Dashboard

To manage assigned cases, view outstanding tasks and estimate workload

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

Dashboard

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).

"Attended On" is extracted from Progress Notes

Dashboard - Search & Filter

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.

Dashboard - Bookmark Lists

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.

Clients can be added to multiple bookmark lists.

Dashboard - Bookmark Client

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.

Dashboard - Edit Notes

• To clear the note, click the x button.

Dashboard - Delete Notes

Notes on your dashboard are not shared with other users.

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

Dashboard - Reminders

Set New Reminder

To set a new reminder

• Add the reminder date and time

• Add what you would like to be reminded about

Dashboard - Set New Reminder

Please note that reminders must be set at least 15 minutes from the current time.

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.

Dashboard - Edit / Delete Reminders

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

Reminder 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.

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.

Dashboard - Manage Referrals

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.

Reason for Cancellation

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.

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 menu options.