Case Calendars

Case calendars are used to track the case events of the organization's clients. Case calendars provide a collaborative view of a client's activities and meetings and also provide access to calendaring information about a client's cases and family members. Case calendars also allow the users to schedule meetings to address the needs of clients and their families.

There are two types of case calendars: integrated case calendars and product delivery calendars. Integrated case calendars are used to track activities and meetings created at the integrated case level. Product delivery calendars are used to track case events and meetings created at the product delivery case level. Calendaring information maintained for product deliveries is kept separate from the integrated case as product delivery cases are cases in their own right.

Users can choose to create a calendar event of any of the following types from an integrated case or product delivery case:

Calendars are also provided for investigations, service plans, and issues that can be created from within an integrated case. Additionally, an appeal can be created from a product delivery calendar and issue calendar.