Assigning key workers to clients allows for better-shared care within a team. Key workers can also be used as a filter when using Reports or the Clients list.

You can assign one or multiple key workers when you create a new client or by editing an existing client.

Updated records

If you are assigned as a key worker for a client and a team member creates a new record for that client, you will be notified within Updated records, found on your dashboard. This can be a very helpful tool if you work within a team to support your clients.

Here, the name of the client is listed, along with the number of new records created since you last viewed their records list. This allows you to stay informed of work being done with clients you are a key worker for.

From Updated records, you can click through to the client’s records screen and review new information entered, if you have access.

Key Worker History

Some clients have multiple key workers, either all at once or over a period of time.

Our key worker history feature is designed to show you who a client’s key worker was from the start date to end date, at present, and their contact information during that time.

You can view a client’s key worker history in two ways: from their overview page or by editing their client details section.

Filtering the client list and reports by a key worker

Setting up key workers can help you quickly report on your workers’ current caseloads or get a list of which clients each of your users currently work with.

To quickly get an overview of which clients are assigned to which key worker, simply create a customised client list.

  1. From the Clients list select Add custom search then name this new list

  2. Click Add filter and select Key workers

  3. Select the key worker who’s client list you want to create

  4. Click finish to save this key worker’s current client list

When using Reports to pull your data on clients you can filter by Key Worker or include each client’s Key worker in your output.

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