Power users on a busy team don't have time to rebuild the same filter view every morning or fix five cases one at a time. The Kanban board, named saved views, and multi-select bulk actions are built directly into the lists your team already uses — not a separate mode you have to switch into.
Move a case across the configured workflow — Pipeline, Pre-Auth, Scheduled, Completed, or Canceled by default — and the status updates across connected views.
Save a filter combo as a named view. Reopen it with one click. Share it with the team or keep it personal.
Select dozens of cases, accounts, or physicians and update status, owner, or tags in one batch — RBAC-enforced and audit-logged.
Bulk actions and saved views work on cases, accounts, and physicians — not a separate mode to switch into.
Use filter chips on cases, accounts, or physicians to narrow the view to what matters right now.
Name it, pin it, and share it with your team. One-click reopening means you're never rebuilding the same filter twice.
Multi-select rows for batch updates, or open Kanban and drag cases through the funnel visually.