The Caseloads screen (Documentation Index
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/pm/caseloads) displays a card grid of every provider’s caseload record for the organization, including active patient counts, capacity progress, and panel open/closed status.
Overview
The Caseloads screen renders one card per provider caseload record, ordered by creation date. Each card shows the provider’s name, panel status badge (Open, Limited, or Closed), active patient count, optional maximum caseload, a progress bar when a maximum is set, and an “Over maximum caseload” warning when the active count exceeds the maximum. The page is read-only; caseload records are created automatically as providers are assigned patients.Who it’s for
Requires thepm.caseload.view permission. The page does not include any write actions.
Before you start
- You must hold
pm.caseload.viewto access this screen. - Caseload records are created as providers are assigned patients; an empty state is shown if no records exist yet.
Steps
Open Caseloads
Navigate to
/pm/caseloads. The page loads all provider caseload records for your organization.Review provider capacity
Each card shows the provider name, panel status badge, and active patient count (e.g., “12 / 20” if a maximum is configured). A progress bar fills proportionally to capacity. When a provider is over their maximum, the count turns to a destructive color and “Over maximum caseload” appears below the bar.
Key concepts
Panel status badge values observed in code:| Status | Badge style |
|---|---|
| Open | Default (accent) |
| Limited | Secondary |
| Closed | Destructive |
Empty state
Empty state
When no caseload records exist, the screen shows “No caseload data” with the message “Caseload records are created as providers are assigned patients.”
Error state
Error state
If the data fetch fails, the screen shows “Unable to load caseloads — Please try again later.”
Over-capacity indicator
Over-capacity indicator
When
active_patient_count exceeds max_caseload, the count is shown in destructive color and the text “Over maximum caseload” appears under the progress bar.Related
Practice Management
Overview of the Practice Management core.
Governance & parity
Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or
billing advice. Verify against your organization’s policies and applicable
regulations before using it for clinical, compliance, or billing decisions.
Protected health information (PHI) shown in the product is governed by your
tenant’s access controls and is never exposed in this documentation.
Documentation sources
Documentation sources
- src/routes/pm.tsx
- src/cores/pm/pages/ProviderCaseloadPage.tsx
- src/cores/pm/hooks/useProviderCaseloadList.ts
- src/platform/permissions/constants.ts