Case Summary

The ‘Case Summary’ report in Reports module of Retention CRM provides Nonprofits, Associations and Chambers of Commerce with a high-level overview of their cases within a specified date range. It categorizes cases by status, staff member assigned, case type, and role involved. This allows you to analyze trends and identify areas needing attention.

General Functionality of ‘Case Summary’ Report

General Fields:

• Contact Name: The name of the individual associated with the case.
• Case ID: A unique identifier assigned to the case.
• Case Subject: A brief description of the case.
• Status: The current stage of the case (e.g., Open, Pending, Closed).
• Case Type: The category of the case (e.g., Inquiry, Complaint, Disciplinary).
• Start Date: The date the case was opened.
• End Date: The date the case was closed (if applicable).
• Staff Member: The staff person assigned to the case.
• Relationship: The connection between the contact and the association (e.g., Member, Applicant).

Using ‘Case Summary’ Report in Association Management

Nursing Association Context:

• Contact Name: This would typically be a nurse or healthcare professional seeking assistance.
• Case ID: A unique identifier for the nurse’s case.
• Case Subject: A brief description of the nurse’s case (e.g., License renewal assistance, legal consultation, disciplinary hearing).
• Status: The current stage of the case (e.g., Awaiting documentation, Under review, Closed).
• Case Type: The category of the case (e.g., Membership issue, License renewal, Ethics complaint).
• Start Date: The date the nurse’s case was opened.
• End Date: The date the nurse’s case was closed (if applicable).
• Staff Member: The association staff person assigned to the nurse’s case.
• Relationship: The nurse’s connection to the association (e.g., Registered Nurse Member, Student Nurse Applicant).

Available Filters:

• Start Date & End Date: Refine the report to a specific timeframe (e.g., view all disciplinary cases from the last quarter).
• Case Type: Focus on a particular category of cases (e.g., identify trends in license renewal inquiries).
• Status: Analyze cases based on their current stage (e.g., monitor the number of open ethics complaints).
• Deleted?: Include or exclude deleted cases.
• Staff Member: Examine cases assigned to a specific staff member.
• Staff Relationship: Filter by the staff member’s connection to the nurse (e.g., cases assigned to legal department staff).
• Active Relationship?: Include or exclude cases involving nurses with inactive memberships.

Hypothetical Scenario:

The nursing association can utilize the Case Summary Report to identify areas needing improvement. For instance, a report filtering by “Start Date” (last month), “Case Type” (disciplinary), and “Status” (Open) might reveal a rise in disciplinary cases. This could prompt the association to investigate the cause and provide additional support to nurses or revise its code of ethics.

By utilizing these filters and fields, the nursing association can gain valuable insights into the types of cases they handle, staff workloads, and potential areas where they can better serve their members.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Manage cases related to continuing education (Association)

The association can use the Case Summary Report to filter by “Case Type” (CE Inquiry) and “Status” (Open) to identify members who have inquired about CE credits. This report can help the association identify trends in member inquiries and ensure they are providing adequate support and resources. For example, if the report reveals a surge in inquiries about a specific CE topic, the association can offer a relevant workshop or webinar.

Track cases related to business licensing and permitting (Chamber of Commerce)

A chamber of Commerce can utilize the Case Summary Report to filter by “Case Type” (Business License) and “Status” (Open) to monitor the number of pending license applications. This report can help the chamber identify any bottlenecks in the licensing process and ensure businesses are receiving timely assistance. Additionally, by filtering by “Staff Member” and “Status” (Closed), the chamber can assess staff workloads and identify areas for improvement.

Manage cases related to client referrals and support services (Nonprofit)

The nonprofit can leverage the Case Summary Report to filter by “Start Date” (last month) and “Relationship” (Client) to analyze the types of support services requested by clients. This report can help the nonprofit identify areas of high demand and adjust their service offerings accordingly. Furthermore, by filtering by “Case Type” (Referral) and “Status” (Closed), the nonprofit can track the effectiveness of their referral partnerships.