Members needing a care manager
Hollow pins show approximate ZIP-area, town, or county reference points, not street addresses. Multiple people at one location share a pin. Distance estimates use those centers; verify the route before assigning. ZIP-area reference points: U.S. Census Bureau.
Who needs a match?
Matching assistant
Ask for language, area, supervisor, availability, or a maximum travel time.
Uses the filters above and your roster. Free-text restrictions always require review. Suggestions do not change Bolt assignments.Members waiting for a care manager
Open cases with intake status Comprehensive Questionnaire or care manager assignment status Pending.
| Member | Address | Language | Intake status | Assignment status |
|---|
Clients by area
Counts use client addresses in Bolt. Selecting an area shows its cases.
Update from Excel
Any signed-in dashboard user can review and save the shared care manager workbook.
Sign in to uploadUpload your updated Info for Map workbook. Choose the worksheet and month, review the changes, then save to update the shared roster.
Use the same nine headers. Blank rows and the total row are ignored. Optional Latitude and Longitude columns enable precise pins. Excel formulas use the last values saved by Excel.Member data comes from the Bolt report upload. Care manager availability comes from this Excel workbook.