Care Manager
Working patients through the workflow: the board, call outcomes, forms and stage moves
The Care Manager Board
Stage tabs, the Today, Upcoming and Overdue buckets, counters, sorting, search and filters
Patient Cards
Every element on a patient card and what it tells the agent before opening the patient
Manage Stages and the Repository
Choosing which stage tabs you see and in what order, and the column view of every stage
The Patient View
The tabs and cards that open when you click a patient, and what each one tells you
Recording Calls
Update Call Status: the three outcomes, what each one does to the patient, and what to expect on the board
Forms, Notes and Follow-ups
The Feedback panel: filling the stage's form, adding a note, scheduling a follow-up, and what a submission does
Moving and Assigning
Select Stage and Assign Agent: moving a patient by hand and handing them to another agent
Bringing Patients In
Every way a patient enters the live workflow, the conditions that must hold, and what keeps them from entering twice