Speedy access to information. The intuitive case selector enables quick and easy access to case information. Feedback from customers indicates that they can locate client files in seconds which saves time and money. Case information is always available for viewing or reporting, even if someone else is currently modifying a cases information.
Assist in providing procedures and standards. The system can help case managers follow a process and has been especially useful for new companies in providing a framework for new case managers. The use of standard templates in the documentation also assists in providing consistent standards for all outgoing correspondence.
Integrated with Microsoft Office. Case Manager provides a seamless interface with Microsoft Word for creating and referencing documentation. Case Manager integrates with Microsoft Word which enables
information from the database to be inserted into user defined standard templates. The ease of use of this feature greatly reduces the amount of word processing. A standard letter can be created and printed in seconds.
Reports and letters can be saved in pdf format and sent via email.
Integration with MS Excel also allows you to export data from Case Manager
into an spreadsheet to do ad hoc queries and analysis.
Integration with any accounting package. Because of the variety of systems that Case manager is used for (eg. Consulting work, WorkCover, Comcare, Medicare), it incorporates a flexible charging/billing module. Fee schedule and activity codes are configured by the user, and attached on a case by case basis. Activities can be billed using a time based fee schedule, a unit price override, or a flat fee. Once invoices have been generated, you can synchronise the information with your accounting package using the Case Manager Journal Entry facility.
