Caseload Management

The Caseload Management screen provides:

• An overview of your Community Team's availability and workload for a specific day, and

• Is where you assign new Interventions to individual or multiple team members.

From Caseload Management you can:

• Assign Interventions to individual or multiple team members, see Assigning Interventions for details.

• Filter the Interventions list, see Filtering Interventions for details.

• Change the order Interventions display on the list, see Sorting Interventions for details.
• View the details of an appointment, see Accessing the Appointment Details Pane for details.

Navigating your Caseload Management Screen

Capacity Bar

Each team member has a capacity bar, which acts as a quick visual indicator of their caseload for the day selected. By default, shift capacity is set at 60%. This aims to ensure that staff spend no more than 60% of a shift completing interventions.

Green from 0-49%
Orange from 50-79%
Red from 80-100%

Please note the following:

• There is no limit on the number of interventions that can be assigned to a staff member.
• If a staff member has a shift with a capacity of 0%, they do not display on the Caseload Management screen, see Modifying Shift Capacity for details.

Appointment Time

If an intervention is not scheduled for a specific time, for example, AM or NIGHT, the time on the intervention displays in rounded edges:

If an intervention is scheduled for a specific time, for example, 09:00 or 18:00, the time on the intervention displays in straight edges:

If an intervention is overdue, it displays in red:

Patient Warnings

If a Patient Warning exists for a patient, a red flag displays on the Intervention. Select the flag to display the warning: