Daily caseload priorities
See who needs a response today and the reason.
One current view for case workers and supervisors.
Case workers respond from a current worklist. Supervisors see workloads, exceptions and follow-through from the same information.
Today’s caseloadFriday · 8:42 AM
Needs you6
On track42
Done today11
What needs your attentionSee all
MB
Maya BrooksTransportation issue before appointment
TodayJC
Jamie ChenCheck-in complete · note ready
ReviewDR
Devin RossNew work schedule received
HandledDraft for review
Two client updates need a follow-up. Both drafts are ready for the case worker to review.
Review drafts →Case workers start with who needs a response.
Messages, check-ins, visits and follow-ups stay with the right case. Each record is reviewed before it is saved.
- Current priorities by case
- Messages beside the record
- Drafts reviewed by a person
Supervisors see where to step in.
Compare workloads, open exceptions with recent history and confirm the next step without switching systems.
- Current workload visibility
- Exceptions with context
- Case worker follow-through
Important decisions stay with people.
AI can organize information and prepare a draft. A supervisor or case worker reviews every important action.
See it with your agency’s programs.
We will walk through the client app, a case worker caseload and the supervisor and administrator views using programs that match your work.