Caseload Management

Caseload view is slow to load, contains outdated information, and is not consistently used by providers

Improve provider caseload visibility and management

Provide fast, actionable caseload visibility for clinicians

• Review caseload configuration.
• DASH plugin > DASH_SETUP #34 change to Y. This will hide non-started patients in Case Load.
• DASH plugin > DASH_SETUP #28. Review this option. Consider a change to Progress or Plan as the default view instead of Full. This might improve load times as it is loading less data.
• LIB_CASE plug > LIB_CASE_SETUP #1 change “Close roles?” to ‘S’. This will silently close role records instead of forcing therapists to click ‘Yes’ or ‘No’ when discharging a patient, to close the role and remove the patient from their case load.
• Coach therapists / front office staff to perform a one-time major clean up of their case load tabs. With higher security this can be done at a location level. Select patients who no longer apply (due to pre-existing configuration) and have them select the “Remove from Active Caseload” button. Sort by Next Visit and then Last Visit columns to help identify patients that are no longer applicable to keep.

Performance with 3,000+ users; existing dashboard configuration

What configuration changes will materially improve load time and usability?