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. It provides a framework to follow, backed up with Alerts, Notifications and Escalation of activities to ensure that you are always on track of your business.

ChilliDB Case Management provides a framework to support your service delivery

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.


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.


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Access our free articles in the Help Centre for step-by-step instructions on how to set up a Case.

Key Features


Work Flow

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.


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.

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Notifications and Alerts

Alerts can be set when case milestones are reached or past due, when activities are done and statuses changed.

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Notes and Role Based Security

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.


Custom Fields

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.

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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.


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.

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Case Templates

Enable an administrator to specify phases and activities, status and alert types and conditions.

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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



Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you!

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