Your Caseload Shouldn't Require Five Different Trackers

When cases, tasks, follow-ups, deadlines, authorizations, appeals, and discharge needs are tracked in different places, important work becomes harder to see—and easier to miss.

The Case Management Dashboard & Caseload Tracker brings your day-to-day healthcare case management workflow together in one organized Google Sheets system.

Create each case once in the Master Caseload, then use its Case ID to connect related tasks, follow-ups, authorizations, and appeals throughout the workbook.

Your Dashboard brings key workload information together so you can quickly see what's open, what's due, and what needs your attention next.

BONUS INCLUDED: Printable 2-Page Daily & Weekly Case Management Workflow Checklist

Start Your Day With a Clearer View of Your Caseload

The professional Dashboard gives you an at-a-glance operational view of your workload, including:

• Active cases

• Today's follow-ups

• Overdue tasks

• High-risk cases

• Pending discharges

• Today's tasks

• Cases with discharge barriers

• Today's Action Center

Instead of opening multiple trackers to figure out where to begin, use the Dashboard to identify the work that needs attention and move directly into the appropriate workflow.

Manage the Case From One Connected System

Master Caseload

Maintain the central record for each case, including case status, priority, risk, discharge planning, authorization and appeal activity, outcomes, and other key case information.

Tasks

Track case-related responsibilities, deadlines, completion status, and outstanding work.

Follow-Ups

Manage required calls and contacts, next-contact dates, outcomes, and ongoing follow-up activity.

Authorizations

Track authorization requests, statuses, decisions, and closure as part of the overall case workflow.

Appeals

Track appeal activity, levels, deadlines, submission status, decisions, and outcomes.

Contacts

Keep frequently used payer, provider, facility, and other case-management contacts organized in one place.

Reports

Review caseload health, case status, priorities, operational metrics, authorization and appeal performance, and outcomes.

Archive

Move eligible completed cases out of your active caseload while preserving a historical record.

More Than a Formatted Spreadsheet

Built-in workflow automation helps reduce repetitive manual tracking while protecting the structure of your workbook.

Features include:

• Automated record IDs

• Connected Case ID workflow

• Automated authorization closed dates

• Automated appeal closed dates

• Case closure safeguards

• Open-work detection before case closure

• Closure Readiness tracking

• Clear Selected Row tool

• Archive Selected Case tool

• Dashboard calculations

• Dynamic reporting

• Conditional formatting and visual alerts

• Customizable dropdown lists

Built-In Case Closure Safeguards

Closing a case while related work is still outstanding can leave important activity unresolved.

That's why the workbook includes Closure Readiness.

Before a case is closed, the system checks for outstanding:

Tasks • Follow-Ups • Authorizations • Appeals

If tracked work remains open, the workbook warns you before allowing the case to close.

Once the outstanding workflow is resolved, the case can be closed and prepared for Archive.

Designed for Nurse Case Managers & Healthcare Case Management Workflows

This system may be especially useful for:

Nurse Case Managers • Case Managers • Care Managers • Utilization Management Professionals • Patient Advocates • Prior Authorization Professionals • Denial & Appeal Professionals • Independent Healthcare Advocates • Healthcare Organizations and Teams

Whether you're coordinating complex cases or simply need more structure around a growing caseload, the system is designed to help you answer three important questions:

What's happening? What's due? What needs attention next?

Everything Included With Your Purchase

1. Case Management Dashboard & Caseload Tracker

Your complete Google Sheets case-management workflow system.

2. Customer Access & Getting Started Guide

Quick instructions for accessing the template, creating your personal workbook copy, and completing initial setup.

3. Full User Instruction Guide

A comprehensive 15-page reference guide covering setup, navigation, workflow, Tasks, Follow-Ups, Authorizations, Appeals, Dashboard use, Reports, case closure, archiving, troubleshooting, privacy considerations, and more.

4. BONUS: Daily & Weekly Case Management Workflow Checklist

A printable 2-page workflow companion designed to help you build a consistent routine around your caseload.

Use it for:

• Start-of-day caseload review

• High-risk and priority case review

• Tasks and follow-ups

• Authorization and appeal updates

• Discharge barrier review

• End-of-day workflow review

• Weekly caseload health review

• Workflow cleanup

• Case closure and archive review

• Next week's priorities

5. Complimentary Product Updates

Your purchase includes applicable complimentary updates released within this product version series.

How Digital Delivery Works

Purchase → Access → Make Your Copy → Start Managing

After purchase:

1. Download your customer access materials.

2. Follow the included link to the Google Sheets template.

3. Sign in to the Google account where you want to store the workbook.

4. Select Make a copy.

5. Your independent working copy will be saved to your own Google Drive.

6. Follow the included setup instructions before entering live information.

No software installation is required. A Google account is required.

Important Privacy Information

This workbook is a workflow-management tool. Purchasers are responsible for determining whether use of Google Workspace and this workbook is appropriate under their organization's privacy, security, HIPAA, access, and data-retention requirements.

Bring Your Caseload Into One Organized System

Spend less time searching across disconnected trackers and get a clearer view of the cases, deadlines, and workflow requiring your attention.

GET INSTANT ACCESS — $39.99

Regularly $49.99 Save 20%