Go beyond surveys
With powerful case management, CommCare turns one-off data collection into a living record: assign it, share it, follow up on it, and see the full history at every visit.
Surveys weren’t built to follow a story
A survey tool is a great place to start. But it captures one moment and then files it away, with nothing tying today’s visit to the last one. As a program grows past one-off data collection, teams need a single record that keeps up, not a pile of disconnected forms.
Twenty loose forms, or one connected record
The same client generates a lot of forms. The difference is whether anything holds them together.
Twenty forms, one client
Every visit is its own form, and nothing ties them together. The story lives in a pile, or in someone’s head.
One record, connected across areas
One connected record. Every visit updates the same case, and it links out across referrals, household, location, team, and reports.
We chose CommCare for its flexibility to customize forms, its ability to have advanced case management for different types of clients, and its offline capability in the field.
Rewas AbdullahSEED Foundation · Senior MEAL ManagerFrom list to full case history
Step through every screen a worker actually uses, from the caseload they start on to updating many cases at once.
Every case your team is tracking, in one list
- Sort and flag by what is due before you open anything
- See status for every case at a glance
- Built from the same case data your reports and dashboards use
Open a case, see the whole history
- The full record: history, status, and next visit due
- Jump straight into the next follow-up form from the case
- Anyone can pick up right where the last visit left off
See every case on the map
- Administrative boundaries render right on the case list map
- Every case shows in its real geographic context
- Supervisors see where each case stands at a glance
Assign, share, and refer
- Assign a case by role, group, or location
- Share a caseload so coverage never depends on one person
- Refer and escalate without losing any history
Bulk update and link cases
- Save to multiple cases at once: One form creates, updates, or closes cases across multiple case types in a single submission.
- Link to parent cases: Establish parent and child relationships directly from form actions, without complex configuration.
- Modify an unrelated case: Update any case in the system from any form, not just the case the form was opened against.
Edit many cases at once
- Filter to the exact set of cases you need
- Deduplicate, correct, and update them together
- Clean up data program-wide without touching records one by one
Case management, where it counts
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