships, the corresponding limitation drops out of reports and off this page.
- Cleaner assessment tracking that distinguishes substantive updates from edits
- Mom and advocate profiles staying in sync without manual reconciliation
- Controlled vocabularies on fields that are free-text today
04
Stall Definitions
Two independent stall signals — applied consistently across all reports
A mom's pairing can trigger one or both stall flags at the same time. The flags are independent — a curriculum stall does not require a communication stall, and vice versa.
Communication Stall
Threshold: 14 days since last held session
Source: Most recent session with status = Held (any type — curriculum or support). Planned and not-held sessions do not count.
Curriculum Stall
Threshold: 30 days since last held curriculum session
Source: Most recent session with status = Held and
lesson_template_id IS NOT NULL. Support-only sessions do not reset the curriculum clock.
Payload returned per pairing:
stall_type: "communication" | "curriculum" | "both" | null and stalled: true | false. stalled is true whenever stall_type is non-null. Both flags appear in the Mom Status report, Advocate Care report, and Track Journey.