Care Navigator Case Tracker
Close every referral loop — navigators work their caseload with tasks, care-plan goals and notes in one place, referrals to outside partners are tracked Sent → Done with a quiet-partner warning, supervisors watch escalations across all caseloads, and patients follow their own case from a private portal.
- Categories
- Case Management, Healthcare, HIPAA
- Includes
- 5 roles, 8 tables, 7 workflows
Describe your version of Care Navigator Case Tracker — we’ll build it now.
Start from this template, or describe your own version and Tadabase AI builds that instead.
What’s inside.
Everything here installs with the template, running on the same backend as every Tadabase app.
- 5 user roles
- Care Navigator, Supervisor, Provider, Patient, Referral Partner
- 8 data tables
- Patients, Cases, Tasks, Care Plans, Referrals, Partners, Notes, Documents
- 7 workflows
- Overdue-task escalation, stalled-referral alerts, case reassignment, partner referral updates
- 4 email templates
- Escalation Alert, New Case Assignment, Referral Received, Stalled Referral Alert
- 7 AI agents
- Care Navigator Assistant, Supervisor Insights, Clinical Reviewer, Patient Guide, Referral Coordinator
- 3 imports / 4 exports
- Patient, case and task imports; active patients, urgent cases, overdue tasks and stalled referrals exports
- Sample data
- 8 patients, 10 cases, 12 referrals across 2 partners, 12 tasks, care plans and notes — optional at install
- Security
- Deny-by-default row-level security — HIPAA-ready
The data model, drawn.
8 tables and 7 relationships, with row-level security on all 8. Real tables with real fields, not a mock-up.
Who does what.
Built for community-health and care-management teams, where the referral you sent last month can go quiet — and nobody notices until the patient does.
Your care navigators can
- Work an assigned caseload — cases, tasks, care-plan goals, notes and documents in one place
- Send referrals to outside partners and track each one Sent → Accepted → Scheduled → Done
- See stalled referrals flagged automatically — including a "quiet warning" when a partner goes silent
- Let tasks flag themselves overdue from their due dates
Your supervisors can
- Oversee every navigator's caseload, urgency levels and escalation flags
- Spot cases going stale with days-open tracking and live open-task and stalled-referral counts
Your providers can
- Get read-only clinical visibility into cases and care plans
Your patients can
- Follow their own case, plan and progress from a private portal
Your referral partners can
- See and update only the referrals sent to them — closing the loop from their side
Deny-by-default row-level security on every table keeps each of the five roles to exactly their slice — HIPAA-ready by design.
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Make it yours.
Start from this template, or describe your version of it and Tadabase AI builds that instead.
- Free plan, no card
- Unlimited app users
- Live on your own domain