> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Caseloads

> View provider capacity and panel status across the organization, showing each provider's active patient count and maximum caseload.

The Caseloads screen (`/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 the `pm.caseload.view` permission. The page does not include any write actions.

## Before you start

* You must hold `pm.caseload.view` to access this screen.
* Caseload records are created as providers are assigned patients; an empty state is shown if no records exist yet.

## Steps

<Steps>
  <Step title="Open Caseloads">
    Navigate to `/pm/caseloads`. The page loads all provider caseload records for your organization.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Key concepts

Panel status badge values observed in code:

| Status      | Badge style      |
| ----------- | ---------------- |
| **Open**    | Default (accent) |
| **Limited** | Secondary        |
| **Closed**  | Destructive      |

<AccordionGroup>
  <Accordion title="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."
  </Accordion>

  <Accordion title="Error state">
    If the data fetch fails, the screen shows "Unable to load caseloads — Please try again later."
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Overview of the Practice Management core.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/pm.tsx
  * src/cores/pm/pages/ProviderCaseloadPage.tsx
  * src/cores/pm/hooks/useProviderCaseloadList.ts
  * src/platform/permissions/constants.ts
</Accordion>