Live demo screen
Follow-up Calendar
A month grid of upcoming visits, barrier-plan follow-ups, welcome-call deadlines and credential expirations.
FOLLOW-UP CALENDAR
August 2026 — 19 upcoming items in view.
- Next visit CSW-02003
- Next visit CSW-02003
- Next visit CSW-02003
- Next visit CSW-02003
- Next visit CSW-02006
- Next visit CSW-02006
- Next visit CSW-02006
- Next visit CSW-02008
- Next visit CSW-02006
- Next visit CSW-02008
- Next visit CSW-02008
- Barrier follow-up CSW-02011
- Next visit CSW-02011
- Next visit CSW-02011
- Barrier follow-up CSW-02013
- Next visit CSW-02011
- Next visit CSW-02013
- Next visit CSW-02013
- Credential expires Alicia Barrett — CPR / First Aid
No install, no card, no sales call first.
Take CaseSteward for a spin
You get 20 minutes signed in as a real staff member, on a fictional organization. Click around, change things, break things — everything resets when you are done.
What you’re looking at
One month grid pulling together every dated thing a person is responsible for, aggregated across record types instead of living in four separate lists.
On this screen you can
- See next scheduled visits
- See barrier-plan follow-ups coming due
- See welcome-call deadlines — the 24-hour window for consumers still waiting on first contact
- See staff credential expirations landing that month
- Move between months with plain links that work without JavaScript
Enforced server-side
- Open to any logged-in staff member, with scope following the viewer
- Line staff see their own caseload, a supervisor sees their team, an org admin or owner sees the organization
In this demo you’re watching the screen as Alicia Barrett — Community Health Worker, against a fictional organization of 10 staff and 15 consumers. Signing in with a different role changes what renders — that scoping is the product, not a demo trick.