7 Reasons Why You Need a Tool for Managing Patient Cases

Managing Patient Cases

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Patient Cases managers are responsible for the coordination of services within a multidisciplinary team. They actively engage patients by asking questions and seeking feedback and insight to enhance care and service delivery. In other words, case management is a hands-on approach to service delivery. It’s not about doing things for the patient; it’s about working with the patient to achieve desired outcomes. According to the National Center for Biotechnology Information, case management is integrating support services with a care plan that optimizes the patient experience. As we know, positive patient experiences are critical to the success of our practice. Collaborating with patients is the key to effective case management. It means accommodating patient preferences and communicating in an intentional manner.

As healthcare organizations strive to improve patient experiences and reduce costs, digital transformation is enabling them to move from a volume-based to a value-based model. This shift requires adopting new processes that rely on automation and implementing software solutions for managing patient cases more effectively. A case management system has several records for each patient: primary, secondary, tertiary, etc. Each case type has its own set of attributes that are distinct from other types. Once you know what data you need to record about each case type and what’s different between them, you can create fields specific to each type. In this blog post, we will explore seven reasons why it’s important to manage patient cases with a tool that tags patients.

You can use case management tools, such as Patient Tagging, to keep track of patients in a way that suits your practice. In addition, you can use tagging to automate workflow to a degree that would otherwise require manual effort. Below are the seven reasons why a healthcare provider needs a tool for managing patient cases. 

Record Accurate and Complete Patient Data

One of the main reasons why you need a tool that tags patients is to record accurate and complete patient data. You will likely be using your case management tool to collect data like Name, Address, Date of Birth, Phone number, Email address, Health insurance information (e.g. name of insurer, policy number, etc.), Medical history, and other key details that are relevant to the patient’s situation and healthcare journey. Depending on the type of caregiver you work for, you may also need to enter data like Occupation, Ethnicity, Child care information, or other key details that are used to determine the frequency of care or treatment.

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Assign Team Members to Cases

Healthcare organizations that use a case management system tend to assign each patient to one or more team members. They are responsible for completing certain tasks in order to facilitate the delivery of care. Depending on the organization, you may be responsible for booking appointments, confirming appointments, or scheduling procedures. If you work for a health insurance provider, you may need to enter insurance claims. In any case, there’s a record for each patient within your case management system. Once you assign a team member to a case, you can track their progress in real-time and analyze performance data over time. You can also assign tasks to one or more team members or assign a care plan to a patient to track progress. Hucu.ai App has a HIPAA-compliant cloud-based data storage once the data of the patients are entered accurately and completely then it can be accessed anywhere in the world.

Ensure Accuracy of Diagnosis and Other Key Data Points

Another important reason why you need a tool that tags patients is to ensure the accuracy of diagnosis and other key data points. Healthcare organizations are under pressure to improve outcomes and reduce costs. Healthcare providers have to comply with government-regulated standards and guidelines. Case management tools enable healthcare providers to meet regulatory and compliance obligations by improving the accuracy of diagnosis codes. Data accuracy can also be improved through quality assurance checks. Depending on the organization, there may be a Quality Assurance (QA) team responsible for validating key data points like Date of birth, Name of the insurance company, Address, etc. Moreover, a case management tool can be used to improve the accuracy of diagnosis codes through pre-built templates for each case type. You can select the appropriate template for the case type and record the data in a structured format. It helps the data collector to be consistent when entering the data and prevents inaccuracies.

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Track Progress of Care Plans Over Time

A case management tool can also be used to track the progress of care plans over time. You can create a care plan for each case type to track the progress. You can assign tasks to team members, track time spent on tasks, and generate reports to analyze performance data. You can also add a due date to each task to monitor its progress and determine if any adjustments need to be made. Overall, it will help you to track the progress of all care plans in your organization and facilitate the delivery of care.

Streamline Communication Between Teams

A case management tool can also be used to streamline communication between teams. Healthcare organizations are complex, team-based organizations. When you use a case management tool to manage your patient cases, you can create sub-teams for each case type to ensure clear communication. For example, you can create a sub-team for each case type like Claims, Appointment scheduling, Diagnosis codes, etc. You can also create sub-teams for each team member to help with communication and reduce miscommunication.

Help Identify Root Cause for Failure to Meet KPIs

Another great reason why you need a tool that tags patients is to help identify the root cause for failure to meet key performance indicators (KPIs). Healthcare organizations strive to meet KPIs like an Increase in the number of patients, Reduction in waiting time, Increase in revenue, Reduction in turnover rate, etc. A case management tool can help you determine root causes for failure to meet key performance indicators and help you implement corrective actions accordingly. You can use data from your case management tool to generate a report and identify the reasons for failure to meet a KPI.

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It Will Help you Determine Where to Focus your Efforts

A case management tool also helps you determine where to focus your efforts. Healthcare organizations strive to improve the overall healthcare experience and reduce costs. In order to meet these objectives and comply with regulatory requirements, organizations use different types of software solutions. They are often implemented as a pilot before being rolled out to the rest of the organization. A case management tool can help you determine where to focus your efforts by providing insights into where issues exist. You can analyze performance data to determine where issues exist. You can also identify trends and patterns, which may help you to indicate what areas need to be improved.


Hucu.ai App is a cloud-based software that can help to manage your patient cases and improve your ability to deliver healthcare. This tool can help you to record accurate and complete patient data, assign team members to cases, ensure accuracy of diagnosis and other key data points, track the progress of care plans over time, and streamline communication between healthcare teams. Furthermore, Hucu.ai app can help you to identify the root cause of failure to meet KPIs and help you to determine where to focus your efforts.

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