Organization

Team

Who does what, who carries which caseload, and what each role can see.

Team members

6

Active accounts

Case managers

2

Carrying direct caseloads

Total caseload

96

Assigned across the team

Participants in system

12

Demo dataset

DA

Denise Alvarez

Case Manager

denise@northgatereentry.org

(614) 555-0113

Joined Mar 8, 2021

Caseload24

Permissions

  • · Assigned participants
  • · Notes & goals
  • · Referrals
  • · Appointments
  • · Documents

3 contacts logged this period

MR

Marcus Reed

Employment Specialist

marcus@northgatereentry.org

(614) 555-0128

Joined Sep 14, 2020

Caseload31

Permissions

  • · Employment center
  • · Employer partners
  • · Applications
  • · Assigned participants

1 contacts logged this period

TW

Tanya Whitfield

Admin

tanya@northgatereentry.org

(614) 555-0101

Joined Jan 22, 2018

Permissions

  • · Full platform access
  • · Manage staff
  • · Manage programs
  • · Manage settings
  • · All reports

0 contacts logged this period

AB

Andre Boateng

Housing Specialist

andre@northgatereentry.org

(614) 555-0135

Joined Jun 1, 2022

Caseload19

Permissions

  • · Housing module
  • · Housing partners
  • · Referrals
  • · Assigned participants

0 contacts logged this period

PR

Priya Raman

Case Manager

priya@northgatereentry.org

(614) 555-0142

Joined Feb 13, 2023

Caseload22

Permissions

  • · Assigned participants
  • · Notes & goals
  • · Referrals
  • · Appointments
  • · Documents

4 contacts logged this period

CH

Curtis Hall

Program Facilitator

curtis@northgatereentry.org

(614) 555-0166

Joined Nov 4, 2019

Permissions

  • · Programs
  • · Attendance
  • · Session notes

0 contacts logged this period