Case management is “a collaborative process of assessment, planning, facilitation, care coordination, and evaluation for options and services to meet an individual’s and family’s comprehensive health needs and promote quality, cost-effective outcomes” (CMSA). But with the unique circumstances of each individual and the variety of programs available, this process can get complicated. How can you identify the best options for each person and ensure that people – not programs – are at the center of your interventions?
Eligibility rules are commonly utilized throughout health and human service programs to identify a participant’s eligibility for different types of resources. Eligibility rules use screening criteria to simplify matching the right resources with the right individuals, prioritizes and targets resources, and facilitates coordinating communication with various stakeholders.
ClientTrack’s Eligibility Engine is a comprehensive design tool intended to simplify the process of setting up and managing simple or complex eligibility rules. The Eligibility Engine allows for the set-up of eligibility criteria rules that can be associated with programs, grants, services and/or referrals. ClientTrack can then dynamically evaluate a client, based on these rule sets, to determine additional program and service fits for the client. This Eligibility Engine empowers key project staff with: