Imagine you’re a frontline worker preparing for a visit. With multiple clients to serve, staying organized is critical. Before heading out, you open your phone and instantly see notes from your last visit: a sick child who needed follow-up, a farmer whose fertilizer order arrived, a client whose legal referral was just completed. You’re not starting from scratch. You’re picking up exactly where you left off.
This is case management in action.
Why Case Management Changes Everything
Case management transforms how frontline workers deliver essential services by connecting every interaction into a continuous story. Instead of treating each visit as isolated, CommCare tracks key details across time, building a complete picture of each person you serve.
Here’s what that means in practice:
For frontline workers, it means no more shuffling through papers or relying on memory. Your caseload is organized with visual indicators showing who needs urgent attention. When you open a form, the client’s history is already there; their previous visits, current needs, and next steps.
For organizations, it means tracking individuals, households, or entities over time with rich data that shows real impact. You can connect workflows across different programs, reduce duplicate data entry, and see how services link together. One community health organization reduced visit preparation time by 35% simply by implementing structured case management.
For the people you serve, it means more personalized care. Workers arrive prepared, remember their circumstances, and can act faster when needs are urgent.
Introducing Dimagi Academy’s Newest Course
We’re thrilled to announce the launch of Dimagi Academy’s brand-new Case Management Course, created in response to the growing need for comprehensive, accessible training on this powerful feature.
As organizations continue to scale their operations and expand their impact, the ability to manage cases efficiently becomes increasingly crucial. We recognized the need for a course that breaks down case management concepts into clear, actionable steps, helping users maximize the potential of CommCare.
This interactive, self-paced training simplifies even the most complex concepts into short, easy-to-follow lessons with real-world CommCare examples you can apply right away.
By the end of the course, you’ll understand:
- What case management is and why it matters
- How it improves your app’s performance and user experience
- The lifecycle of a case from creation to closure
Designed for Beginners. Valuable for Everyone.
Whether you’re building your first app or refreshing your skills, this course has been designed with you in mind. It’s interactive, relevant across different sectors, and will help you master a feature that sets CommCare apart from other digital tools.
If you’ve ever struggled to connect forms or track progress across visits, this course will guide you through understanding and implementing case management in your projects.
Coming Soon! Unit 3: Build a Real App with Us
Units 1 and 2 are available now! Later, we’ll release Unit 3, a companion module that walks you through creating a real-life application, setting up case management from scratch and seeing it come to life in CommCare.
Enrol Today
Start learning today by signing up for the Case Management Course. To explore more learning opportunities, visit Dimagi Academy.
