case management overview. a case is a record of anything you want to follow over time. some examples...
TRANSCRIPT
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?