SmartCare categorizes caseload into two types: Primary Clients and Non-Primary Clients. Primary Clients refer to clients for whom the user is a part of the treatment team. Non-Primary Clients are clients for whom the user either has scheduled or provided a service within the last 90 days (regardless if enrolled or discharged from a program). By default, the caseload list page is filtered to display All Clients, including both Primary and Non-Primary Clients. To exclusively view your Primary Clients, follow the steps outlined below.
- To view clients on your caseload ensure you select Primary Clients from All Clients dropdown.
- Click Apply Filter.
- List pages will retrain your most recent filter settings. Therefore, unless modified, this list page will default to displaying Primary Clients.
- Note: Primary column will display “Yes” for Primary Clients.
