Case Management - Scenarios

Process Name	CM-1 Submit a Case Request	Comments
Description	Both internal and external (to HEE) users can send a referral, or case request to the Case Management Team for consideration
Actors
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Rules
JIRA
Audit Log

Process Name	CM-2 Search Referrals/Cases	Comments
Description	HEE Admins and case managers can search for a case from the list page and click through to view in more detail
Actors
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Process Steps
Alternative Process
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JIRA Links
Audit Log

Process Name	CM-3 View/Edit Referrals/Cases	Comments
Description	HEE Admins and case managers can view and edit the detail within a case; this includes any relevant notifications to the trainee and referrer
Actors
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Post-Conditions
Process Steps		Statuses submitted accepted returned
Alternative Process
Rules
JIRA Links
Audit Log

Process Name	CM-4 Triage case	Comments
Description	HEE admins can review and apply statuses to a referral which will trigger the next stage of activity against a referral / case
Actors
Pre-Conditions
Post-Conditions
Process Steps		Statuses submitted accepted returned Outcomes Who will be the case manager What support is relevant i.e. OH, Exam Support, LTFT/OOP/Supernumerary, Occupational health etc. Returned to be managed at school level
Alternative Process
Rules
JIRA Links
Audit Log