Platform Features

Case Management

Streamline case management with clear communication, precise organization and unquestionable security using Case IQ’s case management tool.

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Screenshot of Case IQ platform showing a case management interface with case details, activity, calendar, notes, and files.

Centralized Documentation

Get the most out of your case management system with the powerful platform features from Case IQ’s case management software. Streamline and secure your investigation workflow with centralized documentation, ensuring that every piece of data is stored safely in one place.

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Clear Case Ownership

Once a case owner is designated, our case management system notifies that employee with an automated alert. This notification includes a direct link to the case, a timetable, workflow and all other relevant case information.

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Detailed Case Histories

Case IQ’s case automation makes clear documentation easier and more intuitive than ever. Our case management software automatically tracks and records all document access, views, edits and updates for every case, large or small.

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case management platform

One-Click Reports

Create accurate, detailed, and organized investigation reports in seconds. This feature alone can save an investigator hours wasted tracking down information or cutting and pasting text between documents.

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“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“Employees are able to spend more time in the field producing billable hours versus time out of the field to complete reports.”

- Lynann DeCusatis, Interim CEO, Home Health Care Management

“Data lives in one place, versus living on spreadsheets that could end up anywhere. That eliminates a huge risk.”

- Ben Farber, Correctional Health Services’ Senior Associate Director for Planning and Analysis, NYCHH

“[Case IQ] allows us to manage all our HR investigations to include Title IX with ease. We are able to assign, access and manage the investigative processes quickly and efficiently. We use the data generated for reporting to track trends and identify problem areas within the organization.”

- Administrator in Human Resources

“[A game changer for our team. [Case IQ] is very easy to use. […] From the initial launch we have been able to improve our workflow and accountability. With the configurable workflows and the reporting tool, we have been able to more quickly identify areas that need to be improved and train our staff.”

- Eric O., Director of Compliance Audits

“Since implementing [Case IQ], responding to reports was reduced from an hour to minutes, and detailed reporting provides information on the numbers and types of cases to help with training and prevention.”

- Jonaura Wisdom, Director, EEO & Civil Rights Compliance

“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“Employees are able to spend more time in the field producing billable hours versus time out of the field to complete reports.”

- Lynann DeCusatis, Interim CEO, Home Health Care Management

“Data lives in one place, versus living on spreadsheets that could end up anywhere. That eliminates a huge risk.”

- Ben Farber, Correctional Health Services’ Senior Associate Director for Planning and Analysis, NYCHH

“[Case IQ] allows us to manage all our HR investigations to include Title IX with ease. We are able to assign, access and manage the investigative processes quickly and efficiently. We use the data generated for reporting to track trends and identify problem areas within the organization.”

- Administrator in Human Resources

“[A game changer for our team. [Case IQ] is very easy to use. […] From the initial launch we have been able to improve our workflow and accountability. With the configurable workflows and the reporting tool, we have been able to more quickly identify areas that need to be improved and train our staff.”

- Eric O., Director of Compliance Audits

“Since implementing [Case IQ], responding to reports was reduced from an hour to minutes, and detailed reporting provides information on the numbers and types of cases to help with training and prevention.”

- Jonaura Wisdom, Director, EEO & Civil Rights Compliance

“Before Case IQ we had all of our cases on a spreadsheet with no analytics. Now we can run and create our own reports while being able to see every case that has come through the ER department. “

Alex McKinney HR Generalist, Spring Education Group

“Employees are able to spend more time in the field producing billable hours versus time out of the field to complete reports.”

- Lynann DeCusatis, Interim CEO, Home Health Care Management

“Data lives in one place, versus living on spreadsheets that could end up anywhere. That eliminates a huge risk.”

- Ben Farber, Correctional Health Services’ Senior Associate Director for Planning and Analysis, NYCHH

“[Case IQ] allows us to manage all our HR investigations to include Title IX with ease. We are able to assign, access and manage the investigative processes quickly and efficiently. We use the data generated for reporting to track trends and identify problem areas within the organization.”

- Administrator in Human Resources

“[A game changer for our team. [Case IQ] is very easy to use. […] From the initial launch we have been able to improve our workflow and accountability. With the configurable workflows and the reporting tool, we have been able to more quickly identify areas that need to be improved and train our staff.”

- Eric O., Director of Compliance Audits

“Since implementing [Case IQ], responding to reports was reduced from an hour to minutes, and detailed reporting provides information on the numbers and types of cases to help with training and prevention.”

- Jonaura Wisdom, Director, EEO & Civil Rights Compliance
Built for efficiency

Every investigation poses financial and reputational risks to an organization. The longer a case is open, the greater the risk, so it is crucial to emphasize speed and efficiency at every point in case management processes.

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Intuitive customization

User-configurable workflow, user roles and form fields give you a case management system that works exactly how your organization needs it to.

Collaboration made simple

Clear communication and smooth teamwork are built into every facet of the Case IQ platform. Add or remove team members as needed.

Highlight similar cases

Spotting patterns and trends can help prevent future problems. Our investigation case management software flags similarities that you may not notice otherwise.

Automated notifications

Our case management tool is optimized to help you avoid unnecessary delays. Share approvals, alerts and updates instantly and automatically.

Modern Case Management Platform
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