See what's inside
What’s included
- The Caseload Tracker Workbook turns a list of cases into a live status picture: enter one row per case with its status, assigned counselor, referral source, and key dates, and the workbook computes active/pending/closed counts and flags every case past a due date you set.
- The Overdue Alert Grid sorts flagged cases by urgency so nothing slips; the Status Dashboard rolls counts up by status, counselor, and referral source.
- Every count, flag, and breakdown is computed from the dates and entries you type — the workbook carries no caseload benchmarks or assumed cadences of its own.
Case Management & Caseload
Caseload Tracker Workbook (Active / Pending / Closed + Overdue Alert Grid)
The Caseload Tracker Workbook turns a list of cases into a live status picture: enter one row per case with its status, assigned counselor, referral source, and key dates, and the workbook computes active/pending/closed counts and flags every case past a due date you set. The Overdue Alert Grid sorts flagged cases by urgency so nothing slips; the Status Dashboard rolls counts up by status, counselor, and referral source. Every count, flag, and breakdown is computed from the dates and entries you type — the workbook carries no caseload benchmarks or assumed cadences of its own.
- Format
- ZIP
- Size
- 93 KB
- Version
- v1.0
What’s included
- The Caseload Tracker Workbook turns a list of cases into a live status picture: enter one row per case with its status, assigned counselor, referral source, and key dates, and the workbook computes active/pending/closed counts and flags every case past a due date you set.
- The Overdue Alert Grid sorts flagged cases by urgency so nothing slips; the Status Dashboard rolls counts up by status, counselor, and referral source.
- Every count, flag, and breakdown is computed from the dates and entries you type — the workbook carries no caseload benchmarks or assumed cadences of its own.
Working the whole caseload, not just this document?
Rehabilitation Management Suite runs referral intake, jurisdiction deadlines, TSA against the embedded O*NET/DOT crosswalk, wage-earning-capacity math and carrier fee-schedule billing in one system.
An organizing aid you complete from your own case file — not legal, medical or vocational-expert advice, and not a guarantee of admissibility, billing approval or deadline compliance.