Workload dashboard
Compare active clients, families, and cases per worker to balance assignments and plan cover during leave.
Built for team leaders
See the whole team, balance caseloads, and act before issues grow
CareTrack gives managers visibility across workers, clients and families, and cases—so you can assign work fairly, review progress, transfer cases cleanly, and keep reporting accurate without chasing spreadsheets.
Oversight without micromanagement
Workload views, team structures, and assignment tools help you understand capacity at a glance while workers keep ownership of their clients, families, and cases.
- Monitor caseload distribution across social workers
- Reassign or transfer clients and families with full history preserved
- Review reports, logs, and open tasks from one admin view
How managers use CareTrack
From onboarding staff to closing a case review, the platform supports the supervisory loop your team depends on.
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Invite and organize staff
Send staff invitations, set roles, and group workers into teams so everyone lands in the right part of the portal on day one.
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Review workload and capacity
The Workload page shows who carries which clients, families, and cases, helping you spot overload early and plan redistributions before quality slips.
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Assign and transfer with context
Bulk-assign clients and families to workers, move cases between staff, and transfer entire clients and families while keeping notes, plans, and history intact for the next assignee.
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Supervise case quality
Open any client and family profile to review cases, weekly reports, documents, aggregated notes, and activity logs—without asking workers to forward files.
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Run reports for leadership
Company reports summarize caseload trends, pending documentation, and operational metrics your leadership team needs for decisions and funding conversations.
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Handle sensitive requests
Process client and family data-deletion requests, manage document access, and configure plan stages and settings so practice stays consistent across the team.
Manager tools inside the platform
Admin capabilities sit alongside everyday casework tools—no separate system to learn.
Team management
Structure teams, see membership, and align workers to the clients, families, and programs they support.
Staff administration
Manage staff accounts, invitations, and access so the right people see the right caseload.
Client and family assignment settings
Track every client and family–worker assignment, status, transfer destination, and assignment notes in settings.
Plan stage configuration
Define week-activity stages organization-wide so workers follow the same workflow language.
Data deletion queue
Review and resolve client and family data-deletion requests with a clear pending and completed audit trail.
What changes for managers
- Faster answers when leadership asks about caseload or risk
- Fairer distribution of clients and families across the team
- Smoother handovers when workers join, leave, or go on leave
- Supervision backed by live data, not stale exports
- Consistent plan stages and documentation standards
- Less time coordinating through email and side channels