Case Management System Build List & Development Plan

This page outlines the current system, the next planned feature additions, and the development priorities for expanding the Case Management System into a cleaner, smarter, and more proactive tool.

Current System Modules

Task Manager

Tracks recurring and operational tasks used throughout daily workflow.

Students

  • Tracker
  • Contacts
  • Roster
  • Pass Tracker
  • Stage Tracker
  • Important Dates
  • Intake / Discharge
  • School Credits
  • Drug Tracker

Staff

  • Schedule
  • Important Dates
  • Relias Compliance

Email

  • Dashboard
  • Templates
  • Logs

Reference

  • Guides
  • Notepad

Reports

  • MPR Generator

Admin Tools

  • Add New Student
  • Add Family Therapy
  • Add Family Visit
  • Add Behavioral Referral
  • Add Student Important Dates
  • Relias Training Dates
  • Manage MPR Data
  • Add Drug Test Results

Planned Build Priorities

High Priority

Alerts & Early Warning System

A central alert engine to surface what needs attention before it becomes a problem.

  • Release dates approaching
  • No guardian contact in X days
  • No PO contact in X days
  • Low credits / behind pace
  • Failed or concerning drug test trends
  • Multiple SCs in a short period
  • MPR / ITP / training deadlines approaching
High Priority

Unified Communication Log

A single communication history for each student and related contacts.

  • Guardian calls
  • PO calls
  • Therapist contact
  • Email tracking
  • Email summaries
  • Court / legal communication
  • Follow-up reminders
High Priority

Fast Logging / Quick Note

Quick documentation from anywhere in the system with minimal clicks.

  • Positive note
  • Concern note
  • Behavior note
  • General update
  • One-line summary entries
Next Phase

Positive Progress Tracker

Track growth, effort, leadership, and breakthroughs so the system is not all smoke and consequences.

  • Leadership moments
  • Peer support
  • Treatment breakthroughs
  • School success
  • Compliance streaks
Next Phase

Caseload Dashboard

A supervisor-style landing page showing overall system pulse at a glance.

  • Active students
  • Pending discharges
  • Contacts due
  • MPRs due
  • Drug tests due
  • Students needing attention
Next Phase

Expanded Treatment Progress Dashboard

Build out the current treatment tracking into a stronger overall progress display.

  • Behavior trends
  • Stage movement
  • Credit progress
  • Drug test history
  • Positive / negative ratios
  • Pass success
Advanced Feature

Release Readiness Score

A weighted score to help evaluate overall discharge and transition readiness.

  • Behavior trend weighting
  • Stage progress weighting
  • School credits weighting
  • Drug test weighting
  • Positive engagement weighting
  • Pass success weighting
  • Contact / stability weighting

Feature Philosophy

Built for One Primary User

This system is designed for solo use, so collaboration features like shift notes are not a priority.

Focus on Clarity

The goal is not more screens. The goal is fewer surprises, faster review, and better decisions.

Action Over Clutter

Each addition should help identify what matters today, what needs followed up, and who is slipping through the cracks.

Balanced Documentation

The system should track both problems and progress so reports reflect the full picture.

Recommended Build Order

Phase 1 — Alerts Engine

Create a rule-based alert system and place it on the dashboard homepage.

Phase 2 — Communication Log

Build a unified communication table and connect it to email logs and summaries.

Phase 3 — Quick Logging

Add a lightweight, fast-entry note system available from student pages and dashboard shortcuts.

Phase 4 — Caseload Dashboard

Build a central command screen with counts, warnings, upcoming tasks, and students needing attention.

Phase 5 — Positive Tracker

Introduce positive documentation fields and displays that can feed reporting and progress views.

Phase 6 — Expanded Treatment Dashboard

Combine academics, behavior, treatment engagement, drug results, and progress into one view.

Phase 7 — Release Readiness Score

Develop a scoring model and dashboard indicator that summarizes discharge readiness in a practical way.

Potential Data Sources for Readiness Score

  • Behavior: SC frequency, recent incidents, restraint history
  • Treatment: stage level, treatment engagement, completion of assignments
  • Education: credits earned, missing work, school consistency
  • Drug Tracking: failed screens, clean streaks, test frequency
  • Passes: successful passes, concerns during passes, return behavior
  • Communication: family engagement, PO contact consistency, treatment team activity
  • Positive Growth: leadership, attitude shifts, peer support, personal accountability