Your caseload shouldn't require five different trackers.

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

The Case Management Dashboard & Caseload Tracker was designed to bring those moving pieces together.

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

Your Dashboard then gives you a centralized view of the work that needs attention.

See What Needs Your Attention

The professional Dashboard helps you quickly monitor:

• 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 searching through individual worksheets, you can begin your day with a clear operational view of your caseload.

Manage the Full Case Workflow

The system includes dedicated areas for:

Master Caseload
Maintain the central record for each case, including status, priority, risk, discharge planning, authorization status, appeal status, follow-up needs, outcomes, and more.

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

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

Authorizations
Track authorization requests, status, decisions, and closure.

Appeals
Track appeal levels, deadlines, submission status, outcomes, and related activity.

Contacts
Keep frequently used payer, provider, and facility information organized.

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

Archive
Move completed cases out of the active caseload while preserving a historical record.

Built-In Workflow Automation

This is more than a formatted spreadsheet.

Built-in workflow functions help reduce repetitive manual tracking and protect the integrity of your records.

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 status

• Clear Selected Row tool

• Archive Selected Case tool

• Dashboard calculations

• Dynamic reporting

• Conditional formatting and visual alerts

• Customizable dropdown lists

A Safeguard Before You Close a Case

One of the most important features is Closure Readiness.

The system checks for outstanding:

Tasks • Follow-Ups • Authorizations • Appeals

If related work is still open, the workbook warns you before the case is closed.

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

Designed for Healthcare 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 • Healthcare Organizations and Teams

Whether you're coordinating complex cases or trying to create more structure around your daily workload, the system is designed to help you see what is happening, what is due, and what needs attention next.

Your Purchase Includes

1. Case Management Dashboard & Caseload Tracker
Your Google Sheets workflow system.

2. Customer Access & Getting Started Guide
Quick instructions for creating and setting up your personal workbook copy.

3. Full User Instruction Guide
A comprehensive 15-page reference covering setup, workflow, Dashboard use, Tasks, Follow-Ups, Authorizations, Appeals, Reports, case closure, archiving, troubleshooting, and more.

4. Complimentary Updates to This Product Version Series
Receive applicable updates released within this product version series at no additional charge.

How It Works

Purchase → Access → Make Your Copy → Start Managing

After purchase, you'll receive digital access instructions.

Follow the provided link, select Make a copy, and your independent workbook will be saved to your own Google Drive.

No software installation is required.

Google account required.

Bring Your Caseload Into One Organized System

Spend less time searching across disconnected trackers and get a clearer view of the work that needs your attention.

GET INSTANT ACCESS — $39.99

Regularly $49.99 • 20% off