← Back to Hospice CRM Screenshots

Care Team Dashboard

Interdisciplinary Care Team Management Dashboard and Member Directory

The interface presents a comprehensive 'Care Team' management view within a larger 'Hospice Sales CRM' system. A left-hand navigation panel displays various modules including Dashboard, Patients, Referrals, Volunteers, and the currently selected 'Care Team,' alongside Service Areas, Providers, Sales Activities, Territories, Analytics, AI Intake, Commissions, Workflow Automation, CRM Assistant, and Reports. The main content area begins with the heading 'Care Team' and a subheading, 'Manage interdisciplinary team and care coordination,' complemented by an 'Add Team Member' button in the top right, next to a 'Demo Version' indicator and a settings icon. A row of four summary cards provides key metrics: 'Active Team Members' shows 8, 'Pending Tasks' indicates 4, 'Overdue Tasks' is 1, and 'Upcoming POC Reviews' displays 0. Below these metrics, a search bar labeled 'Search team members...' and a dropdown filter for 'All Roles' allow for efficient team member lookup. The core of the display is a grid of individual team member cards, each featuring the member's name, role (e.g., Physician, Registered Nurse), license number, and specific specialties listed as tags. Each team member card also presents individual statistics for 'Patients,' 'Active Tasks,' and 'Service Areas,' such as 'Dr. Sarah Williams' managing 3 Patients, 1 Active Task, and 2 Service Areas, with a red warning icon indicating '1' associated issue. Other listed team members include Nancy Kim, Maria Rodriguez, David Thompson, Lisa Chang, Patricia Garcia, Robert Lee, and Jessica Patel, each with their respective roles, licenses, specialties, and assigned metrics. The bottom section of the screen is dedicated to 'Upcoming Plan of Care Reviews,' which currently states 'No upcoming POC reviews in the next 7 days,' indicating a feature for scheduling and tracking patient care plan evaluations.

Product: Hospice CRMCategory: Care TeamsDate: 9/24/2025