FIGR / UI TEMPLATE

Beneficiary Case Management

Coordinate beneficiary support with needs, services, referrals, case notes, eligibility, documents, outcomes, safeguarding flags, and follow-ups.

This table reference covers nonprofit & fundraising. Its sample screen includes Housing support referral and Employment coaching and the Add case note action. Adapt its workflow to your product and design system.

Beneficiary Case Management

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At a glance

Screen

Table

Primary action

Add case note

Pattern

Beneficiary Case Management table

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The beneficiary case management screen supports “Add case note” while keeping case and services in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Add case note
  • Main area: Case brings the user to the relevant workflow
  • Related area: Services keeps nearby context accessible
  • Open services: 4 in the sample screen
  • Referrals: 3 in the sample screen
  • Example 1: Housing support referral
  • Example 2: Employment coaching
  • Input: Program

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Retain table headers, sort order, and selected filters
  • Empty: Distinguish no records from no matches for the current filters
  • Error: Preserve selected rows and clarify whether any batch changes saved
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Add case note and say what happens next

Where it fits

Case → Services → Add case note → Review result

Patterns in this screen

Beneficiary Case Management table, Case, Services, permission handling, error recovery

UX choices to review

Show the columns that help someone choose the next action

In this example, Housing support referral is one of the records worth checking. Keep the sample data clearly separate from a live system.

Preserve filters and sort order as people open records and return

Make status, ownership, and exceptions easy to scan, including smaller screens

Try a similar screen in Figr

Design a beneficiary case management screen for an existing nonprofit & fundraising product. Use our actual design system, components, and content rules. Cover Case and Services, include believable records such as Housing support referral, and make "Add case note" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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