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


Case Management Diagram


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:

Updated on April 19, 2018

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