Notes

Alegria

Intake Dashboard
Home

Dashboard

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Leads

Home › Referrals

Referrals

Home › Clients

Clients

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Home › Analytics

Analytics

0 / 0 active cases done
0%
Follow-ups waiting

ASW Visit Follow-up To-Do
Sun
Mon
Tue
Wed
Thu
Fri
Sat
ASW Visits
Day

To-Do

Tasks with an optional case and reminder time. Once due, it shows as a bar at the top of every tab until you mark it complete.

+ Add task

Case Worker Directory

Your company-wide case worker phone book, pulled from Inflowcare. Search by name, then copy the number into a case's Call CW field.

+ Add entry
Supervisor (optional — CC'd automatically on emails to this case worker)

All Cases

Search any case across everyone's accounts — useful when someone calls in and their usual coordinator isn't around.

Statistics

Billing and profit tracking for admitted cases.

Billing info for

Call back in...
Or a specific time
Push reminder back...
Or set an exact date/time
Call
Caregiver
Email
Template
Subject
Body
Edit view order
Change the order sections appear in on the Dashboard. Admitted always stays first.
Team
Everyone with a login. People who leave are deactivated, not deleted, so their case history stays attached to their name.
Add someone
Activity Log
Who did what, and when. Records every change to a case or lead, every sign-in, every time someone viewed a client's SSN, and every full export. Nothing here can be edited or deleted.
Change password
Current password
New password (at least 12 characters)
Schedule ASW Home Visit
Visit date
Time range (the window the case worker gave)
Note (optional)
Remind me (optional)
🎉
All done!
Every active case is checked off.