The Cases module is the core of VITALSync. From here you can view, search, create, and manage all your assigned cases.

• Case List View: A filterable table displaying case number, case type, primary reason, date opened, assigned provider, status, and action options.
• Search and Filter: Use dynamic filters to search by case number, case type, status, member name, or other criteria. You can also use the Global Search bar at the top of the screen.
• Case Detail View: Clicking into a case reveals the full case record, organized into tabs including case information, member details, contact preferences, assigned provider, organization information, activities, sessions, tasks, and notes.
• Case Breadcrumbs: A breadcrumb trail appears below the case number so you can easily navigate back to the case list or to the member’s record.

The Members module represents VITAL WorkLife's shift to a member-centric model. VITALsync maintains dedicated member records that link to all of a member’s cases and history.

• Member List: A searchable list of all members with key identifying information.
• Member Detail View: Displays the member’s profile information, contact details, linked organization, and a complete list of their cases across all service types.
• Add Member: Authorized users can create new member records when a member contacts VITAL WorkLife for the first time. If a member has registered via the Member Platform or has been ingested through an eligibility file, their record will already exist.

Track and manage follow-up actions for your cases. Tasks appear within the Case Activity tab and help you stay on top of assignments, due dates, and coordination steps throughout the life of a case. Use Tasks to create action items, assign work to team members, and monitor progress with updated status values (Active, Completed).

Where to find it: Open any case, then navigate to the Case Activity tab. Tasks are listed at the bottom alongside Activities tab.

What you can do:

• Create a new task with a description, assignee, and due date
• Track task status (Active or Completed)
• View all tasks tied to a case in one place

Access your Profile from the bottom-left of the navigation panel or the top-right user icon to manage your personal and account settings.

• Account Detail: Update your name, phone number, email, and optionally upload a profile picture.
• Profile Detail: Providers can view and manage professional information — bio, specialties, credentials, licenses, rates, and billing address. Updates sync across VITALsync and are reviewed by the Network Management Team.
  • Sessions — View all sessions across your cases in one place. Quickly check payment status, edit a session note (if not yet submitted for billing), and submit sessions for payment. Each session includes a Session ID for matching against billing remittances.
• Change Password: Update your password at any time. New passwords must meet security complexity requirements.
• Security: Enable or disable Multi-Factor Authentication (MFA) with a simple toggle. When turned on, MFA adds a phone-based verification step at sign-in. Switch the toggle on and follow the prompts to connect your device.
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