The Care Coordinator Dashboard will give you the ability to keep track of your Care Coordinators' tasks. The Care Coordinator Dashboard will allow you to view tasks assigned to an agency user and linked to any client, prospective client, caregiver or caregiver applicant.

To access the Care Coordinator Dashboard, just click Care Coordinator Dashboard under the Caregivers menu.

Select the office, date range, and the agency user whose tasks you wish to view. You can see both active and terminated agency users. You may wish to filter to active users only, to see your current staff, or you may wish to see the tasks for a recently terminated staff member, so that you can easily reassign them.

After opening a task, either from the calendar or the list at the top of the page, you can edit it and then select one of the following actions:

  • Click the View Complete Contact History button to open the Task/Communication tab for the associated person in a new tab.

  • Click the Update button to save your changes.

  • Click the Update & Send Email button to save your changes and email the assigned staff member.


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