A Brief Guide on Installing Case Management Systems and Software

  • By Renato Parletta
  • June 29, 2021

Table of Contents

Case Management Systems

Implementing one of the leading case management systems in your practice will help streamline your administrative processes to improve your productivity and enhance your customer service. But how do you install and implement such a solution? What should you do if you already have certain systems in place but want to migrate to a better one? This guide will help you make informed decisions on these matters!

Make sure it’s right for you

Before committing to any case management solution, you have to make sure that it is suitable to your organisation. Some providers of case management systems offer a free trial and they can also provide a demo to help you understand the features of their software and what it can do for your organisation. This is also a good time to learn about the licensing models and fees. Consider a platform with no lock-in contracts!

Cloud-based, no installation

Traditional software requires installation on every computer in the office where it must be accessed. You do not have to worry about that when you choose a cloud-based case management software solution. No installation required. It is scalable to the size and needs of your practice, and it can be accessed from any web-connected device so you can take your work anywhere. Check if the system offers an app for mobile devices for ease of access down the line.

Legacy system migration to an online case management system

Consult with the provider of case management systems and allow them to help you move your historical data into their cloud-based solution. They should have pre-canned migration scripts for most popular legacy case management platforms, so they can easily migrate your system to their platform.

Consider add-ons

Some case management systems come with add-ons that will connect the software with your accounting platform. This way, invoices and payments are synchronised between the two systems.

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