Case load management is essential for efficiently tracking and managing patient cases, and this session will show how to maximize its potential using customizable views such as Full View, Plan View, and Custom View. Participants will explore various case load setup options, including how to configure views to best suit their practice’s needs and find specific alerts using advanced filters. The session will cover practical techniques such as identifying patients who haven’t been seen in 30 days, setting up color coding to prioritize cases, and understanding warnings and errors that may impact case management. Additionally, users will learn how to apply filters to refine case searches, use case load definitions for better tracking, and leverage these tools to ensure timely follow-ups and improved workflow efficiency. By the end of the session, attendees will be equipped to use case load management features to stay organized and enhance patient care coordination.