Case management

Works like Apricot, CaseWorthy or Penelope. Work a community agency's caseload: screen two intakes and refer the one over the income limit, refer a client to a program with room, write a DAP note, hold records under a lapsed release and book the renewal, and send a concern to a supervisor the same day.

Case management

Riverbend Community Services · Monday, November 2, 20260 of 5 done right

QuickCruit Case Manager

Your caseload

6 clients in the Family Stability Program

Clients on caseload: 6
New intakes: 2
Records requests: 2
Appointments ahead: 11

Newest notes

Phone call · Ximena CallowayNov 1Renee asked again why the bus pass hasn't come. Not happy about the wait.
Phone call · Ximena CallowayNov 1Confirmed Boris's office visit. No changes at home.
Phone call · Ximena CallowayNov 1Check-in call about the bus pass. Dana said, "Flora is 5 and has been home alone overnight twice this week while I work nights." Asked to talk about it more at the next visit.
Home visit · Tamsin IwuOct 31Landlord told Keisha the lease ends December 31. Looking at options together.
Office visit · Tamsin IwuOct 30Darnell wants help with the goal on the plan. Agreed to look for a program this week.
Office visit · Tamsin IwuOct 14Reviewed the service plan with Omar. Next step is a home visit.

Appointments ahead

Nov 3, 1:00 p.m.Darnell Dorsey · Office visit
Nov 4, 11:00 a.m.Renee Novak · Intake
Nov 5, 4:00 p.m.Dana Underhill · Home visit
Nov 9, 2:00 p.m.Omar Brennan · Home visit
Nov 10, 10:00 a.m.Dana Underhill · Office visit
Nov 11, 10:00 a.m.Renee Novak · Intake

Clients

6 shown

Client ID	Goals	Phone	Last note
CL-15338	Food	(541) 555-0120	Oct 14
CL-11527	Housing	(541) 555-0188	Nov 1
CL-12582	Housing	(541) 555-0100	Oct 30
CL-17649	Employment	(541) 555-0123	Nov 1
CL-12565	Housing	(541) 555-0131	Oct 31
CL-12739	Food	(541) 555-0180	Nov 1

Today Nov 2, 2026Family Stability Program

6 clients on your caseloadPractice agency

Your day on the caseloadCeleste Kowal, program supervisor

I'm at the county training all day, so Silas is your supervisor on call. - 2 intakes waiting on screening - Darnell is ready for a housing referral - Ximena did Omar's home visit today. The jottings need to become a DAP note. - 2 records requests from partner agencies Before you call anyone back, read the newest note on each record. A lot came in over the weekend.

The income table and the release rules are in Procedures. Household, income and signed releases are on each client's record.

If a client says something the procedures list as a concern, write down their words and bring it to a supervisor today. We decide the next step together.

Riverbend Community Services is a made-up community services agency. Its clients, partners and numbers are made up too, and its procedures are for practice, not clinical, legal or reporting guidance.