Add new case board link to resident roster items
Add new case board link to resident roster items
Your new case boards lack roster links, forcing coordinators to search manually and delaying care. Link roster items to new case boards so coordinators get full context immediately.
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Overview
New case boards created after enrollment often leave program coordinators hunting for the right resident record; this links the board to the roster item automatically. That means coordinators have full case context at a glance, reducing lookup time and improving same-day coordination.