CS Care- My Calendar

CS Care- My Calendar

What is My Calendar? 

The My Calendar feature is a project-wide listing of referral follow-ups and case reminders completed on cases within a project.


Each user's calendar is unique to themselves and inclusive of follow-up work completed on referrals. 
Because it is only accessible to view and disposition by the user, it is best utilized as a
case management tool to manage caseload tasks within a project.

What can be added to My Calendar?

Only two types of transactions can be added to My Calendar. See Follow-ups to see how calendar items are added. 

Calendar transaction types: 
  1. Referral Follow-Up: Data inclusive of creation date, case code, follow-up status, and follow-up notes
  2. Referral Follow-Up Reminder: Data inclusive of creation date, case code, and reminder notes

How to disposition My Calendar reminders

When reminders become overdue they will display in Red on your calendar. To clear them, complete the following steps:

STEP 1: Click on the Case Code for the reminder you want to disposition

STEP 2: Complete a Follow-Up by clicking Start or alternatively, delete the reminder if it is no longer relevant


    • Related Articles

    • CS Care- Case Creation

      STEP 1: Complete and Submit an Intake Survey Once a profile has been established, the next step is to complete an intake survey to create a case. Intake surveys AKA Initial assessments are used to capture initial data collection fields for a ...

    • CS Care- Advanced Search

      How it Works Advanced search is a helpful tool for advanced filtering on cases for viewing, assigning, and exporting case data. The functionality of advanced search is based on dynamic rule creation. Filter rules can be used for one-time searching, ...

    • CS Care Glossary of Terms

    • CS Care- Profile Search and Creation

      Cases created in care always begin with a profile. Follow the steps below to select and/or create a profile to create a new case: STEP 1: Click Create New Case From the Cases page click the green “Create New Case” button on the upper right hand ...

    • Case Overview Page

      The case overview page is your landing page when you first enter a project in CS Care. It includes two key features: Project Dashboard My Recent Cases Project Dashboard The project dashboard simply shows a high level overview of the project cases and ...