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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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case management software

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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case management system

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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“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

“With increasingly stringent federal policies around record-keeping and due diligence, compliance professionals are under real pressure to demonstrate consistency and rigor throughout their case management processes. Case IQ delivers a rock-solid solution.”

- Tom Fox, “The Compliance Evangelist”

“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

“Everyone needs [Case IQ]. Our human resources department uses it to track “situations” that come to their attention. They really like that they can assign cases to staff, automatically maintain the history of the case and also set notifications for important due dates.”

- Agency in Government Administration

“[Case IQ] was easy to set up, learn and use. A much better way to collect incident information and trend data. This enables our organization to craft smarter risk management strategies.”

- Lance Norris, HSE Director, REDI Services Inc.

“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

“With increasingly stringent federal policies around record-keeping and due diligence, compliance professionals are under real pressure to demonstrate consistency and rigor throughout their case management processes. Case IQ delivers a rock-solid solution.”

- Tom Fox, “The Compliance Evangelist”

“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

“Everyone needs [Case IQ]. Our human resources department uses it to track “situations” that come to their attention. They really like that they can assign cases to staff, automatically maintain the history of the case and also set notifications for important due dates.”

- Agency in Government Administration

“[Case IQ] was easy to set up, learn and use. A much better way to collect incident information and trend data. This enables our organization to craft smarter risk management strategies.”

- Lance Norris, HSE Director, REDI Services Inc.

“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

“With increasingly stringent federal policies around record-keeping and due diligence, compliance professionals are under real pressure to demonstrate consistency and rigor throughout their case management processes. Case IQ delivers a rock-solid solution.”

- Tom Fox, “The Compliance Evangelist”

“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

“Everyone needs [Case IQ]. Our human resources department uses it to track “situations” that come to their attention. They really like that they can assign cases to staff, automatically maintain the history of the case and also set notifications for important due dates.”

- Agency in Government Administration

“[Case IQ] was easy to set up, learn and use. A much better way to collect incident information and trend data. This enables our organization to craft smarter risk management strategies.”

- Lance Norris, HSE Director, REDI Services Inc.

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

Ready to learn more?

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