The dashboard

The dashboard is your starting point in CoordHub. It gives you a live snapshot of your caseload and surfaces anything that needs attention. _{Quick Actions — log activity, start timer, add participant, or create a referral from the header button}

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KPI cards

Four summary cards sit at the top of the dashboard:

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Compliance alerts

The bell icon in the top-right header shows your active compliance alerts — expiring consents, unsigned service agreements, overdue supervision records, and similar. Click the bell to see the full list.

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Recent activity feed

Below the KPI cards, the activity feed shows a chronological list of recent actions across your caseload — new activities logged, participants updated, invoices created. It’s a quick way to see what’s been done without navigating into each record.

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Quick Actions

The Quick Actions menu (accessible from the header) gives you one-click access to the most common tasks:

• Log Activity — open the activity form
• Start a Timer — start a running timer for a participant
• Add Participant — begin the participant onboarding flow
• New Referral — start a referral record

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Reading the KPI cards

The four KPI cards give you a daily coordination health check at a glance: Active Participants is your caseload size. If this number is lower than you expect, check whether any participants have been marked as On Hold or Exited — they won’t appear in this count. If it’s higher than your actual caseload, check whether any Referral-status participants have been inadvertently moved to Active. Pending Activities tells you how many of your submitted activities are waiting for approval. A growing pending queue usually means your manager has a backlog — follow up if activities have been pending for more than a few days, as unapproved activities can’t be invoiced. Expiring Items is a forward-looking alert. It counts consent records, service agreements, and plan periods ending in the next 30 days. Click through to see which participants are affected — expiring plans are time-sensitive because once a plan ends, you can’t bill new activities against it. Budget Health counts participants whose plan health has dropped to At Risk or Critical — meaning their spend rate is significantly off track (overspending or severely underspending). Click through to the Budget Forecast for the full picture.