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Case Flow Visualization

Last Updated: February 4, 2026
Document ID: UG-CASE-FLOW-VIZ-001
Version: 1.0

Overview​

The Case Flow Visualization provides a visual representation of a case's progress through the defined care process. It appears as the default view on the Case Page, showing stages, tasks, and the current position in the workflow.

💡 New to Process Flows? For a detailed explanation of how Groups, Stages, and Tasks work together to move cases forward, see the Process Flows Guide.

Location​

Where to Find It:

  • Case Page - Default view when you open any case
  • Located at the top of the Case Page, above the accordion sections
  • Displays as a horizontal or vertical flow diagram

What the Visualization Shows​

The Case Flow Visualization displays:

  • Process Stages - Each stage in the care process (e.g., Intake, Assessment, Service Planning)
  • Current Stage - Highlighted to show where the case currently is in the process
  • Completed Stages - Visual indicators (e.g., checkmarks, green highlighting) for stages already completed
  • Upcoming Stages - Future stages in the workflow

Task Progress Tracking Panel​

Located at the top right of the Case Flow Visualization, you'll find the Task Progress Tracking Panel (also called a "scratch-off" task list), which displays:

  • "[#] tasks remaining:" - Counter showing how many tasks are left to complete
  • Task List - All tasks for the current stage listed below the counter
    • Incomplete tasks appear in red text
    • Completed tasks turn green and display with strikethrough
    • Provides at-a-glance progress tracking without opening task details

Deadline Widget​

Adjacent to the Task Progress Tracking Panel, at the same height, is the Deadline Widget which shows:

  • Upcoming deadlines for the current stage
  • Past due deadlines highlighted for urgent attention
  • Reflects the same deadline information shown on expanded case cards in My Dashboard

Note: Both widgets are permanent fixtures in this panel and cannot be moved or repositioned.

Understanding the Visual Elements​

Stage Indicators​

  • Active Stage - The current stage where work is being performed
  • Completed Stages - Stages with all required tasks completed
  • Upcoming Stages - Stages that will be activated once current work is complete

Viewing Stage Details​

  • Click on a stage - Some process flows allow clicking to expand stage details
  • Hover for information - Hovering over stages may display tooltips with additional information

Understanding Stage Transitions​

The visualization shows how cases move from one stage to the next:

  • Linear flows - Cases progress sequentially through stages
  • Conditional flows - Some processes may branch based on case circumstances
  • Review/approval gates - Stages that require approval before proceeding

💡 Learn more: For details on completing tasks to advance between stages, see Task Management.

Use Cases​

For Case Managers​

  • Quick status check - See at a glance where a case is in the process
  • Identify bottlenecks - Spot stages where cases are stuck
  • Communicate progress - Show clients or team members where the case stands

For Supervisors​

  • Monitor case progress - Understand overall case movement through workflows
  • Identify training needs - See where team members may need support
  • Ensure compliance - Verify cases are following the proper process

Tips​

  • Use the Case Flow Visualization for a high-level overview before diving into task details
  • Watch the Task Progress Tracking Panel to monitor your completion progress in the current stage
  • Check the Deadline Widget regularly to stay aware of upcoming and past due deadlines
  • Reference the visualization when discussing case status with team members or clients

FAQ​

Q: Can I jump between stages in the flow visualization?​

A: This depends on your process configuration and permissions.

Q: Why can't I see the complete flow?​

A: Some processes may show only relevant portions of the flow based on the case's current state or your permissions. Contact your administrator if you need visibility into other stages.

Q: What if my process doesn't show a visualization?​

A: Not all processes include visual flow diagrams. Your process may use a simpler task list structure instead. Contact your administrator for information about your specific process design.