> ## Documentation Index > Fetch the complete documentation index at: https://docs-terra.withunify.org/llms.txt > Use this file to discover all available pages before exploring further. # Case Manager Dashboard > Tools for social workers and navigators to help clients discover and apply for benefits # Case Manager Dashboard > Empower case managers, social workers, and navigators to help multiple clients discover and access benefits efficiently. *** ## Overview Case managers multiply impact by helping many clients navigate benefits. Pathfinder provides specialized tools: ```mermaid theme={null} flowchart TB subgraph Dashboard Clients[Client List] Search[Client Search] Bulk[Bulk Actions] end subgraph ClientManagement Profile[Client Profile] Notes[Case Notes] Timeline[Activity Timeline] end subgraph Workflow Screen[Run Screener] Refer[Make Referrals] Track[Track Outcomes] end subgraph Reports Stats[Statistics] Export[Data Export] end Clients --> Profile Search --> Profile Profile --> Notes Profile --> Timeline Profile --> Screen Screen --> Refer Refer --> Track Track --> Stats Bulk --> Refer ``` *** ## Role-Based Access ### Database Schema ```sql theme={null} -- Organizations (agencies, nonprofits) CREATE TABLE organizations ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), name TEXT NOT NULL, type TEXT NOT NULL, -- agency, nonprofit, navigator_org settings JSONB DEFAULT '{}', created_at TIMESTAMPTZ DEFAULT NOW() ); -- User roles within organizations CREATE TABLE user_roles ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), user_id TEXT NOT NULL REFERENCES profiles(id) ON DELETE CASCADE, organization_id UUID NOT NULL REFERENCES organizations(id) ON DELETE CASCADE, role TEXT NOT NULL, -- admin, case_manager, viewer permissions JSONB DEFAULT '{}', created_at TIMESTAMPTZ DEFAULT NOW(), UNIQUE(user_id, organization_id) ); -- Case manager to client relationships CREATE TABLE case_manager_clients ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), case_manager_id TEXT NOT NULL REFERENCES profiles(id) ON DELETE CASCADE, client_id TEXT NOT NULL REFERENCES profiles(id) ON DELETE CASCADE, organization_id UUID NOT NULL REFERENCES organizations(id) ON DELETE CASCADE, status TEXT DEFAULT 'active', -- active, inactive, transferred assigned_at TIMESTAMPTZ DEFAULT NOW(), notes TEXT, UNIQUE(case_manager_id, client_id) ); CREATE INDEX idx_cm_clients_manager ON case_manager_clients(case_manager_id) WHERE status = 'active'; CREATE INDEX idx_cm_clients_org ON case_manager_clients(organization_id); ``` ### Permission Checks ```typescript theme={null} // lib/auth-guards.ts export async function requireCaseManager() { const { user } = await safeAuth(); if (!user) throw new Error("Not authenticated"); const { data: roles } = await supabaseAdmin .from("user_roles") .select("role, organization_id") .eq("user_id", user.id) .in("role", ["admin", "case_manager"]); if (!roles?.length) { throw new Error("Case manager access required"); } return { user, roles }; } export async function requireClientAccess(clientId: string) { const { user, roles } = await requireCaseManager(); const { data: relationship } = await supabaseAdmin .from("case_manager_clients") .select("id") .eq("case_manager_id", user.id) .eq("client_id", clientId) .eq("status", "active") .single(); if (!relationship) { throw new Error("Client access denied"); } return { user, roles }; } ``` *** ## Client List View and manage assigned clients. ```tsx theme={null} // components/case-manager/client-list.tsx interface ClientListProps { organizationId: string; } export function ClientList({ organizationId }: ClientListProps) { const [clients, setClients] = useState([]); const [filter, setFilter] = useState({ status: "active", search: "", sortBy: "name", }); const [selectedIds, setSelectedIds] = useState>(new Set()); return (

{/* Filters */}

setFilter(f => ({ ...f, search: e.target.value }))} className="max-w-xs" /> {selectedIds.size > 0 && ( setSelectedIds(new Set())} /> )}

{/* Client table */}

{ setSelectedIds( checked ? new Set(clients.map(c => c.id)) : new Set() ); }} /> Name Applications Last Activity Status {clients.map(client => ( { const next = new Set(selectedIds); if (checked) { next.add(client.id); } else { next.delete(client.id); } setSelectedIds(next); }} />

{client.fullName}

{client.email}

{client.approvedCount} {client.pendingCount}

{formatDistanceToNow(client.lastActivity)} ago {client.status} ))}

); } ``` *** ## Bulk Referrals Refer multiple clients to programs at once. ```tsx theme={null} // components/case-manager/bulk-referral-dialog.tsx interface BulkReferralDialogProps { clientIds: string[]; onComplete: () => void; } export function BulkReferralDialog({ clientIds, onComplete }: BulkReferralDialogProps) { const [step, setStep] = useState<"programs" | "message" | "confirm">("programs"); const [selectedPrograms, setSelectedPrograms] = useState([]); const [message, setMessage] = useState(""); const [isSubmitting, setIsSubmitting] = useState(false); const handleSubmit = async () => { setIsSubmitting(true); try { await createBulkReferrals({ clientIds, programIds: selectedPrograms, message, }); onComplete(); } finally { setIsSubmitting(false); } }; return (