The Caseload Manager provides a single access point for clinicians to manage their daily schedule, view their entire caseload, and perform tasks to do, with easy navigation to otehr areas of the application.

View Schedule:

• Presents a schedule for both clinical appointments and administrative activities for a single day or a range of dates.
• Has a quick link to treatment plans, documents, and medication information for clients on the schedule.

View Caseload:

• Presents a complete clinician caseload across all clinical programs.
• Shows key dtat elements including:age, diagnosis, days since last seen, and primary clinician.
• Provides quick access to clinical program assignment detail which includes treatment team data.
• Has a quick link to treatment plans, documents, and medication information.
• Temporarily assigns coverage (and security permissions) to other staff members.
• Sorts and filters caseload.

View To-do Lists:

• Shows a complete listing of clinical documents to complete, sign, and co-sign.
• Shows a complete list of treatment plan tasks (review, sign, and task assigned).
• Provides access to other to-do tasks (phone calls, follow-ups, etc.)