The Cases feature is an internal ticketing and case management system within Aaniie that allows agencies to track, manage, and follow up on operational, clinical, billing, scheduling, compliance, and employee-related issues.
Cases can be used to:
Track client concerns
Manage caregiver issues
Follow up on billing questions
Document investigations
Monitor compliance activities
Coordinate internal workflows
Maintain communication history
The Cases feature provides a centralized location for ongoing follow-up and issue management across the organization.
Cases function as an internal ticketing system that helps agencies organize and track important issues from creation through resolution.
Examples include:
Client complaints
Service concerns
Scheduling conflicts
Billing investigations
Employee performance issues
Compliance reviews
Administrative requests
Cases can be assigned, updated, tracked, and closed while maintaining a complete history of activity.
The Cases feature must be enabled before it becomes available within Aaniie.
Contact Aaniie Support using any of the following methods:
Phone
Help Desk Ticket
Request that the Cases Feature be enabled for your agency.
Once Cases has been enabled, users may need to refresh their browser before the menu option becomes available.
If this is the first time Cases has been enabled:
Refresh your browser.
Reload Aaniie if necessary.
Verify the Cases option appears in the menu.
After the feature has been enabled and the browser refreshed, navigate to:
Menu → Resources → Cases
This opens the Cases management area where users can:
Search for cases
View open cases
View closed cases
Create new cases
Update existing cases
Add notes and follow-ups
The Cases feature is available to most user roles after it has been enabled.
The Cases feature is available to all roles except Staff.
Common users include:
Administrators
Supervisors
Coordinators
Office Staff
Billing Staff
Management Personnel
Track concerns, complaints, and service requests through completion.
Document employee-related concerns, coaching, and investigations.
Track missed shifts, scheduling conflicts, and staffing concerns.
Monitor invoice questions, payment issues, and reimbursement concerns.
Document audits, corrective actions, and regulatory follow-up activities.
Track projects, operational tasks, and office workflows.
Using Cases helps agencies:
Improve accountability
Centralize issue tracking
Maintain communication history
Assign responsibility
Create follow-up reminders
Improve resolution times
Maintain documentation for audits and reviews
Verify:
The Cases feature has been enabled by Aaniie Support.
The browser has been refreshed.
You have logged out and back in if necessary.
Verify:
The user is not assigned a Staff role.
Appropriate permissions have been assigned.
A browser refresh may be required before the menu option becomes visible.
| Task | Action |
|---|---|
| Enable Cases | Contact Aaniie Support |
| Access Cases | Menu → Resources → Cases |
| First-Time Setup | Refresh Browser |
| Eligible Users | All Roles Except Staff |
| Primary Purpose | Internal Ticketing and Follow-Up Management |
The Cases feature in Aaniie is an internal ticketing and follow-up management system that helps agencies track concerns, investigations, requests, and operational issues through resolution. Once enabled by Aaniie Support, the feature becomes available under Menu → Resources → Cases for all user roles except Staff, providing a centralized location for case management and ongoing follow-up activities.
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