Advanced Case Management
CommCare includes advanced case management capabilities that extend beyond basic case tracking and updates. These features support more sophisticated workflows, relationships between records, coordinated service delivery, and long-term data management across users and teams.
With advanced case management, applications can model complex real-world programs while maintaining structured, scalable workflows and data systems.
Below are some features that support advanced case management workflows.
Advanced Case Actions
Advanced Case Actions allow app builders to perform advanced case operations — such as creating, updating, closing, or linking cases — directly within a form, without requiring standard case management setup.
Most concretely, advanced case actions allows you to make changes to cases that are not currently open in the form. This gives you much more flexibility when designing applications, especially in complex workflows or survey-style forms that don’t rely on case lists.
Child Cases
Child cases (also known as subcases) let you open other types of cases for use in other modules. They will be linked to the parent case so you will always know where they came from. The classic use case of a child case is a mother giving birth to a newborn that has to be tracked separately.
Referrals
Referrals allow your mobile workers to refer cases to other CommCare users. You can track referrals using case management through three ways:
Form Display Conditions
Case List Filtering
Child Cases
Organizations