- Help Center
- Recordbase User Guide
- Finding and browsing clients
-
Recordbase User Guide
- Referrals
- Personal details
- Protocols
- KPIs
- Managing your user account
- Medications and Prescribing
- My Graphs
- Employment History
- Personal Plans
- Outcome Tools
- Notes
- Activities
- Supported Employment
- Goal Plans
- Incident Management
- Finding and browsing clients
- Risks
- Recordbase Screens
- Foster Care Support
- Account Management
- Education
- Medical Tests
- ACC injury claims
- Accessing Recordbase
- Reports
- Health
- Attachments
- The Client Record
- Interactions
- Alerts
- Tasks
-
Recordbase Administration Guide
-
Recordbase Elite Reports Guide
-
Recordbase Product News and Updates
-
Help Center
-
How tos
Browse clients by case worker
If you have direct reports, it is possible for you to browse the respective caseloads of your team
members.
�
How to view the caseload of one of your team members
- Expand the �By case worker� branch in the Browse panel, located beneath the search panel in the Clients tab. A list of your direct reports will appear
- Click the name of the person whose caseload you would like to view. A list of clients assigned to the selected person will appear in the results panel.
If you have direct reports and you are not able to see this branch in the Browser panel, please
consult with your internal Recordbase user champion.