Therapists, peers and case managers

Besides clients, Caseglen keeps three kinds of people. Each has its own page in the sidebar.

#Who is who

• Therapists – the clinicians who provide services, for example a speech therapist, OT or ABA provider.
• Peers – peer support staff who work with families.
• Case managers – often from another agency or program, they coordinate a client's services.

None of these people sign in to Caseglen. They are contacts you keep track of. The people who sign in are your office staff. See Team members and roles.

#The list pages

1. Click Therapists, Peers or Case managers in the sidebar.
2. Use the tabs: Active and Inactive. Each shows a count.

The table shows:

• Name
• Discipline (therapists), Role (peers) or Organization (case managers)
• Languages
• Active clients – how many active clients they're linked to
• Phone and email buttons, to call or write in one click

Columns that are empty for everyone are hidden. Click a row to open the profile.

Use the filter box above the table to narrow the list by name, phone, email, discipline or language.

On a phone, each person shows as a card with a round call button.

#What you can keep for each person

• Phone, Phone 2 and Email
• Discipline / credentials for therapists (for example "Speech therapist, CCC-SLP"), Role for peers, or Organization / agency for case managers
• Language for therapists and peers, and Address
• About – anything else the office should know

#Their profile

The header shows the name, the status button, and a line with their discipline, language and how many active clients they have. Call, Text and Email buttons sit under it.

• Log – calls, notes and tasks. See The log.
• Tasks – open tasks about them.
• Details – their contact details.
• Clients – the clients they work with. See See a therapist's caseload.

#Active and inactive

When someone stops working with your agency, make them Inactive instead of deleting them. Their profile and history stay, and you can Reactivate them later.

#Next steps

• Add and edit a therapist, peer or case manager
• Build a client's care team