In this article we'll discuss what the Clinician Dashboard is and the logic it uses to provide Caseload Insights. 🙌
Click any of the index links below to jump ahead!
Index:
Notifications: Overview
Notifications: Reading Notifications
Notifications: High Risk Flags
Caseload Insights: Overview
Caseload Insights: Client Count
Caseload Insights: Clinical Summary
Permissions
Who can access the Clinician Dashboard?
✅ Clinician: Can view their own Clinician Dashboard with data from their own assigned Clients.
✅ Supervisor: Can view their own Clinician Dashboard with data from their own assigned Clients.
❌ Biller: Billing roles alone do not have access to any Client Profiles, therefore do not have access to a Clinician Dashboard.
✅ Admin: Can view their own Clinician Dashboard with data from their own assigned Clients.
⭐️ What is the Clinician Dashboard?
The Clinician Dashboard gives you a quick pulse on your Clients with summarized caseload information and notifications about your Clients latest Blueprint activity.
The Dashboard can be explained in two parts; Notifications and Caseload Insights.
📬 Notifications
Overview
There are currently four types of Notifications that appear in the Clinician Dashboard:
Completed Assessment: One of your Clients has completed an Assessment
Completed Worksheet: One of your Clients has completed a Worksheet
Client Transferred: A Client has been transferred to you
Client Assigned: A Client has been assigned to you
Reading Notifications
New notifications will appear highlighted in blue, whereas "read" notifications will appear white:
To "read" a Notification, click the View Profile button (brings you to the Client's Profile) or Review button (opens the Client's latest Worksheet results in a pop-up) button on the right.
💡 Click the Client's name or initials on any Notification to navigate to their Profile!
High-Risk Flags
Any Notifications related to a High-Risk Client will show a High-Risk Flag next to their name, similar to how it appears on their Profile.
This doesn't necessarily mean that the High-Risk Flag was triggered from the Assessment in the Notification, but instead shows the Client's current High-Risk status, which could have also been triggered by a previous Assessment response or toggled on manually by a Staff Member.
🔍 Clinical Insights
Overview
Caseload Insights provide a live snapshot of your In Treatment Clients and updates as your Client's Assessments are adjusted, High-Risk status shifts, Clients are discharged, etc.
There are currently two Caseload Insight modules:
Client Count: A quick view of how many Clients you're assigned to
Clinical Summary: A summary of your caseload based on your Client's assigned Assessments
Client Count
The Client Count highlights a few key points about your Clients:
In Treatment Clients: The number of Clients assigned to you who are actively in treatment.
Overdue Clients: The number of your In Treatment Clients with at least one overdue Assessment.
High-Risk Clients: The number of your In Treatment Clients flagged as High-Risk.
Clinical Summary
The Clinical Summary contains an overview of your In Treatment Client's Clinical Domains, Assessments, and age.
Clinical Domain: Which Clinical Domains your In Treatment Clients are being treated for based on their currently assigned Assessments.
Assessments: Which specific Assessments are assigned to your In Treatment Clients.
Age Range: A breakdown of your In Treatment Client's age.
💡 Your Client's Clinical Domains are determined by which Assessments are currently assigned to them, regardless of their Assessment score(s).
💡 Each Assessment is linked to one Clinical Domain, but a Client can have multiple Clinical Domains associated with their profile. For example, if a Client is assigned the PHQ-9 (Depression) and the GAD-7 (Anxiety), that Client would add one count towards Depression and one count towards Anxiety in the Clinical Domain summary.
FAQ
Q: Do my Notifications and Caseload Insights include information for all Clients at my clinic, or just mine?
A: Your Clinician Dashboard will only and show data and notifications for In Treatment Clients that are assigned to you.Q: Do Clinical Domains calculate based on my Client's Assessment scores?
A: No, Clinical Domains is calculated based on which Assessments are currently assigned to your Clients, regardless of their Assessment results or scores.Q: Will I receive a Notification when a Client triggers a High-Risk Alert?
A: There isn't a Clinician Dashboard Notification specifically for when a Client is marked as High-Risk, however you will receive a Notification every time one of your assigned In Treatment Clients completes any Assessment, regardless of the Client's response to suicidal ideation questions.
If the Client is flagged as High-Risk (either because of their latest Assessment or otherwise), a High-Risk Flag will appear next to their name in your notifications, allowing you to see at a glance if the Client is High-Risk.
💡 You can also choose to enable High-Risk email alerts: Adjust your Notification Settings (Staff)
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