Demo Intro

Viewing as Case Manager Coalition Admin State / HSF

Good morning, Denise.

Coalition Administrator · Healthy Start MomCare Network

Palm Beach Coalition 7 case managers 182 active participants Wed, Apr 22

Rebalance caseloads Transfers (3) Coalition Dashboard

Active participants

182

8 from last wk

Intakes this week

3 vs avg

Pending follow-ups

5 overdue

Open referrals

12 unacked

Data-quality flags

3 vs last wk

Births this month

2 outcomes pending

Flex AI · Palm Beach coalition pulse

Four patterns worth your attention this morning:

Rosa Guerrero is over cap by 3 — two Belle Glade candidates in the transfer queue. Dwayne Jefferson has capacity but geography is a mismatch.
OB referrals from Lakeside up 14% this month — expect ~6 additional intakes in the next 2 weeks. Consider pre-assigning.
EPDS completion dropped 4 points coalition-wide over the last 30 days — concentrated in West Palm and Boynton. Worth a quick refresher with Tamika and Carla.
Data-quality score ticked up 2 — birth-outcome auto-import from Good Samaritan is now running clean.

AI works from aggregated, de-identified metadata only. No PHI/PII is sent to the model. Responses are never used for training.

Program capacity status

5 programs · FY26

Healthy Start HSPIN HS

920 cap · 734 filled · 186 open

80%

Healthy Families HFP

450 cap · 441 filled · 9 open

98%

Nurse-Family Partnership NFP

150 cap · 142 filled · 8 open

95%

Other Home Visiting Program OHVP

No cap · 68 active · flexible

No limit

Parents as Teachers PAT+

120 cap · 108 filled · 12 open

90%

HS Doula Program DLA

60 cap · 62 filled · +2 over

103%

Coalition runs five programs. Capacity rolls up from individual case-manager rosters · Doula program currently +2 over — admin notification triggered.

Referral funnel last 90 days

Drill into funnel →

Referred — not connected

288

19% · outreach in progress

Connected — not enrolled

141

9% · pending eligibility

Already enrolled

6% · deduplicated

Enrolled (new)

974

66% conversion

Flex's closed-loop tracking follows each referral all the way through — sent → ack'd → scheduled → completed → outcome — layered on top of your existing funnel vocabulary. SLA breaches auto-flag in the data-quality dashboard.

Case manager roster

Rebalance caseloads →

Maria Alvarez

Lake Worth / Greenacres EN · ES

34 / 35 caseload

At cap

Tamika Monroe

West Palm Beach EN · HT

29 / 35 caseload

On track

Rosa Guerrero

Belle Glade / Pahokee EN · ES

38 / 35 caseload

Over cap

Jasmine Barnes

Riviera Beach EN

24 / 35 caseload

On track

Carla Vega

Boynton Beach EN · ES

31 / 35 caseload

On track

Dwayne Jefferson

Delray Beach EN · FR

18 / 35 caseload

Ramp up

Lakeisha Simmons

Jupiter / Palm Beach Gardens Out — returns Apr 29

8 / 35 covered

Covered

Coalition throughput — last 8 weeks

Intakes + follow-ups

Data-quality rollup

Full panel →

Risk screen within 30d

94% 171/182

Birth outcome captured

82% 9/11 this mo

Consent forms complete

99% 180/182

Follow-ups on schedule

87% 5 overdue

Transfer & approval queue

5 items

Inbound transfer — Glades → Palm Beach

4h ago

Participant: Client relocated from Belle Glade to Lake Worth, mid-3rd trimester. Risk screen on file. Recommend assignment: Maria Alvarez (at cap) or Tamika Monroe.

Outbound transfer request

Yesterday

Participant: Moving from Boynton Beach to Broward County. Target coalition: Broward Healthy Start. Awaiting acceptance.

New user provisioning

2d ago

Kenya Duval requested Case Manager access. HR confirmed start date. Grant role + assign ramp-up caseload?

Caseload rebalancing flagged

Today

Rosa Guerrero is 3 participants over cap. Auto-suggest: move 3 Belle Glade participants to Dwayne Jefferson (Delray) — geography mismatch warning.

Referral SLA breach

3d ago

3 behavioral-health referrals to Center for Family Services unacknowledged > 72h. Escalate.

Provider network

Full directory →

Lakeside OB/GYN

Prenatal care · West Palm Beach

24 referrals

Center for Family Services

Behavioral health · coalition-wide

18 referrals

Palm Beach County WIC

Nutrition · multi-site

32 enrollments

Healthy Mothers / Healthy Babies

Doula & home visiting

12 active

Quantum Pediatrics

Infant well-child · Lake Worth

9 referrals

Visibility & role model

Palm Beach Coalition operates under Healthy Start Florida's standard three-tier visibility model:

State — sees rollups and de-identified indicators across every coalition.

Coalition (you) — full PHI for participants in Palm Beach, summary of external transfers.

Case manager / provider — only participants explicitly assigned. Care-team shares scoped per transfer.