Lumary AH - This article provides an overview of the My Client Case List view and describes some of the ways you can use this list to manage your clients.
Lumary AH has a number of helpful ways of quickly getting to information about the clients you work with, as well as clients waiting to work with you. The My Client Case List view lets you see all of the clients you work with on a single, handy list. If you're managing a group of workers, you can also toggle your list to see all of the clients working with workers who report to you.
You can get there:
- from your My Day View by scrolling to the My Clients panel and clicking on the View Client List text link, or
- by clicking on the My Client Case List tab.
To help you use the list, the rest of this article explains how to use it to:
Filter your list to focus on key areas
You can filter your list by clicking on the text links at the top of the list. This will help you focus on key areas, such as clients who are approaching the end of their plan and may require a review.
The following table explains what you can see under each filtered view.
|Filter||What this shows|
|All||All of your current clients. This does not include clients on your waitlist.|
|No Interactions||Clients that you haven't interacted with in the last 30 days.|
|Funding Ending||Clients with a service agreement that ends in the next 30 days.|
|No Shows||Clients that have had 'No Show' cancelled appointments in the last 6 weeks.|
|End of Plan||Clients that have an End of Plan Review in the next 30 days.|
|Waitlisted||Clients on the waitlist that have been assigned to you. These clients do not appear under the other views.|
View another worker's case load
To see the case load of other workers:
- Click on the Change View icon at the end of the bar that appears at the top of your list.
- Click on the Change View drop-down list.
- Select the worker.
A banner will appear at the top of your view to notify you that you're viewing the case load of another worker. To return to your own view, you can click on the Close text link in the banner, or use the Change View icon to select your own view.
Manage your client
The My Client Case List entries give you several options for quickly managing your client's information. You can add a new case or set an appointment directly from this view. You can also navigate to your client's record. The following table explains what each icon does and where it takes you.
|Icon||What this will do|
|Open Profile||This will take you to the client's record. You will no longer be in the My Client Case List view.|
|New Case Note||This will take launch a New Case Note form. The form pops up over your My Client Case List view.|
|Funding Split||This will launch a graph that shows how many hours can still be allocated to the client. The graph pops up over your My Client Case List view.|
|New Appointment||This will launch the Appointment Calendar where you can create a new appointment for the client. The calendar pops up over your My Client Case List view.|