A “case” refers to a project, transaction, issue, service, or response that may opened and closed over a given period of time, resulting in the resolution of a claim, proposal, problem, request, or situation.
In many fields, especially health care, social services, and law, cases may also refer to people. Cases are always complex. They often involve many parties, both on the inside of an organization and on the outside. These people are usually linked to each other in different ways. Cases also involve files, documents, and communications between parties involved.
Case management, which may also be called adaptive or dynamic case management, is the work that goes into ensuring that an organization can efficiently and effectively achieve a positive outcome with respect to a given case. Case management is a process whereby the bundles of information involved in a particular case are prioritized and assessed. Communications between parties involved in a particular case are also documented and assessed.
Case management is a practiced in a number of fields. In the mental health field, case management is used to coordinate a variety of mental health and social services for a particular individual. In the legal field, case management refers to a set of management techniques and approaches employed in law firms and courts. In human resources, case management may be used to resolve complaints filed by employees. In customer service fields, a case may refer to a complaint made by a customer.
Case Management Services
Case management services are usually provided to individuals who need assistance of some kind. Case management service providers work with an individual to provide support and even improve his or her quality of life. This may include assessing a variety of issues and involving a number of professionals across many fields. For instance, clinical case management services provided by a non-profit organization might include helping individuals and their families make appointments, connect to services, and find funding or resources. Professionals such as nutritionists, lawyers, doctors, social workers, nurses, support workers, and teachers may be involved.
Case Management Software
Case management software refers to platforms that help case managers do their jobs. This may include applying analytics, gathering content, making decisions, and taking action. Case management software may be used in business, health care, social services, customer service, and legal settings. Most of the time, this software is tailored to the specific needs of the profession. The following are some of the most popular case management programs in each field.
- Social services. In the social services field, programs such as FAMCare Human Services, ClientTrax, Apricot, NewOrg Management System, CaseWorthy, AWARDS, ClientTrack, DATIS, CSM/MH, Acuity Advanced Care Management, and AdvocacyPro are just a few of the tools available.
- Legal services. There is a variety of software available to help law firms and lawyers track clients. These include AbacusLaw, Legal Files, PracticePanther Legal Software, HoudiniESQ, Clio, Actionstep, Rocket Matter, Jarvis Legal, uLaw Practice, Captorra, App4Legal, LawBase, CaseFox, A1 Tracker, and Amicus Attorney, among others.
- Business services. In business, some popular case management software providers include: IBM Case Manager, KANA, Gensight, Micropact, PNMSoft, and Convercent, among others.