Understanding your dashboard
The dashboard is the first thing you see after signing in. It's designed to answer one question fast: what needs me right now? The exact pieces you see depend on your role, but the layout is the same for everyone.
What everyone sees
A greeting at the top, then:
Needs your attention — your most pressing items, ranked by urgency. This pulls together everything across FCR that's waiting on you: drafts you haven't finished, work sent back for revision, documents awaiting your approval, plans about to expire, reports coming due, and more. Each item links straight to the thing that needs doing.
Four key numbers — a quick read on your week:
- Notes submitted this week
- Billable hours this week
- Active referrals
- Sessions today
These numbers automatically reflect the right scope for your role — your own work if you're a worker, your team if you're a supervisor, the whole agency if you're a practice manager or admin.
Three quick panels:
- Pick up where you left off — your unfinished drafts, most recent first.
- Coming up — your next scheduled sessions.
- Recent activity — the latest changes on your cases.
What's different by role
You won't see panels that don't apply to your role — there's nothing to turn on or configure.
If you're a worker (service provider): You'll see My Cases — your caseload as a table: family, service, hours used vs. authorized, your next session, and a status pill. You can sort it and filter by All / Active / Inactive / Pending intake. You'll also see Pick up where you left off for your drafts.
If you're a supervisor: Everything a worker sees for your own caseload, plus an approval strip that surfaces your direct reports' work that's waiting on your review.
If you're a practice manager or admin: Instead of a personal caseload, you'll see Agency Cases — the agency's most recently active cases at a glance, with the assigned worker shown on each row and unassigned cases flagged so an idle case nobody owns is easy to catch. A footer tells you you're seeing the 10 most recent, with a link to the full case list. (Practice managers and admins don't carry a personal caseload, so the "Pick up where you left off" and "My Cases" panels don't appear.)
Going deeper
The dashboard is a glance, not the whole picture. When you need the full list behind any panel:
- Needs your attention → the full Tasks page.
- Agency Cases / My Cases → the full Referrals list, with filters and search.
- Approvals → the dedicated Approvals queue.
FAQ
My numbers look low / high — are they wrong? The four numbers are scoped to your role and to a specific window (for example, billable hours run Sunday through today). A worker's numbers cover their own work; a practice manager's cover the whole agency.
Why don't I see "My Cases"? Practice managers and admins don't have a personal caseload, so they see Agency Cases instead.
Why doesn't a discharged case show on my dashboard? The dashboard focuses on active work. Closed and discharged cases are still available from the Referrals list using its status filters.