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Caseload Manager

PsychConsult Provider’s Caseload Manager is a single point of access for clinicians to effectively manage their daily activities. With easy navigation to critical areas of the application, Caseload Manager provides clinicians with a comprehensive yet easy-to-use tool that will increase their productivity.

My Schedule

  • Presents a schedule for both clinical appointments and administrative activities for a single day or a date range.
  • Includes a quick link to treatment plans, documents, and medication information for each client on the schedule.

My Caseload

  • Displays the clinician’s complete caseload for all clinical programs.
  • Shows key data elements including age, diagnosis, days since last seen, and primary clinician.
  • Provides quick access to clinical program assignment details and treatment team data.
  • Assign coverage and security permissions to other staff members temporarily.
  • Sorts and filters caseload by multiple criteria.

My To-do

  • Shows a complete listing of clinical documents to complete, sign, and co-sign.
  • Displays treatment plan-related tasks, including plans to review, plans to sign, and problems or interventions assigned to you.
  • Provides access to other My To-Do tasks including phone calls, follow-ups, and more.

My Staff

  • View and manage all activities for your staff.
  • Displays user-defined productivity and compliance reporting.
PsychConsult® Provider - Caseload Manager
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