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Case Management System Features

What will the system do?

The new Case Management System will improve workflows and help with processes. Here are a few features of the new system.


  • ​Mobile access - use on phone, tablet or laptop
  • Transfers between CMEs
  • Working with other state systems
  • ​Entering data - reduce repeat entries in different systems
  • Reports that are easy to search with filters
  • Tracking time for deadlines
  • Assessment data

  • ​Eligibility
  • Intake
  • Referral
  • Individual Support Plan (ISP)
  • Service agreements
  • Notifications for workflow management

  • Cloud storage
  • Progress notes for case managers
  • Record keeping
  • Secure file transfer
  • Secure document sharing
  • Electronic signatures and approvals

  • ​Automated notices
  • Public access
  • Secure messaging
  • Support for multiple languages for public notices
  • Calendar function for scheduling​​

  • ​CME and ODDS tracking​
  • Serious incident and recommended action reporting
  • Death review tracking
  • Audit trail

  • ​Data linking
  • Standard and ad hoc reporting
  • Race, Ethnicity, Language and Disability (REALD)​
  • Sexual Orientation and Gender Identity (SOGI) data tracking
  • Workload tracking
  • Process tracking
  • Staff dashboards