Introduction to Case Management
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- a patient with whom a health worker will have repeated visits
- a farmer's field over the course of a growing season
- a classroom that needs to follow a specific curriculum.
How does Case Management work in CommCare?
Let's consider a specific example, where the case we want to follow is a patient being tracked by a community health worker (CHW). A typical sequence of case management actions would be as follows:
- During the first field visit, the CHW will register a new case for the patient by filling out a registration form. A registration form is, by definition, a form that opens a case.
- Once the registration form is complete, CommCare will add the patient to a " case list. " In this instance, the case list is a list of all the patients registered by that CHW.
- After that point, any other forms that are relevant to the patient case type can be filled out for that patient by first selecting the patient case in a the case list, and then selecting the desired form. Such forms Such forms are called followup forms, and will have the ability to do 2 key things:
- Access any previous any data that was previously saved about the case.Update or
- add Update or add to the information about the case that is saved.
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- If a CHW wants to fill out a followup form, he/she will be prompted to select which patient
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- to follow up with
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- by selecting a case from the case list before
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- entering the
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- form.
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- Followup forms require a case to have been selected, and cannot be opened without one.
- Selecting a patient
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- will bring up a case detail view.
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- Unlike the case list,
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- the case details will only display information for the one patient you have selected, and will give more in depth details about this patient's
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- case data
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- . By pressing OK or the center button, the CHW
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- can proceed to the
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- form
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- .
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Any registration form that creates or updates a case essentially allows or followup form allows you to select which information about that patient will be relevant in the future, by saving data by allowing you save data from the form to the case. Any value filled out in a form that is saved to the case is called a case property. A case property can be accessed and used later in a variety of places and ways:
- A case property can be referenced in a later form, to do things like create skip logic or validation logic
- A case property can be displayed in a case list or case detail
- A case property can be used in a display condition for a menu or form
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You can now make subcases using CommCare. Subcases are cases that are created using the case properties of another existing case, and/or with a relationship to another existing case. Read more about subcases here: Child Cases.
Additional Resources
For an more in depth overview of Case Management in CommCare, please refer to this presentation: Case Management.pptx
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Case List and Case Detail View - a tutorial for how to configure your app's case list and case detail views
Automatically Close Update Cases - schedule cases to close automatically after a certain date or set of conditions