--- title: "Humanitarian case management software | Relief One" description: "Case Management. Confidential files for each person you support. Track a case through assessment, referral and follow-up, on a need-to-know basis." url: https://reliefapplications.org/relief-one/case-management/ lang: en --- # Case Management: Track a case through assessment, referral and follow-up, on a need-to-know basis. Without a beneficiary management system, protection, health and social cases are kept in notebooks and shared folders. Referrals get lost between organisations, and sensitive details are far too easy for the wrong person to read. [Relief One](https://reliefapplications.org/relief-one/), Programmes & impact ## How it works Confidential files for each person you support. 1. Intake. Register the person and the case, with consent, offline if needed. 2. Plan the support. Needs assessment, risk level, a service plan with tasks and owners. 3. Refer. Referrals to services or partners with tracked acceptance, follow-up visits with reminders. 4. Close the case. Closure with outcomes, anonymised statistics for reporting. ## What it does. - **Case register**: Open, active, referred, closed. - **Intake and assessment**: Forms configured per programme, offline if needed. - **Service plans**: Tasks with owners, risk levels and priority. - **Referrals**: Pathways and a partner directory; a referral is followed until it is accepted. - **Follow-up calendar**: Visits planned, overdue ones flagged. - **Need-to-know notes**: Case notes visible only to the case worker and supervisor. - **Consent records**: Consent and data-sharing kept with the case. - **Anonymised reporting**: Statistics and indicators for MEAL, with no names. ### The full list Case register (Open / Active / Referred / Closed), intake and assessment forms (configurable per programme), risk levels and priority, service plans with tasks, referral pathways and partner directory, follow-up calendar and overdue alerts, case notes with need-to-know access, consent and data-sharing records, case worker caseload views, supervision and case review, anonymised reports and indicators for MEAL; a configurable case type list (protection, child protection, GBV, health, education, livelihoods). ## What makes the difference - Only the case worker and the supervisor see the file. - A referral is complete only when the receiving organisation accepts it. - Donor statistics contain no names. ## With your AI agent One question can cross several modules. Case notes are never sent to an AI. Your agent sees counts, types and delays only. - **A question**: “How many open cases does each caseworker carry this month?” - **Reads**: Case Management, [HR & Payroll](https://reliefapplications.org/relief-one/hr/) - **Comes back**: Counts per caseworker, without case details - [More use cases](https://reliefapplications.org/relief-one/ai-agent/) ## Connected to It shares its records with these modules. - [MEAL](https://reliefapplications.org/relief-one/meal/): Show what changed, and how you know. - [Cash & Voucher Assistance](https://reliefapplications.org/relief-one/cash-assistance/): Pay each household once, and reconcile the round. - [Field Data Collection](https://reliefapplications.org/relief-one/field-data/): Offline mobile forms that feed your indicators. - [Safeguarding & Complaints](https://reliefapplications.org/relief-one/safeguarding/): Where concerns are reported and cases handled. - [Partners & Sub-grants](https://reliefapplications.org/relief-one/partners/): Fund local partners and follow their work. - [HR & Payroll](https://reliefapplications.org/relief-one/hr/): Staff and consultants, managed together. Guide: [Humanitarian case management systems: how to choose](https://reliefapplications.org/resources/humanitarian-case-management-systems/) ## Before you book a demo. ### Can we use it for child protection and GBV as well as health? Yes. The case type list is configurable: protection, child protection, GBV, health, education and livelihoods. Intake and assessment forms are set per programme, so each team asks its own questions. ### How do supervisors keep track of each caseload? Through caseload views per case worker, with supervision and case review. Overdue follow-up visits are flagged. Your AI agent can report caseload per worker, but case notes are never sent to an AI. ### Can we start with Case Management alone? Yes. Each organisation starts with the base, then picks its modules. You can start with one and add others later. ### Can we switch a module off later? You can, and its data is kept. A module switched off disappears from menus and search, and switching it back on restores it. ### Can you import from our spreadsheets and current tools? Yes: people, projects, budgets, policies, files (including a one-time import or a live two-way sync with Google Drive), and the content of your existing workbooks. Connectors to your other systems are built as part of the project. ## Next module - [Cash & Voucher Assistance](https://reliefapplications.org/relief-one/cash-assistance/): Pay each household once, and reconcile the round. ### Programmes & impact - [Programme Management](https://reliefapplications.org/relief-one/programmes/): Which activities can start, and what blocks them. - [MEAL](https://reliefapplications.org/relief-one/meal/): Show what changed, and how you know. - [Field Data Collection](https://reliefapplications.org/relief-one/field-data/): Offline mobile forms that feed your indicators. - [Cash & Voucher Assistance](https://reliefapplications.org/relief-one/cash-assistance/): Pay each household once, and reconcile the round. - [Information Management & Maps](https://reliefapplications.org/relief-one/information-management/): Who does what, where. - [Add to your Relief One](https://reliefapplications.org/relief-one/build/) - [The base](https://reliefapplications.org/relief-one/platform/): The part every organisation gets. - [Relief One](https://reliefapplications.org/relief-one/) ## Book a demo of Relief One. Tell us how your organisation works and which modules you are looking at. We show you Relief One on the parts that matter to you.