7 Features of a Great Case Management System

An effective Case Management System(CMS) can help you save time and money. However, there are many case management solutions recently so it is difficult to choose the right one. Check it out to see what features you need in your system.

  1. Centralized Database
    A case management system with centralized database stores all the case data in any form such as case notes, audio, video file, report and graphs in a single location, in which you won’t have any misplaced forms. Moreover, it speeds up information sharing and encourages collaboration to let you share access to all case files with colleagues instantly. In addition, it is easy to search for information. Hence, it is better than an Excel spreadsheet because you don’t need too much effort to find where they are.

  2. Data Analysis Tool
    The built-in data analysis tools in case management systems such as charts, dashboards, and graphs allow you to track the index or metrics. Hence, the collection of the data can help you for better decision-making. Also, it is convenient as you can immediately create your graphs without importing files. The data analysis tool can provide valuable insight into the data. Therefore, business operations are also improved.

  3. Case-Linking Capabilities
    Some case management systems offer an automatic case linking feature, which works by automatically connecting links between different cases based on the present standard. Except for this, some systems allow you to link the cases manually. Searching the keywords such as name, case category, or location can help the user filter similar cases. Hence, business operations are easier.

  4. Workflow and Scheduling Capabilities
    There are many benefits of a good case management system, it can simplify, standardize and automate the job for you. Most importantly, it can help provide workflow and scheduling functions, customizing your process. Standardizing information collection can prevent you from misfiling the information. Hence, your business becomes more smooth.

  5. Role-Based Access
    Role-based functions will be provided in many case management systems. These built-in rules limit access according to different roles. For example, some roles can only view but can’t edit and delete. This not only can restrict colleagues but also clients. The users can give the right access at the right time and information to the client. Hence, this can ensure better management of compliance with little effort.

  6. Stringent Security Standards
    When it is about putting personal information or other confidential details online, you are always concerned about security problems. Hence, security standards are the first concerning factor for case management system providers. As it is important to have a high-class security standard, choose some case management system provider that hosts the files on their secure servers, to ensure they’re protected from unauthorized deletion, copying, and alteration.

  7. Exceptional Service and Support
    Check the customer service record of your system provider to see which kind of support they offer. For example, whether they are providing service in 24 hours or just within business hours. Because when you are urgent to ask some questions, you may expect your system provider will give you an immediate response and help. Also, the system provider must allow you to be involved in the development. This helps you to get used to the system in the early stages and make sure the final development matches your idea.

    AppTask provides various professional solutions. Feel free to contact us and ask for a consultation.