KT
124
Open Cases
↑ 7 new this week
37
High-Risk Members
3 critical — immediate action
18
Active Transitions
4 discharge today
9
Overdue Actions
Require immediate follow-up

CM Workload Distribution

Active cases per coordinator
32
Kim T.
28
Marcus D.
25
Priya N.
24
James O.
15
Lisa R.
Normal
High (≥ 24)
Capacity available

Case Acuity Distribution

124
Total
Critical / High37 (30%)
Moderate45 (36%)
Low / Stable42 (34%)

Upcoming Actions Today

9 overdue
Post-Discharge Call — James Wilton
Due Yesterday · CM: Marcus D.
Overdue
High-Risk Outreach — Dorothy Pearce
Due 2 days ago · CM: Kim T.
Overdue
Care Plan Review — Maria Santos
Due Today 2:00 PM · CM: Priya N.
Due Today
IDT Meeting — PACE Participants
Today 3:30 PM · All CMs
Scheduled
New Enrollment Assessment — Kevin Dunn
Tomorrow 10:00 AM · CM: Lisa R.
Scheduled

Recent Activity

High BP Alert — Michael Chen
BP 182/104 · Auto-alerted CM Marcus D. · 9 min ago
Care Plan Updated — Rosa Martinez
Goals revised, medication adherence added · Kim T. · 34 min ago
Discharge — Valley Hospital
George Callahan discharged · SNF placement arranged · 1 hr ago
New Case Opened — Henry Wu
CHF exacerbation, post-ER · Assigned to Priya N. · 2 hr ago
Outreach Completed — Sandra Park
30-day post-discharge call · Medication adherence good · James O. · 3 hr ago
Goal Achieved — A1c Target Met
Patricia Rhodes — A1c dropped from 9.2 to 7.1 · Lisa R. · 4 hr ago
AI Assistant

This dashboard provides a real-time view of your care coordination team's workload, case acuity, overdue actions, and recent clinical activity.

  • Open Cases — All active cases regardless of status
  • High-Risk — RAF ≥ 1.5 or clinical alert triggered
  • Active Transitions — Members currently in a care transition (admit/discharge)
  • Overdue Actions — Tasks past their due date

CMs are flagged amber when caseload exceeds 24. Recommended maximum is 30 cases per CM. Use the Case Management page to reassign cases when balancing is needed.

Overdue tasks are escalated to the CM's supervisor after 48 hours. Post-discharge calls are highest priority — CMS STAR Ratings measure 30-day follow-up rates.

  • Dashboard refreshes every 5 minutes automatically
  • Click any activity item to open the related case
  • New Case button opens a pre-filled form with member search