Caseload Management - Overview
After a referral is accepted, the intervention that was attached to that referral is sent to the Caseload Management screen.
From the Caseload Management screen, an intervention can be assigned to a member of the Community Team, see Assigning an Intervention
All interventions display in the left-hand side of the screen, you may need to scroll to see all interventions.
Interventions display differently depending on the time they are scheduled for, see Interventions - How Time Affects the Display
It is also possible to:
- Filter the interventions that display on the Caseload Management screen. See Filtering Interventions.
- Sort the interventions that display on the Caseload Management screen. See Sorting Interventions.
- Keep track of the volume of work you are assigning to each member of staff, see Using the Capacity Bar
- Quickly view important information regarding an intervention, see Appointment Details Pane.