Great for small and medium teams
A complete hub for any data-driven investigations, including case management, analysis and workflows.
Case management is the procedure of managing data, documents, service requests, investigations, complaints, and incidents that require action in an organization. It involves recording, monitoring, and implementing required actions. It is a complex process that requires a combination of both manual and electronic workflows, such as an incoming complaint, a submitted claim, an application, or a claim that is moving to litigation.
Case management software is designed to support this process. The software helps in management collaboration, workflow ease, image and content storage, decision-making, and processing of electronic files or cases.
The process of case management
The case management process is divided into the following individual steps :
Once a complaint or a problem arises, it is important to analyze and decide whether actions are required. Investigators need to assess if the problem or situation is real and if the case requires a process.
Assessing is screening in depth. Here, investigators dive deep into the problem to find an appropriate solution. Often, in-person meetings or questionnaires are used to gather all the relevant information.
After analyzing and assessing the problem, investigators evaluate the risk associated with it to set priority. This helps in understanding the severity of the case and planning for a solution.
In the planning phase, investigators decide on actions and goals depending on the assessment of the problem. Resources that will be needed and the time required to solve the case will be planned.
The plans will be implemented to get the required results. In this stage, actions will be assigned and carried out by individuals as directed. This stage will reveal whether the plans and methods are effective.
Following up :
The implementation of the plans must be followed up to ensure that everything is working out accordingly. If not, then the plan must be reassessed to find an appropriate solution.
How does case management help investigators?
How can Hubstream help investigators with case management?
Hubstream, a case management solution, lets companies track and store information in a centralized location and report on their data. All case data is available in one secured environment and access to different types of users.
With Hubstream, one can perform actions such as setting reminders, alerts, appointments, and assigning tasks, tracking deadlines, sending, and receiving emails, taking notes, approving requests, easily navigating to case files and finding networks and links.
Reporting under case management is an essential task and having a tool such as Hubstream benefits both the user and the organization as it allows the creation of new reports, performs deeper analysis, builds personalized dashboards, uses charts, and graphs for better visuals, and enables easy transfer via email.
Hubstream ONE’s case management and intelligence hub template is helpful for organizations with a large amount of data that needs to be managed efficiently. It is suitable for both small and large teams with a huge amount of structured and unstructured data and allows working with a team of investigators and other stakeholders.