Case (DEX)

A method to capture one or more instances of service (known as sessions) received by a client or group of clients that is expected to lead to a distinct outcome. A case may contain between one and an unlimited number of sessions.

A case record helps understand what funded activity is being delivered, the location it is being delivered from, the reason clients came to the service and the number of clients receiving a service. Each organisation can create cases in a format that best suits their needs. For users of the web-based portal, cases facilitate navigation and hold clients and sessions together.

• A case can operate over multiple reporting periods, for instance if a client returns to receive the same service.
• Depending on the nature of the service, a case can contain an individual, a couple, a family, or an unrelated group of individuals, such as a regular weekly or monthly group meeting.
• If a client attends a number of different funded activities, each of these is treated as a separate case.
• If a client receives the same services from a number of different locations (known as outlets) managed under the same program activity, each of these is treated as a separate case.
• To report a case, details are recorded about the activity, the location (or outlet) where the service occurred, and the client who will receive the service associated with that case record.