Case Manager

Redefining your case Work

A case, in its broader sense, can be projected as a service, deal or operation that is registered opened and closed involving multiple people, documents and services. It takes up a period of time to resolve this request, development or claim, requiring various documents and series of communication messages.

Case Manager carries out a well-defined process that involves assessment, planning, analysis, evaluation and execution of case options and services to meet the client’s needs. Complex business contracts to HR cases, legal firms to housing assistance, field service to public sector – case management has evident usage to handle the customers and take care of their needs.

A company providing case services needs to have their workforce be efficient enough to deal with data, case progress, clients and third parties. Our case manager- a portal replicating all steps involved in handling a case; gives you a complete flow that simplifies the entire line of actions and reduces manual efforts to manage cases.

Case Form– Flexibility to design your own case forms with customized fields, categories, pages and sections. Different forms can be designed or re-used as per the purpose. The administrator need not have any special technical expertise to create the case form. It’s easy-to-use and publish it click with a click.

Rules – The rules section is an action engine which automates the procedures as per the conditions based on attributes. You can pre-define certain conditions, following which a series of actions will take place without any repeated human efforts.

Status and Transitions – A single case undergoes different stages from its initial registration to work in progress and final completion. The concerned team working on a specific case can begin with open status and execute it, whereas the customers will be kept informed about the progress of their case with relative status. Transitions help you to define the status lifecycle flow; this is done to avoid any erroneous updation.

Priority – Allows setting up the priority parameters. The administrator can put up a priority list which will be available in each case form and enable the customer to select the case priority. This eventually helps to take actions as per agreed on a duration of completion in accordance with priority parameters.

Outcomes – Add and manage the case outcomes and add activities for further actions.

  • Case Manager
  • Case Manager Options

Advanced Features

  • Document and Data Management
  • Send Email and Messages
  • Manage Relationships of Involved People
  • Capture each Interaction in History
  • Add Notes with privacy settings
  • Assign Tasks for a particular Case
  • Link multiple cases and service Requests
  • Case Manager Workflow Status
  • Case Manager Workflow
  • Case Manager Workflow1

The end user facet of case management flows in a professional manner with the number of features and complete security available in our software. The administrator, case manager and employees can have all the data sorted and recorded in a perfect way which enables them to connect and collaborate effectively with the customer. Our CRM system is integrated with case management to have long-term relationships with customers.

As per the nature of your case services, high-level customisation can be configured to fit your needs. To get in touch with our professionals who will work to develop just the right case management software for you, sign up with us or join us on Facebook, Twitter, Google plus, and LinkedIn!

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iTouchVision is one of the world's leading cloud-based service provider with innovation & excellence at its base. The company has made its presence in all business verticals with its technical & operational capabilities to enhance the working of private & public sector organisations. Our products, ranging from Web-based software to Mobile applications have made their mark globally to transform the way work is completed.