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Getting StartedJanuary 31, 20263 min read

Getting Started: Case Manager Dashboard Access

CareCade Team

CareCade Foundation

Getting Started: Case Manager Dashboard Access

How Case Managers Access CareCade

Simplify Your Home Care Operations

CareCade helps DDA and HCBS providers manage scheduling, EVV, and billing in one platform.

If you're a case manager in Washington State, you can monitor your clients across multiple home care agencies—all in one place.

The key thing to know: You don't register yourself. CareCade automatically gives you access to any agency where your email is listed as a case manager for clients. If you're not seeing access, your email may not be added correctly in the agency's system.


3 Steps to Get Access

Step 1: Confirm Your Email Is in the System

Contact the home care agencies serving your clients and confirm they have your correct email address listed as the case manager for your clients.

If your email isn't in their system (or has a typo), they'll need to add or correct it.

Step 2: Go to Login

Once an agency has added you, visit:

carecade.org/login

Enter your email address and click "Continue."

Step 3: Check Your Email

You'll receive a secure login link—no password needed. Click the link and you're in.


What Happens Next

If You Work With One Agency

You'll go directly to that agency's dashboard showing all clients assigned to you.

If You Work With Multiple Agencies

You'll see a workspace switcher letting you move between agencies. Each workspace shows only the clients that agency has assigned to you.

As more agencies add you, more workspaces appear automatically.


What You'll See

Your case manager dashboard shows:

  • Client list — All clients assigned to you at that agency
  • Visit verification — Completed visits with GPS confirmation
  • Missed visits — Appointments that didn't happen
  • Incident reports — Flagged for your attention
  • Authorization tracking — Hours used vs. authorized
  • Service completion rates — Patterns over time

All read-only—you can see everything but can't accidentally change anything.


Common Questions

How do I get access to clients at a new agency?

Contact that agency and ask them to add your email as a case manager for your shared clients. Once they do, that workspace will appear when you log in.

What if an agency doesn't use CareCade?

You'll only see data from agencies using CareCade. For others, continue your traditional verification methods. Encourage them to modernize—transparency benefits everyone.

Is there a cost?

No. Case manager access is free at most agencies.

Can I see all my clients in one view?

You'll see clients grouped by agency (workspace). Switch between workspaces to see different agencies. We're working on cross-agency unified views.

Is the data real-time?

Yes. Visit data updates as soon as caregivers clock in/out. You're seeing the same information the agency sees.

What about HIPAA?

CareCade is HIPAA-compliant. You only see clients assigned to you, and all access is logged for audit trails.


Need Help?

  • Agency won't add you? They control access—escalate to your supervisor or the agency's administrator
  • Can't see a client? The agency may not have linked that client to your profile yet
  • Technical issues? Contact support@carecade.org

Learn More

Want to understand all the dashboard features and how to use them effectively?

Read the full Case Manager Dashboard guide →


Ready?

Log in to your case manager dashboard →

Ready to transform your care management?

Join agencies across Washington who are bringing transparency to developmental disabilities care.

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How's your experience?

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