Business analysis > Curam Integrated Case Management Guide > Ongoing Case Management

Using The Case Calendar to Schedule Meetings and Track Case Events

The case calendar is used to schedule meetings and track events and activities to meet the needs of clients and their families. Meetings are appointments scheduled by a case worker concerning a client or a case to which other users or participants are invited. For example, a meeting may be held to determine the appropriate course of action for a family. An event is an individual milestone of significance to a case.

Events can be automatically created by the system as a result of case processing or manually created by a user. The following events can be created by a user manually: case activities, case referrals, case reviews, and appeals on services. An example of an event automatically created by the system is the case closure event which is created when a case is closed.

A calendar is provided for all events. Each calendar displays the name of the event and the date on which the event occurs in the appropriate date entry.

• Scheduling Meetings and Recording Meeting Minutes
  
• Scheduling Activities
  
• Referring Clients for Services
  
• Setting up Case Reviews
  
• Appealing Services
  
• System Generated Events
  

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