How To: View the Caseload Map

The caseload map provides a visual representation of client locations based on your assigned caseload and access level.

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Steps to Access the Caseload Map:

1. Navigate to the Clients Section

   • Go to Clients in the main menu.

2. Open the Caseload Map

   • In the upper-right corner of the Clients page, you’ll see a Caseload Map button.
   • Click this button to open the map.

3. View the Caseload Map

   • The caseload map will display the clients assigned to you.
   • The number of clients visible on the map will depend on:
     • Your access level.
     • Your assigned caseload.

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Note: If clients are missing from the map or your access level seems incorrect, contact your clinic administrator for assistance.

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