LESSON 1
Course
Case Management in CommCare
Course
Case Management in CommCare
Let's start this adventure!
Hi! I'm Ellie, the elephant!
I'm the Case Management Mascot, here to guide you through the course.I'll help make things fun, clear, and easy to follow.
Let's start this adventure!
Welcome
In this lesson, we’ll break down what Case Management means in CommCare and why it’s such a powerful feature.
Proceed
Survey vs Case Management Summary
Enter and re-enter information every time the user comes to visit
Enter information once, and recall it at subsequent visits
Case Management
One-Off Surveys
Proceed
Examples
Closing Amina's case hides it from the app but keeps the data for reporting..
Record Amina’s new age/ health status and the case gets updated with this new information.
If you register a new child named Amina, a case will be created.
Register a New Child - Amina
Closing Amina's Case
Updating Amina's Case
Proceed
Application
An application (also called an app) in CommCare is the digital tool you build for your program. It’s what frontline workers use on their mobile devices to register cases, fill out forms, and track visits. It helps frontline workers collect data, do visits with cases, and record information, all from one place, which is the app.
Why does it matter?
See an example
Proceed
Watch this Video!
Overview of Case Management
Clicking above will open the video in a new tab
Proceed
Quiz Time!
Time to test your case management knowledge!
00:30
1/2
Proceed
Up Next
RECAP: In this lesson, we learned what case management is and how it works.
UP NEXT: In the next lesson, we’ll explore why case management is important.
Continue Course
Lesson 2 completed!
Mark as Complete to Continue in Dimagi Academy
Once Amina's case has been created, during a future visit, if you record Amina’s new age or health status, the case gets updated with that new information. These updates are saved as case properties (like "age" or "last visit date"), which means the app remembers them and can show them again the next time you open a form for Amina. This keeps the current data of the case and helps you track real progress over time, instead of collecting one-time data that quickly becomes outdated.
When you no longer need to track a case like Amina's, maybe because she has completed the program, moved away, or is no longer eligible, you can close her case in the app. Closing a case means Amina’s record is no longer active. It won’t show up in future follow-up forms, and users won’t be able to update it anymore. Closing a case hides it from the app but keeps the data for reporting - all the information collected about Amina is still saved and can be used for reports. This helps keep the app clean and focused, so you're only seeing cases that still need follow-up.
If you register a new child named Amina using the app, a case is created for her. That case will stay in the app and can be updated with new information during future visits. Any data you collect (like Amina’s age, health status, or last visit) is saved as case properties. These can be reused in other forms or seen later during follow-up visits.
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Transcript
LESSON 1
Course
Case Management in CommCare
Course
Case Management in CommCare
Let's start this adventure!
Hi! I'm Ellie, the elephant!
I'm the Case Management Mascot, here to guide you through the course.I'll help make things fun, clear, and easy to follow.
Let's start this adventure!
Welcome
In this lesson, we’ll break down what Case Management means in CommCare and why it’s such a powerful feature.
Proceed
Survey vs Case Management Summary
Enter and re-enter information every time the user comes to visit
Enter information once, and recall it at subsequent visits
Case Management
One-Off Surveys
Proceed
Examples
Closing Amina's case hides it from the app but keeps the data for reporting..
Record Amina’s new age/ health status and the case gets updated with this new information.
If you register a new child named Amina, a case will be created.
Register a New Child - Amina
Closing Amina's Case
Updating Amina's Case
Proceed
Application
An application (also called an app) in CommCare is the digital tool you build for your program. It’s what frontline workers use on their mobile devices to register cases, fill out forms, and track visits. It helps frontline workers collect data, do visits with cases, and record information, all from one place, which is the app.
Why does it matter?
See an example
Proceed
Watch this Video!
Overview of Case Management
Clicking above will open the video in a new tab
Proceed
Quiz Time!
Time to test your case management knowledge!
00:30
1/2
Proceed
Up Next
RECAP: In this lesson, we learned what case management is and how it works. UP NEXT: In the next lesson, we’ll explore why case management is important.
Continue Course
Lesson 2 completed!
Mark as Complete to Continue in Dimagi Academy
Once Amina's case has been created, during a future visit, if you record Amina’s new age or health status, the case gets updated with that new information. These updates are saved as case properties (like "age" or "last visit date"), which means the app remembers them and can show them again the next time you open a form for Amina. This keeps the current data of the case and helps you track real progress over time, instead of collecting one-time data that quickly becomes outdated.
When you no longer need to track a case like Amina's, maybe because she has completed the program, moved away, or is no longer eligible, you can close her case in the app. Closing a case means Amina’s record is no longer active. It won’t show up in future follow-up forms, and users won’t be able to update it anymore. Closing a case hides it from the app but keeps the data for reporting - all the information collected about Amina is still saved and can be used for reports. This helps keep the app clean and focused, so you're only seeing cases that still need follow-up.
If you register a new child named Amina using the app, a case is created for her. That case will stay in the app and can be updated with new information during future visits. Any data you collect (like Amina’s age, health status, or last visit) is saved as case properties. These can be reused in other forms or seen later during follow-up visits.