The CRM database Program Services 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
- Program Services – the individual case information (a client may have more than one case)
- Sessions/Notes – 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: