Live demo screen
Follow-up Calendar
A month grid of upcoming visits, barrier-plan follow-ups, welcome-call deadlines and credential expirations.
Who sees what: Any logged-in staff member. Scope follows the viewer — own caseload, team, or org.
FOLLOW-UP CALENDAR
June 2026 — 0 upcoming items in view.
Next visit
Barrier follow-up
Welcome-call due
Credential expires
Mon
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This is the real screen, rendered live against fictional demo data — not a screenshot.Sign in to interact
What you’re looking at
One month grid pulling together every dated thing a person is responsible for, aggregated across record types instead of living in four separate lists.
On this screen you can
- See next scheduled visits
- See barrier-plan follow-ups coming due
- See welcome-call deadlines — the 24-hour window for consumers still waiting on first contact
- See staff credential expirations landing that month
- Move between months with plain links that work without JavaScript
Enforced server-side
- Open to any logged-in staff member, with scope following the viewer
- Line staff see their own caseload, a supervisor sees their team, an org admin or owner sees the organization
In this demo you’re watching the screen as Alicia Barrett — Community Health Worker, against a fictional organization of 6 staff and 15 consumers. Signing in with a different role changes what renders — that scoping is the product, not a demo trick.