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 —

Bulk Import Cases

In Excel, select your Case Number, Program Type, Referral Source, and Notes columns (in that order, no header row) and copy. Paste directly below — do not include patient names.

Import Pasted Rows

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 Referral source Notes Add Case

Existing Cases

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

Generate New Report

Find Cases Forwarded in Period Return contact (email/phone)

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