Case search functionality is provided for accessing specific case information across the whole organization.The application provides two types of case search: standard search and enhanced search. A quick search facility is also provided which allows the case worker to perform a quick search by reference number.
The standard case search allows case workers to search for a case by case reference number and/or client reference number. The client reference number is an identification for a person or prospect person, for example, a passport number or medical card number. Searching by client reference number allows the case worker to search for any cases which involve the case participant who the client reference number relates to.
Case workers can also search for cases by case name, case status, or case start and end date. The case search also provides a number of filter options. These options allow case workers to filter the case search to only display cases that have an associated appeal, issue, investigation, and/or service plans. For example, if a case worker searches for benefit products with a status of open and filters the search to only display cases with issues, the search will only display open benefit products that have an associated issue.
The enhanced case search facility allows case workers to specify the same search criteria as the standard case search. The enhanced case search differs from the standard case search in that case workers can specify a client name as additional search criteria. This allows case workers to differentiate between cases for clients with the same name.
The agency can configure if a type of case is listed as a filter option on the case search on a case-by-case basis as part of administration. For more information, see Configuring Case Types.
The type of search facility that is used by the agency is also configured as part of the application administration using an application property. For information on configuring the case search, see the Cúram Integrated Case Management Configuration Guide.