# Dashboard Your Dashboard displays **all pending & active cases assigned to you**. It is private and only visible to you.

## **Search, Filter & Sort** Quickly find cases by: * Searching by **Client Name** or **NRIC / FIN** (partial matches allowed). * Filtering by **Case Status, Referral Date Range, Referral Source,** or **Referral Reason.** * Sorting by **Referral Date (Newest** or **Oldest first), Client Name (A-Z** or **Z-A)** or **Attended On (Newest** or **Oldest first).** {% hint style="info" %} "Attended On" is extracted from Progress Notes {% endhint %}

## **Bookmark Lists** #### Create Bookmark Lists To better organise your cases, you can create **Bookmark Lists** to track clients based on their needs or urgency to ensure no critical case is overlooked. *Examples of Bookmark Lists:* * **Task-based -** Call follow-ups, document collection, pending assessments. * **Frequency-based -** Monthly check-ins, quarterly follow-ups. * **Risk-based -** High-risk clients needing urgent intervention.

#### Bookmark a client * Click the

button on the referral card and select a list. * To remove a client from the bookmark list, click the

button again. {% hint style="info" %} Clients can be added to multiple bookmark lists. {% endhint %}

## **Notes** You can add **personal notes** to keep track of important details about a client. These notes are useful for capturing case-specific details that matter to you. * Click the

on the card to add/edit notes.

* To clear the note, click the `x` button.

{% hint style="info" %} Notes on your dashboard are not shared with other users. {% endhint %} ## **Reminders** You can set reminders to stay on top of client follow-ups, such as scheduling the next session or checking in on them. * Click the

on the card to add a reminder for this client

#### Set New Reminder To set a new reminder * Add the reminder date and time * Add what you would like to be reminded about

{% hint style="info" %} Please note that reminders must be set at least 15 minutes from the current time. {% endhint %} #### Edit / Delete Reminders To edit/delete a reminder, click the

button: * **Edit -** You can update a reminder by changing the date, time, or details. * **Delete -** Reminder can be deleted if needed. **This action cannot be undone.**

On the specified date and time, you will receive an email.

## **Manage Case** Manage your cases by clicking the

button on the card: * **Edit Referral Details -** Update the referral source, reasons, and remarks. * **Change Case Assignment -** Assign, reassign, or unassign a caseworker. * **Set Case Status -** Update the case status based on case progression. {% hint style="info" %} Cases that are **Cancelled** or **Resolved** will no longer appear on your **Dashboard**, but they can still be accessed from the **All Cases** page. * **Cancelled cases**: You can no longer view the client’s profile unless the case status is changed back to **Pending**. * **Resolved cases**: To regain access to the client’s profile, you will need to create a new case using their NRIC/FIN. {% endhint %}

### **Cancelling Cases** To cancel this case, you'll need to provide a reason. This reason will be recorded in the client's profile for record.

{% hint style="info" %} To see the cancellation reason, hover over the "Cancelled" badge on the "All Case" page or under the "Timeline" tab in the client's profile. {% endhint %} You can also manage cases from: * **All Cases Page** – View and track all cases within your service. * **Client Profile > Cases tab** – See all cases linked to the client. To view a client’s profile, click the case card or select `View Profile` from the

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