Components of Standard Data used in Case Management
A good case management system collects data using the following forms. The forms and their content can be customized to collect data specific to your organization's goals.
Now we can utilize Standard Data's one or two way sync to determine if the record should be submitted once and never touched again, or if a record should have the ability to be modified and viewed in the field.
This can be set at the form-level, meaning one form can utilize one-way sync, while another utilizes two-way sync.
Time to talk about the best part — visualizing and interacting with your data! For Case Management we recommend setting up at least two real-time interactive dashboards.
Set custom automated alerts based on certain criteria in your form. For example... did you visit a client who is very sick and in need of immediate care? Send off an alert to a team in the field who can visit urgently and get the client the care they need.
We have comprehensive user roles which allow you to collaborate with your team and determine who should do what. For a case management project, we recommend the following setup:
So... why would you use Standard Data for Case Management as opposed to the hundreds of other software tools built specifically for Case Management?