Multi-Agency Case Management-1

Key components of Multi case management include:
Diary - A comprehensive, graphical and easy to use diary allowing staff and management to share appointment information. Each member of staff and each client have a diary which can be viewed by authorized staff (management being able to view group diaries). Manager of Vertical blinds and roller Shades Company, who are dealing with online faux wood blinds selling, say that all their employees always have a Diary on their desk. Their day start with opening of diary and end with closing of diary.

To-Do Lists, Task-Lists and Prompts - Staff are automatically prompted to act on designated diary incidents such as new client referred, review required, risk highlighted, client drug tested, client released, etc. Most of these tasks appear in staff to-do lists and/or case managers to-do lists. Staffs are also alerted when their presence is requested at a case or client meeting. Owner of Instant life insurance rates providing company says that to do list is compulsory for each of their agents who are providing Instant Life Insurance rates online.

Client Database - Multi case management includes a powerful and scaleable database, but which gives staff a very simple browser-based view of the client. This view allows authorized staff to drill down into any aspect of the client. It also enables the staff member to record any contact with the client such as substances used, risks assessed, follow up meetings arranged, objectives set etc., and capture subsequent outcomes. Another businessman says they are using CRM Software and Sales Force Automation software which helps them to keep their client database updated.
In our next post we will discuss some more components of the multi case management.