Live demo screen
Manager Dashboard
Team productivity, referral response times, documentation completion, billing hours, credential expirations and training compliance.
YOUR MANAGER DASHBOARD
Your team — 3 staff, 6 consumers in view.
Team Productivity
0 visits logged across the team (last 30 days).
| Staff member | Visits |
|---|---|
| Alicia Barrett | 0 |
| Terrence Blake | 0 |
| Marcus Ellison | 0 |
Referral Response Times
Time from referral creation to the consumer's welcome contact being logged. The compliance target is 24 hours.
Documentation Completion
Compliance-gate items are a signed ROI and a completed Pathway Plan (the same gate that governs "Ready for Billing").
Billing Performance
Hours only — dollar amounts are never shown on the Manager Dashboard. Billing math is available to Owners on the Executive Dashboard.
Credential Expirations
| Staff member | Credential | Expires | Status |
|---|---|---|---|
| Marcus Ellison | Supervisory Credential | August 14, 2026 | Expired |
| Alicia Barrett | CPR / First Aid | August 17, 2026 | Expired |
| Alicia Barrett | Texas CHW Certification | March 24, 2027 | Active |
| Terrence Blake | CHW Instructor Certification | August 31, 2027 | Active |
Training Compliance
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
The team rollup a supervisor actually runs their week from. A supervisor or program coordinator sees the staff they supervise; an org admin or owner sees the whole organization. Every metric reads only that scoped set of people.
On this screen you can
- Team productivity — visits logged per staff member over a selectable window, as a chart and a table
- Referral response times — the 24-hour welcome-contact compliance metric, aggregated
- Documentation completion — how completely visit records are filled in, and whether consumer compliance gates are satisfied
- Billing performance in hours, plus credential expirations and training compliance
- Switch the reporting window between 7, 30, 90 and 365 days
Enforced server-side
- No dollar figure appears here for any role, including owners — money lives only on the executive dashboard
- A non-manager reaching this by direct URL gets a no-access notice
In this demo you’re watching the screen as Marcus Ellison — Program Supervisor, 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.