Client Tracking and Reporting Tool

Having the ability to manage a clinical caseload is essential to making sure everything gets done in a timely manner and no clients get left behind. The Caseload Management feature displays the clients assigned to a user’s caseload for easier tracking and management. Easily assign patients and upcoming tasks by personalizing this tool for your organization’s needs, like program and status. This feature tracks no-shows, cancellations, last service dates, and authorization due dates.

“The process of pulling data was so much easier with Patagonia Health versus having to go into medical records and pulling multiple charts that were bulging full of paper. Now, I can simply sit at my desk and electronically pull the records and data I need.The time saved in this process is significant.”

Pam Douglas, FOCUS Behavioral Health
300+ Customers
Retention Rate
60M+ Lives Covered
33+ States Served
Claims processed
total customers
total customers
total customers
total customers
EHR technology
Have questions about how Patagonia Health can meet your needs? Schedule a 20 minute chat with us.

Key Benefits

  • Direct access for providers to see their assigned caseload upon initial login
  • Allows for tracking of clients that may have not been seen in a period of time
  • Tracking of upcoming critical due dates of authorizations and other documentation
  • Tracking of session counting and attendance
  • Census reporting for administrative staff with associated filters
Cures act certified
Cures Act Certified
ONC Promoting Interoperability Certified
ONC certified EHR
HIPAA Compliant
HITRUST Certified
Top 10 Most Trusted EHR Vendors List
HITRUST certified EHR
Best in KLAS EHR
Leader in Medical Billing Software
Stevie Award winner
9x Stevie Award Winner for Customer Service
Top Patient Management Software
Top Electronic Medical Records Software
EHR technology
Learn more about our solutions, designed specifically for public and behavioral health.