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

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

Interested in Learning More?

Fill out the form below, and one of our sales professionals will reach out to you to discuss the benefits of implementing the Caseload Management App.