Case management overview

A case is a record of anything you want to follow over time. Some examples of cases are: What is a case? Baby Pregnant woman Household Water pump

Its likely that your application is tracking many cases (e.g. many pregnant women)

But what is a case really? A mini patient record, but on the phone Or like a doctors chart – Does not contain ALL collected data – Instead it only contains data you have chosen to save, because it is useful during the visit

Form Data Case Data It is a subset of form data which is useful to: Create a case list and Pass information between forms Case Data Case data lives on phone:

Lets Get Technical What this looks like in CommCareHQs App Builder

A module is a collection of forms about the same type of case. Modules also help you organize forms according to topics. CommCare applications are comprised of forms & modules Module Form Module Forms A form contains questions about the case

Modules on the Phone Registration Module: contains registration forms Follow-Up Modules: contain follow-up and close forms

Registration Forms: dont require a case (but rather, create a case) Followup Forms: require a case (because now were tracking something) Pregnancy Followup Forms Module Case List

Completing a form CCHQ When complete, the phone sends your form to the server. All data is stored there - forever!

Completing a Registration Form CCHQ For registration, you must set the form to open a case That way, on completion, registration form opens a case on the phone Monica DOB = 12/12/1990 EDD = 3/23/2013

And remember…no connection available? No problem! The case is still opened, and saved on the phone!

Opening a Form Loads some data from the case into the form – You pick which data – Pick based on what you need in the form (logic, decision support) Completing a Form Saves some data from the form to the case – You pick which data – Pick based on what you want to use later in other forms Sends all the form data to CommCareHQ Name, DOB, EDD, Village Name? DOB? EDD? Village? CCHQ Name? DOB? EDD? Village? Form Case

Completing a Follow-up Form CCHQ Opening the form loads certain data that you have selected from the case into the form Monica DOB = 12/12/1990 EDD = 3/23/2013 tetanus1 = yes tetanus2 = no Completing the form saves data from the form to the case All data is sent to the server. Only some updates the case, you choose which. CCHQ

Completing A Follow-up Form Again CCHQ Opening the form loads data you have selected from the case into the form Monica DOB = 12/12/1990 EDD = 3/23/2013 tetanus1 = yes tetanus2 = no Completing the form saves selected data from the form to the case Form data can update existing case data, or save new case data anc1 = yes anc2 = no yes CCHQ

Completing a Close Form CCHQ Opening the form loads latest data from the case into the form Monica DOB = 12/12/1990 EDD = 3/23/2013 tetanus1 = yes tetanus2 = yes anc1 = yes anc2 = no baby_born = yes You must set this form so that completing it saves data from the form to the case and closes the case. Case is removed from phone!

Questions?