If the agency has a defined intake process, an integrated case can be created for clients automatically on program application. Alternatively, if no intake process is defined by the agency, a standalone integrated case can be created.
Each integrated case is initially created for a person or a prospect person to manage the delivery of benefits, services, and activities identified to meet his or her needs. On integrated case creation, a product delivery case is created to deliver benefits to clients. Note that if the agency has a defined intake process, the product delivery case is created automatically when a benefit is authorized on the application.
Service deliveries and referrals to services can also be added to an integrated case to deliver appropriate services to clients. The process for delivering benefits to clients through product delivery cases is described in detail in Delivering Benefits to Clients through Product Delivery Cases. The process for delivering services deliveries and referrals to services are described in detail in Delivering Services to Clients through Service Delivery and Referrals.
An integrated case is created for a person or a prospect person who is already registered on the system or the caseworker has the option of registering the individual as a person or prospect person when he or she creates the case. Note that if the agency is utilizing intake processing, the individual is registered as part of the intake process. For information on person and prospect registration, see the Cúram Participant Guide. During manual creation of an integrated case, the integrated case type is selected.
An integrated case has three steps in its lifecycle: case creation, case closure, and case reopen. When an integrated case is created or reopened, its status will be set to 'open'.
An example of when an integrated case may be closed is where all of the associated benefits and services have ended. If the clients on the integrated case re-apply for benefits/services at a later date, the integrated case may be reopened to resume the delivery of benefits and services without the need to create a new integrated case. Alternatively, organizations may choose to leave integrated cases in an open state regardless of the status of the associated benefits/services.