Case Manager Pro is a comprehensive case manager management module designed for healthcare organizations, service agencies, and professional service providers. It provides a complete solution for creating, managing, and organizing case managers with their contact information, agency assignments, and referral tracking. The module seamlessly integrates with Odoo's Configuration Dashboard, offering an iconic kanban view with quick action buttons for efficient workflow management.

• Complete Case Manager Profiles: Store and manage first name, last name, email, phone, cell, fax, extension, and notes for each case manager
• Agency Management: Assign case managers to specific agencies with domain-based filtering for organized categorization
• Referral Tracking: Track and monitor referral counts for each case manager to measure performance and activity levels
• Form View: Clean, professional form layout for creating and editing case manager records with required field validation
• Tree View (List): Tabular display showing name, email, agency, phone, and referral count for quick overview
• Kanban View: Card-based mobile-friendly interface for modern browsing and interaction on any device
• Phone Formatting: Automatic phone number formatting widget for consistent contact information display
• Security Control: Row-level access control via ir.model.access with permissions for read, write, create, and delete operations
• Configuration Integration: Automatic module lifecycle management - creates configuration record on install, removes on uninstall for seamless integration
• Quick Search & Filter: Advanced search and filter capabilities to find specific case managers and manage records efficiently