The following contextual information is available that is common to both integrated cases and product delivery cases: the name of the primary client and photo if it exists, the case status, and case owner. The case worker can click on each photo to access client contact details if they exist. Case workers can access summary details for the case owner whether it is an organization group, position, work queue, or user.
Current special cautions that are recorded against the primary client or case members are also displayed for both product delivery and integrated case types. Special cautions are highlighted to the case worker via a special caution icon. The special caution icon is displayed beside each case member image. For more information on special cautions, see Special Cautions.
Issues and legal proceedings including issues, appeals, and legal actions are also displayed if they exist. Note that appeals and legal actions are only displayed if Cúram Appeals™ is installed. For more information on issues and legal proceedings, see Tracking Issues and Legal Proceedings. Within the case context panel for an integrated case, the number of issues associated with the integrated case and the number of appeals associated with any issues or product deliveries contained in the integrated case is also displayed.