Work list, Cases and Compliance overlap, and nothing says which one to use
Nobody has claimed this yet.
Assessment
- Difficulty
- 2/5
- Estimated time
- 1-3 hours
- Newbie friendliness
- 75/100
- Issue type
- Documentation
- Clarity
- Clearly specified
- Activity status
- Active
- Tech stack
- nextjs, typescript
- Domain
- documentation, frontend
Research direction
The issue describes three screens: /worklist, /cases, and /compliance. Start by locating these route components in the frontend codebase, likely under pages/ or app/. Examine their current headers and navigation links. The task is to add clarifying text (like 'use this to...') and possibly cross-links. Check for existing filter state management to see if it can be preserved in cross-navigation. A good first step is to run the dev server and navigate to these pages to understand the current user experience.
Written by the indexing model from the issue text.
Description
Three screens list patients and gaps, and nothing tells a case manager which one to use. Found in a live walk-through of the Maui sandbox as a case manager, 2026-09-23.
The three screens
- Work list (
/worklist): one row per patient with every open gap. PCP, insurance and owner filters, bulk assign and panels. This is the one the practice asked for. - Cases (
/cases): one row per gap (case), with tabs for Open, Closed, Closed by staff, All and Excluded. - Compliance (
/compliance): everyone, compliant and excluded included, as a measure matrix.
Where it gets confusing
- A Programs status chip opens Compliance, which has no link to the work list. Moving across means using the sidebar and losing the filters.
- The Programs "Open cases" links open Cases. The sidebar order is Programs, Cases, Worklist, Compliance.
- The same idea has different names: "My Cases / All Cases" on Cases, and "My panel / Whole practice" on the work list.
- The sidebar Worklist badge counts open gaps (about 15,900), while the page counts patients (about 10,400).
Decision needed
- Keep all three, give each a one-line "use this to…" header, and add cross-links that carry the filters (the smallest step).
- Make the work list the daily home: point the chips and links at it, and demote Cases and Compliance to "by gap" and "everyone" views.
- Merge them into one screen with modes. This is the largest change.
Option 2 matches what the practice asked for (one row per patient, assign from the list).
- Dominant language
- TypeScript
- Stars
- 0
- Forks
- 0
- Avg merge
- 4h 46m
- Merged PRs (30d)
- 93
Contributor guide
First steps
- Read the whole issue, then the project's contributing guide.
- Comment on the issue to say you are picking it up — it saves two people doing the same work.
- Fork the repository and make your change on a branch.
- Open a pull request that references the issue number.
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