Case Manager
Coordinate residents, referrals, resources and outcomes
This workspace is part of the ThriveHabitat 2.0 roadmap. Here's what it will hold.
Resident caseload
One list of the households you support, with the open items on each.
Referrals
Send a household to a program and see what happened after you did.
Resource matching
Pull verified programs into a household's plan without leaving the case.
Outcomes
Track what actually closed, so reporting is a byproduct of the work.
Live in the demo
Open the shared coordination case
The Sustainable Housing case for Sarah Jenkins is coordinated across the resident, property manager, case manager and assessor. The case manager view shows referral status, documents needed and the next action. The wider caseload workspace arrives in a later phase.