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 best part of Patagonia Health is that, as a management tool, I can audit charts, review documentation for meeting state requirements, and monitor ongoing quality improvement projects from one location. This is a great time saver.”

Janice Parrett, Central-Michigan District Health Department

Key Benefits

  • Direct access for providers to see their assigned caseload upon initial login
  • Allows for tracking of patients that may have not been seen in a period of time
  • Tracking of upcoming critical due dates of authorizations and other documentation
  • Tracking of appointments 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.