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.

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

It’s 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 doctor’s 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:

Let’s Get Technical

What this looks like in CommCareHQ’s 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: don’t require a case(but rather, create a case)

Followup Forms: require a case(because now we’re tracking something)

Pregnancy Followup FormsModule Case List

Completing a form

CCHQ

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

A form!

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 = 12/12/1990EDD = 3/23/2013

A Case!

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

FormCase

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 = 12/12/1990EDD = 3/23/2013

tetanus1 = yestetanus2 = 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 = 12/12/1990EDD = 3/23/2013

tetanus1 = yestetanus2 = 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 = yesanc2 = no

yes

CCHQ

Completing a Close Form

CCHQ

• Opening the form loads latest data from the case into the form

Monica

DOB = 12/12/1990EDD = 3/23/2013

tetanus1 = yestetanus2 = yes

anc1 = yesanc2 = no

baby_born = yes

CASE CLOSED

• 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?