Cases are used to manage the determination of eligibility and the delivery of benefits and services to person participants and prospect person participants. A case refers to an integrated case or product delivery case.
If a person participant or prospect person participant is recorded as a case member, the case is automatically added to the person's list of cases. This enables the user to see how the person participant or prospect person participant is interacting with the organization. It also provides a convenient way of accessing any cases that relate to that person. The organization may wish to restrict the case list view to cases where the person participant or prospect participant is the primary client for the case. This is defined during system administration.
The user can also view any service plans, assessments, screenings, investigations and issues where the person participant or prospect person participant is the primary client.