Getting Started with the Case Manager Portal
Case ManagersCase Manager Portal
Welcome to the CareCade Case Manager Portal. This guide will help you access client information, view schedules, and stay connected with service providers.
What Is the Case Manager Portal
The Case Manager Portal gives you secure access to:
- View schedules for your assigned clients
- Read service notes and documentation
- Review progress reports
- Download reports
- Communicate with provider organizations
Accessing the Portal
Your Login
You'll receive an email invitation with:
- Link to the portal
- Instructions to set up your account
- Organization contact information
Creating Your Account
- Click the link in your invitation email
- Create a secure password
- Verify your email if prompted
- Log in to the portal
Portal URL
Bookmark your provider's portal URL for easy access. It typically looks like:
https://portal.providername.carecade.org/case-manager
First-Time Login
Setting Up
When you first log in:
- Review and accept terms of use
- Set notification preferences
- View your assigned clients
- Explore the interface
Your Dashboard
The dashboard shows:
- List of your assigned clients
- Recent activity
- Quick links to reports
- Notifications
Navigation Overview
Main Sections
- Clients - View all your assigned clients
- Reports - Access and download reports
- Messages - Communicate with provider
- Settings - Manage your account
Finding a Client
- Go to Clients
- Browse the list or use search
- Click a client's name
- View their information
Viewing Client Information
What You Can See
For each assigned client:
- Basic profile information
- Scheduled appointments
- Service notes (per visibility settings)
- Progress reports
- Shared documents
What You Cannot See
Certain information is restricted:
- Internal staff notes
- Billing details
- Information about other clients
- Data not authorized for sharing
Understanding Visibility
Why Some Information Is Hidden
Providers control what's shared based on:
- Privacy regulations
- Organization policies
- Information relevance
- Compliance requirements
If You Need More Access
Contact the provider organization to:
- Request additional access
- Discuss specific needs
- Clarify visibility settings
Security
Protecting Client Information
- Use strong passwords
- Don't share login credentials
- Log out when finished
- Report suspicious activity
Your Responsibilities
As a portal user:
- Access only your assigned clients
- Use information appropriately
- Follow privacy regulations
- Report concerns
Getting Help
Contact Provider
For questions about:
- Client services
- Schedule changes
- Report content
- Clinical matters
Contact the service provider organization directly.
Technical Support
For portal issues:
- Login problems
- Missing access
- Technical errors
- Feature questions
Use the portal's support contact or help section.
Next Steps
Now that you're set up:
- Review your client list
- Check recent service notes
- Download any needed reports
- Set up notifications
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