Edit existing patient (optional) — New patient — Aliases (comma separated) Known area of activity Documented violence/aggression toward EMS Expedited 570 status CP contact attempted Clinical notes (restricted — CP/supervisor only) General notes Initial status (new patients only) Monitoring Forwarded to County

Stage Dates (edit existing patient only)

Correct a date if it was recorded wrong. Leave blank if not yet reached.

Suspension order number Save Patient

Select patient — Select —

All Case Management Clients

Add New Case

Edit existing case (optional) — New case — Case number (from external system) Program type (optional) — Not specified — High-utilizer / frequent 911 follow-up Chronic disease readmission prevention Fall risk / home safety SDOH referral Substance use / behavioral health outreach Post-ED / hospital discharge follow-up Status Open Active Monitoring Closed — Resolved Closed — Lost to Follow-up Closed — Declined Referred to 570 Referred to APS Referral source Notes Add Case

Log Activity or Referral

Case — Select a case — Activity type Home visit Phone call Medication reconciliation Welfare check Referral made Other Notes Log Activity

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Refer to (agency/org) Referral type Log Referral

Log an Activity

Case number (optional) Notes (no patient names) Save Activity

Filter

Search notes

Hours by Activity Type

Activities

Import from Outlook List

In your Excel copy (PCR column deleted, no patient names in Notes), select everything including the header row, copy, and paste below. Recognized headers: Title (the date), Week Of, Activity Type, Time Spent(Hrs), Outcome, Notes. Other columns are ignored. Importing the same rows twice won't create duplicates.

Import Pasted Rows

Bulk Import Cases

In your de-identified copy of the sheet (names, DOB and addresses deleted), select all the columns including the header row and copy. Paste below. Columns are matched by header name, so order doesn't matter. Recognized headers: Case Number, Onboarded Date, Home Visit Count, Case Outcome, Case Closed Date, Referral Method, Refer to 570, Refer to APS, Priority, Initiated Contact, Referring EMS, Notes. Re-importing updates existing cases instead of duplicating them.

Import Pasted Rows

Build County Referral PDF

Pick who goes on the report, then download the county's "System Abuser Referral Report" already filled in. 11 patients fit on a page; more are added as extra pages.

Return contact (email/phone) Include clinical notes in the Notes column Also list already-suspended patients Download Referral PDF

Past Reports

Assign Role

User ID (from Supabase Authentication) Email (for display only) Role Community Paramedic (full access) Supervisor County Official Viewer Save Role

Current Roles

Grant Clinical Notes Access

Give a specific person visibility into diagnosis/health info, either for all patients or one specific patient.

User ID Limit to one patient (optional) — All patients — Grant Access