Caseload Management is accessed by selecting the suitcase icon on the header navigation menu.

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Caseload Management can be used to manage your caseload and your Watch List. The screen has two views - My Caseload (default) and My Watch List.

My Caseload is a list of students created by Phoenix based on their association with you. An association is created if you are assigned as Case Manager, Service Provider, Goal Responsible Staff or Event Primary Staff.

Your Watch List is the default list of students that appears when you log into Phoenix. Students can be added to your list by you or another staff member even if the student does not have any association with you.

All columns in the student lists can be sorted or filtered based on your preference.

My Caseload

My Caseload -“I am the Case Manager” is the default list of students whom you are assigned as case manager. To view all students on your complete caseload, uncheck the box labeled "I am the Case Manager," and all students linked to you will be displayed.

To change staff assignments, you can either select the Staff checkbox for all staff members or choose individual students and then click on Staff Management.The Staff Management screen opens where case manager, event primary staff, services and goal assignments can be changed. Return to Caseload Management by selecting the suitcase from the header navigation menu. For information on how to assign a student’s goals, services, or events, click here. For information on how to assign multiple students at once, click here.

Select Details (folder) in the Student Name column to see information for goals and services assigned to you and all scheduled events for the student. The solid folder changes to an outline when the details are open. Return to the main screen by selecting the right-arrow on the top header row.

The Quick View (eyeball) provides program details about special education. Select the 'X' to close the window.

Student Name opens the profile. Select the suitcase from the header menu to return to the screen.

Case Manager can be changed inline using Staff Editor.

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My Watch List

My Watch List is the list of students added by you or someone else. It is the default list of students on the Student List Panel when you login to Phoenix. Your Watch List can be managed on this screen.

Student Search is used to search for and add students to your Watch List. Select the delete icon to remove a student from your Watch List.

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