Deciding on the right case management solution requires insight into how effectively cases and projects can be monitored. Typically, these solutions are a collaborative effort with many stakeholders. Detailed tracking and documentation are utilized to oversee the processes of case actions and resolutions.
Businesses looking to streamline workflows seek solutions that record, monitor, and analyze all of the elements of a case. These processes include data collecting, compliance tracking, and project management. A case management solution can be tailored to meet company-specific goals related to vendor management, onboarding, and risk assessment.
To select the correct case management solution, you must identify the objectives your company needs to meet and determine how these needs can be met with a case management software. From there, you can choose which model best reflects these conditions and supports favorable outcomes. For more information on selecting the right case management system for your team, read on for step-by-step guidance.
Determining Company Goals
Define your company goals before deciding on your system. In doing so, you can highlight how a case management system can produce the results you need. Thoroughly review your industry and company-specific terms and conditions regarding what you want to accomplish by integrating a case management solution.
Selecting Your Case Management System
The next step is deciding on which model is best for your organization. The four models to contemplate include the following:
- Brokerage model
- ICM model
- Clinical case management
- Strengths-focused
Every model has a unique focus, and while these points can be modified, you want to consider which model has a framework that is, in some capacity, already set up for success.
- Case managers whose primary role is gathering data and reporting may fare best with the brokerage model, as this model emphasizes continual monitoring instead of direct involvement with individuals.
- ICM case management system frameworks are best for case managers who are constantly engaged in customer case information. Completing routine evaluations, follow-up appointments, and additional services are necessary for continual support.
- Clinical case management is ideal for case managers who work one-on-one with customers to develop and assess treatment plans in clinical therapy, recovery, social work, and crisis intervention.
- A strengths-focused model identifies the individual’s strengths to establish a treatment plan. Personal goals for treatment are outlined, and a plan that matches their needs is created. There is a clear focus on critical evaluation, reporting, and real-time intervention for monitoring case documents.
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Ensuring Your Model Contains The Essentials
Ensure that the case management system you choose has all the core essentials. Verify that the workflow includes screening, risk assessment, planning, implementation, follow-ups, and evaluation, as these are the main tasks case managers are responsible for. The main goal is to establish a workflow that addresses issues and resolves them.
An All-in-one Solution
Ultimately, choose an all-encompassing resource for your case management system. By understanding your company’s goals, you can choose a solution that is the perfect fit for the unique goals of your business.
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