What Are the Different Case Management Tools?

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  • Written By: Whitney Leigh White
  • Edited By: E. E. Hubbard
  • Last Modified Date: 08 October 2019
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There is a multitude of different case management tools that are utilized by companies operating within a number of different industries. Most times, companies and organizations will use some type of case management tool that is software based, but other times they might use collaborative tools, which require in-person assessments and meetings. No matter what type of case management tools are being utilized, companies generally endure a number of benefits, including enhanced customer satisfaction and increased operational efficiency. Some companies even use case management tools to automate billing processes, which is particularly seen within companies that bill charges to government and insurance agencies or entities.

When law firms and legal entities use legal case management software, many benefits are endured. Most legal case management tools will enable a law firm to maintain a detailed and confidential file of each clients’ information, which is easily accessible by those with authorization. Any time a change is made to a client’s information, everyone with access to the software program is immediately updated. By utilizing this type of case management tool, law offices are also easily able to schedule meetings and appointments without conflicting an attorney’s existing schedule. This type of management tool enables law office employees to monitor large caseloads in real time, enabling the law firm to effectively and efficiently operate.


Many healthcare facilities will use healthcare case management tools that are software-based. This type of software helps healthcare facilities to keep track of referrals and existing patients, as well as those patients who no longer visit the facility. Within each patient’s case file, detailed information related to the planning and delivery of his or her care is present, which enables the facility to easily track each patient’s past and current status. The software also allows the facility to determine the effectiveness of the programs it offers to its patients, which then enables the facility to see where adjustments need to be made. Healthcare case management tools are also the type most abundantly used when a facility needs to automate its billing services.

Case management tools that are not software-based are often times used within family service facilities, such as social services departments. These tools frequently require the user to perform collaborative, family-screening, and observation activities. Many family service facilities have found that they can effectively provide families with appropriate services by first performing these types of activities, which enables the facilities to identify and focus on the needs of each family. This allows for the most effective services to be provided.


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