Managing Staff Caseloads

Updating Caseloads

Staff can view a list of their currently assigned clients via the Caseload link.

A client is automatically assigned to a staff’s caseload when that staff creates a program enrollment. The assigned staff can be updated over time using the “assigned staff” field visible under the green banner within an enrollment. It is possible to assign multiple agency staff. First click the edit button.

Next Click the down arrow next to the currently assigned staff member. Please note that it will only be users from the agency operating the program will show up and it will only those users who have the agency as their primary agency. Staff with access to more than one agency, including CE programs, may assign themselves but other users will not have this option.

The Care Team can also be updated by clicking the Manage Care Team button on the ride hand side of a client’s profile page. From here it is possible to see a client’s entire current and past care team across enrollments. Beyond assisting in care coordination across programs, a well-managed caseload facilitates easy access to a user’s clients, activates alerts about certain client activity, and allows staff to run reports on their unique caseload.

For their you may view the care team history and add care team members.