Case Management Software for Building Stronger Cases
Providing a framework to follow, backed up with Alerts, Notifications and Escalation of activities to ensure that you are always on track of your business.
The ChilliDB Case Management module extends existing Client Administration programs and service delivery, or any Contact based or Organisations based progress driven program or activity.
Close cases faster with the right answer every time.
ChilliDB provides full Case Management integration, which allows Case Workers and Case Managers to assess, plan and monitor the delivery of support to the client, and adhere to milestones.
ChilliDB Case Management provides a framework to support your service delivery
The analysis of activities generated from the Case Management module will provide support for planning, reporting and system advocacy, to implement better outcomes through any form of Case Management or Process driven program delivery.
Reusable templates and flexible work flow support staff during intake, assessment, action plan management and exit processes. The workflow can be updated as needed, without compromising existing service delivery or system uptime.
All client activities and interactions are recorded in the case. Any client or organisation can have multiple cases attached to their record. It is a complete historical record of all major changes and high level interactions.
Phases and Activities
The processes can be set into broad groupings (phases) and broken down to specific activity points. Individual activities can have numerous items of information added to it, be it a note, an alert, a document or email.
Referrals and Allocation
Support facilitators can manage their case load and pass cases to their line supervisor, or refer on those cases. Cases can be accepted, rejected and reallocated.
Notifications and Alerts
Alerts can be set when case milestones are reached or past due, when activities are done and statuses changed.
Allow the storage and linkage of all interactions and communications with clients and other service organisations. Notes can include file attachments also. The Notes Sensitivity function allows the Note creator to assign roles to users and restrict who sees what, particularly useful for sensitive documents.
Notes and Role Based Security
Enable an administrator to specify phases and activities, status and alert types and conditions.
Reporting And Data Mining
Various data retrieval options support ad-hoc reporting and data exchange:
Search screens comfortably manage standard and custom fields (dynamic data)
The data mining module mines, groups, aggregates and surmises information for the user
An integrated reporting engine enables custom reports base on any available criteria, for upload and circulation to other users, printing, exporting in different formats and emailing
A public web based API enables integration with other products and services
Enables a user to create any number of custom sections and fields without any custom software development. Sections and fields can be of any type (i.e. date, time, currency, drop downs), and it permits changed work flows, data fields, pre-populated data fields and data sets.