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Case Worker Role

Understand the case worker role, including capabilities, responsibilities, and dashboard features.

Work in Progress

This documentation is being developed. Check back soon for updates.

Overview

Case workers are front-line staff who manage direct client relationships and service delivery.

Key Responsibilities

  • Managing assigned caseload
  • Creating and updating referrals
  • Recording activities and case notes
  • Maintaining client documentation
  • Coordinating services

Permissions

Details on what case workers can and cannot do in the system will be added here.

Dashboard Features

Information about the case worker dashboard will be documented here.