🛠️ These articles include high-priority cards and their logic. If you notice a card you use is missing, please be assured we are working our way through them.
How do I find the caseload tab?
Open up the Case management system at case.thejoyapp.com
Select the 'Dashboard' tab 👇 on the left-hand side
Select the 'Caseload' tab 👇 from the options under the dashboard heading
You should now be able to view your caseload data! 🎉
Card Breakdowns
Caseload - Current Caseload, Organisation
Client Cases Status, Activity - Cases Status
📖 Learning: This card first finds the list of all clients that belong to the Joy organisation viewing the dashboard. It then searches for all cases where the client is within that first list of clients.
Next, we find the staff member (person) assigned to that case by using a table in the database that shows the relationship between clients, cases and people.
We filter for only the active cases, and add up the number of cases assigned to each staff member. For any staff members where there are 0 active cases assigned in the database, we show a 0 next to their name.
Potential discrepancies
⚠️ There are two situations we have uncovered that lead to this number being different from what the staff member thinks their caseload is:
❗ Self-Referrals Through Marketplace: When staff members are logged in and 'add a client to the system' by doing a referral through the marketplace, this creates a 'duplicate' caseload for that new client. This happens because at the point of referral:
a client is created within the organisation (with a corresponding underlying case, Case 1)
an inbound referral is generated (with a corresponding underlying case, Case 2)
When the inbound referral is accepted, the staff member is prompted to decide whether this is for an 'existing client' (the one created in step a) and merge the records. When this merge is accepted, both of the underlying cases are moved to the same client, so this client now actually adds two cases to the staff member's caseload count.
Additionally, any new notes or consultations added by the staff member default to Case 1 in the UI, so we are unable to filter out all the Case 1 records in a reliable way.