MA
Good morning, Maria.
Case Manager · Healthy Start MomCare Network
Palm Beach Coalition
Case Manager II
Wed, Apr 22 · 8:12 AM
Last sync 2m ago
78°F
West Palm Beach
34 active
Caseload
6 today
Follow-ups
3 overdue
Risk Screens
12 open
Referrals
4 due
Infant Check-ins
Today's follow-ups
6 scheduled10:30
AM
AM
Yanelis Fuentes · Prenatal intake (32 wk)
Referred from Lakeside OB · needs risk screen
My action queue tickler list
View all 91 →Need first attempt to contact
New referrals awaiting outreach
7
Need second attempt
No reply within 48 hr
12
Need third attempt
Final outreach before close-out
4
Not successfully contacted
Three+ attempts; supervisor review
3
Incomplete intake
Started but missing fields / signatures
9
Need consent
HIPAA / ROI not yet on file
5
Need ICC phone
Initial care coordination call due
8
Return to CI&R
Re-route to central intake
2
Risk screen pending
Within 30 d of intake
6
Ready to close
Goals met / 6-mo PP target reached
11
Closed - reopened
Re-engagement opportunities
2
Letters to send
Initial attempt + ICC welcome
14
Flex auto-routes participants between these states based on activity. Click any row to see the queue. Email + SMS letters generate from templates — signed and tracked.
Active caseload
View all 34 →KW
Keisha Williams
Next visit
Overdue 2d
YF
Yanelis Fuentes
Next visit
Today 10:30a
AS
Ashley Santiago
Next visit
Today 1:00p
DB
Destiny Brown
Next call
Today 11:15a
SD
Shantel Davis
Next call
Today 4:00p
MC
Marisol Cabrera
Next visit
Thu 9:00a
Caseload mix
As of todayPrenatal (1st & 2nd tri)9
Prenatal (3rd tri)12
Postpartum (0–8 wk)6
Infant follow-up7
Flex AI · Maria's morning briefing
Good morning, Maria. Three things I'd prioritize today:
- Yanelis Fuentes intake at 10:30 — late entry at 32 wk matches the pattern of your last two preterm cases. Consider scheduling the first home visit within 5 business days.
- Three postpartum participants (Santiago, Cabrera, Williams) are approaching their 6-wk EPDS window this week — your calendar has open slots Tue and Thu.
- Your weekday 2:30 PM slots have 94% attendance vs. 71% for 9 AM slots. Shifting Keisha Williams' overdue visit to 2:30 PM is more likely to land.
AI works from clinical metadata only. No PHI/PII leaves Flex. Outputs are not used for training.
Quick actions
Alerts & flags
5 items3 risk screens overdue > 7 days
Williams · Gonzalez · Torres
Missing birth outcome — Santiago baby
EDD was 03/18 · needs birth outcome entry
EPDS ≥ 10 — Marisol Cabrera
Flagged 2 days ago · BH referral created, not yet acked
New intake assignment from Palm Beach Central
Yanelis Fuentes · queued for today's visit
Transfer request — Glades → Palm Beach
Client relocated from Belle Glade to Lake Worth
Recent activity
Full log →Case note added to Ashley Santiago — postpartum mood check OK, scheduled 1-month follow-up.
7:48a
Intake completed for Yanelis Fuentes — risk screen flagged housing instability.
Yesterday 4:32p
Referral sent to Center for Family Services for Marisol Cabrera (behavioral health).
Yesterday 2:10p
Home visit completed with Destiny Brown — 24 wk prenatal, WIC enrollment confirmed.
Yesterday 11:15a
EPDS screening completed — Marisol Cabrera scored 12 (elevated).
Mon 3:02p
My data quality
Coalition view → Saved
Live
0