Case Manager Coordination Workspace

Helps case managers coordinate smooth patient discharges and identify information that needs clarification. Brings priority tasks, follow-up needs, and care-team communication into one workspace.

CM View • 34 active patients

ACTION REQUIRED

Overdue coordination tasks

NEEDS ATTENTION

Pending follow-up or clarification

ON TRACK

Transition progressing as expected

Prioritized Discharge Worklist

Status	Patient	CM Coordination Issue	Timing
Action Required	Patient 104	No post-discharge contact documented	4 days
Action Required	Patient 156	Clinical review requested; consultant response pending	Overdue
Needs Attention	Patient 238	TCU follow-up scheduling responsibility not confirmed	22 hours
Needs Attention	Patient 311	TCU attendance not yet verified	Yesterday
On Track	Patient 287	Discharge completed	Complete

CM-centered design: The worklist shows coordination activity the case manager can act on. Clinical decisions are routed to the appropriate clinician or consultant rather than assigned to the CM.

Patient 104

Discharge transition overview

Action Required

Post-discharge contact overdue
Next action: Contact patient and verify follow-up status.

Discharge Pathway

CLINICAL CLARIFICATION

Route to clinician / consultant

CM VERIFICATION

Coordination discrepancies to review

RESOLVED TODAY

Reviewed or corrected

Information Verification Worklist

Patient	Potential Inconsistency	Role Routing
Patient 203	Medication and allergy information do not match	Clinician / Consultant
Patient 119	Receiving-team plan differs from discharge plan	Case Manager
Patient 084	Two different follow-up dates documented	Case Manager

Role-specific routing: CMs can clarify scheduling, documentation, and coordination discrepancies. Potential clinical conflicts are surfaced to the CM for routing, not clinical determination.

Care Team Messages — tied to specific coordination barriers

Patient 238

TCU scheduling responsibility

Patient 104

Post-discharge contact

Patient 311

Attendance verification

Patient 156

Consultant response pending

Patient 238 — Receiving TCU Team

CM scope: Messages support coordination, clarification, routing, and status follow-up. Clinical assessment remains with the clinician/consultant.