Overview
The Caseload Assistant is designed to help providers manage their entire caseload efficiently by providing tools to flag clients based on relevant Measurement-Based Care (MBC) data. This feature allows providers to prioritize tasks, identify at-risk patients, and streamline their workflow to deliver better care.
Caseload Assistant helps you manage your cases by highlighting the most relevant data points across your entire caseload in the last 4 weeks. Caseload Assistant flags cases that may require additional attention and highlights cases who are on track.
The dashboard refreshes at set intervals of approximately 15 minutes. During this period, some tiles might not reflect the latest assessment responses.
Requiring Attention
This section highlights cases that may require additional attention based on suicidality, low engagement, deterioration and low therapeutic alliance trends in the last 4 weeks.
Suicidiality Ideation
Engagement Risk
Stagnation or Deteroration Trend
Therapeutic Alliance
Reliable Deterioration - This tile shows patients who have reliably deteriorated compared to their baseline. This tile will only show data for assessments that have a Reliable Change Index (RCI): OCI, SPIN, HAI, GAD-7, PDSS, PHQ-9, PHQ-15, PCL-5, PSC-17, and OASIS
On Track
This section surfaces the patients who have reliably improved or those who have seen a consistent improvement trend in the last 4 weeks. Something to celebrate!
Optimizing the Performance and Data Accuracy of the Caseload Assistant Dashboard
The Caseload Assistant dashboard in the Greenspace Health platform is a vital tool for managing assessments and visualizing key insights. However, slow loading times or outdated data may occasionally interfere with its functionality. This guide outlines steps to improve performance and ensure the dashboard displays the most current information.
Improving Dashboard Performance
Why Performance Issues Occur
The Caseload Assistant dashboard processes extensive data sets, which require substantial memory to load. During peak usage hours or when device resources are limited, loading times may increase.
Steps to Improve Loading Times
Avoid Navigating Away: After selecting the dashboard, stay on the page until the data fully loads, as navigating away or refreshing mid-load can interrupt the process.
Choose Off-Peak Hours: Try opening the dashboard during times of lower activity (e.g., early morning) as usage levels can impact loading speed.
Optimize Your Device: Ensure your browser and device have sufficient resources by closing other heavy applications or tabs. This allows the dashboard to allocate more memory for processing.
Retry During Low System Load: If initial attempts fail, repeat the load process later to see improvement when overall system load decreases.
Ensuring Updated Data
Why Data May Not Appear Current
The Caseload Assistant dashboard refreshes at set intervals (approximately every 15 minutes), but cached data or browser issues can lead to discrepancies in displayed information.
Steps to Access the Latest Data
Use Incognito Mode: Open the dashboard in a private/incognito browser window. This bypasses stored cache and cookies, ensuring the data displayed is up to date.
Clear Cache and Cookies: If incognito mode displays accurate data, clear your browser’s cache and cookies for the regular session to resolve the issue permanently.
Investigate Persistent Issues: If clearing cache and cookies does not resolve the issue, further technical investigation may be required. Contact support for additional assistance.
Reliable Recovery - This tile shows patients who with caseness in their first assessment and below caseness in their most recent assessment, who have also crossed the Reliable Change Index (RCI). This tile will only show assessments that have a Reliable Change Index (RCI) and caseness: OCI, SPIN, HAI, GAD-7, PDSS, PHQ-9, PHQ-15, PCL-5, PSC-17, and OASIS.
Reliable Improvement - This tile shows patients who demonstrated reliable improvement between their betline and most recent assessment according to the Reliable Change Index (RCI) defined. This tile will only show assessments that have a Reliable Change Index (RCI): OCI, SPIN, HAI, GAD-7, PDSS, PHQ-9, PHQ-15, PCL-5, PSC-17, and OASIS.
Positive Improvement Trend - This tile shows patients that have improved over a period of time.
Frequently Asked Questions
What are the key benefits of the Caseload Assistant?
Enhanced caseload level insights to drive better care decisions: By providing the most relevant data points across the provider’s entire Caseload, busy providers are better able to understand their caseload level data in less time.
Efficient caseload triage: Providers can quickly identify clients who require immediate attention, allowing them to prioritize tasks and deliver timely interventions. The feature also highlights clients who are progressing well which can be used for discharge planning.
Improved caseload level workflow management: The feature consolidates critical patient data in one place, and allows providers to rapidly go from caseload level data to individual patient data to actioning next steps. This reduces the administrative burden on providers allowing them to focus more on patient care.
Can I customize the criteria within the Caseload Assistant?
The criteria will not be able to be customized for our initial release. However we’d love to hear from you on any enhancements you would like to see. Please use the survey at the bottom of the Caseload Assistant to share your feedback and contact information so we can follow up with you on your request.
How do I provide feedback on the Caseload Assistant?
We value your feedback and encourage you to share your input so we can improve the feature. You can provide feedback directly within the platform using our in-product feedback tool. Additionally, you can contact our support team ([email protected]) or your Customer Success Manager with any questions or further feedback.
For performance-related issues, consider troubleshooting steps such as avoiding navigation during loading, choosing off-peak hours, or optimizing device resources. If persistent problems occur, try using incognito mode or clearing cache and cookies before contacting support.
Does the Caseload Assistant include parent data?
The Caseload assistant does not include any participant data such as parents, therapists or others.