Case Management

The CRM database Case Management functionality is tailored to each organisation.  Although each installation may differ slightly, the following information will generally be included:

• Client – the client the case relates to
• Case – the individual case information (a client may have more than one case)
• Case Sessions – recorded details for each session related to the case
• Documents – any documents related to the case
• Outgoing Referrals – any referrals made to external agencies related to the case

The Case Management Process generally follows:

• Client Intake (Open a Case)
  • Client intake is performed, case record is created for client
• Manage the Case
  • Case management is performed, sessions, documents and referrals may be created
• Client Exit (Close a Case)
  • Client exit is performed, case record is finalised and closed

Further Information

For further information, refer to the following articles:

• Case Management
• Client Intake (Open a Case)
• Create a Referral
• Add a Document
• Add a Session