Once a case has been created in Aaniie, additional tools become available to help manage, track, collaborate on, and resolve the case.
Open cases provide functionality such as:
Assigning ownership
Managing case visibility
Adding associated staff
Creating follow-up reminders
Linking related cases
Adding notes
Tracking note history
Sending notifications to staff
These tools help ensure that cases are properly managed from creation through resolution.
Navigate to:
Menu → Resources → Cases
Locate the desired case.
Click the Case Title.
The full case record will open, allowing you to review and manage all case details.
The Case Title serves as the primary description of the case.
Client Scheduling Concern
Billing Investigation
Caregiver Complaint
Service Follow-Up
A clear title makes searching and reporting easier.
The Case Status controls whether the case is active or resolved.
Open
Closed
If additional work is needed, a closed case can be reopened.
When a case is opened, closed, or reopened:
The case creator receives an email notification.
Associated staff receive email notifications.
This helps keep all involved parties informed of status changes.
The Private Case option restricts visibility to a limited group of users.
When enabled, only the following users can view the case:
Case Creator
Associated Staff
Administrators
Private cases are useful for:
Employee investigations
HR matters
Sensitive client issues
Compliance reviews
Internal management discussions
Any user who can view the case can generally close the case.
Because of this, agencies often use Private Cases when they want visibility limited to specific individuals.
The Assigned To field identifies the staff member responsible for managing the case.
Responsibilities may include:
Following up
Investigating
Updating notes
Coordinating resolution
Closing the case
The assigned staff member can be changed at any time if ownership needs to be transferred.
Associated Staff are additional team members connected to the case.
Supervisors
Coordinators
Billing Staff
Compliance Personnel
Office Managers
Associated staff can:
View the case
Receive notifications
Participate in case management
Additional staff can be added at any time after the case is created.
This setting controls whether associated staff receive email notifications when new notes are added.
Associated staff receive notifications whenever:
A note is added
Case activity is updated
Improves collaboration
Keeps stakeholders informed
Reduces missed follow-up activity
A follow-up reminder can be attached to the case.
Follow-up reminders help ensure that:
Client concerns are revisited
Investigations are completed
Outstanding tasks are not forgotten
Call client next week
Review investigation findings
Follow up with caregiver
Confirm billing correction
Activity Tags help organize and categorize cases.
Scheduling
Billing
Compliance
Caregiver
Client Concern
HR
Activity Tags make it easier to:
Search for similar cases
Group related issues
Identify recurring trends
Only existing Activity Tags can be selected.
Cases can be linked together when they involve related issues or activities.
A client complaint results in:
Scheduling Review Case
Billing Review Case
Caregiver Follow-Up Case
All three cases can be associated together.
Easier tracking
Better visibility
Simplified case management
When closing a case that is linked to other cases, Aaniie provides two options:
Closes only the current case.
Associated cases remain open.
Closes:
Current case
All linked associated cases
This can significantly reduce administrative work when multiple cases are resolved together.
Notes document the activity and history of the case.
Notes are displayed:
Oldest to Newest
This creates a chronological record of all activity associated with the case.
Client contacted
Follow-up completed
Investigation findings
Staff communication
Resolution details
Each note contains a history feature.
Selecting the lowercase "i" icon displays:
Note creation information
Modification history
User activity related to the note
This provides an audit trail for:
Research
Investigations
Compliance reviews
Historical reference
The Add Note section allows users to add new updates to the case.
Document conversations
Record investigation updates
Log client interactions
Record actions taken
Document resolutions
When a new note is added:
The case creator receives an email notification.
Associated staff receive email notifications.
This helps ensure all stakeholders remain informed about case activity.
Create the case.
Assign it to a supervisor.
Add associated staff.
Set a follow-up date.
Add investigation notes.
Link related cases if necessary.
Resolve the issue.
Close the case.
Use descriptive case titles.
Assign ownership immediately.
Use Private Cases for sensitive matters.
Add associated staff when collaboration is needed.
Enable notifications when ongoing updates are expected.
Use Activity Tags consistently.
Document all major actions in notes.
Link related cases together.
Close associated cases when appropriate.
Verify:
The case is not marked Private.
The user is associated with the case.
The user has appropriate permissions.
Verify:
Associated Staff are added correctly.
Notify Associated Staff of Updates is enabled.
Email settings are functioning properly.
When closing a linked case, choose:
Close All Associated Cases
instead of Close This Case Only.
Verify Activity Tags are being used consistently.
| Option | Purpose |
|---|---|
| Case Title | Identifies the case |
| Case Status | Open, Close, or Reopen a case |
| Private Case | Restricts visibility |
| Assigned To | Primary case owner |
| Associated Staff | Additional participants |
| Notify Associated Staff | Sends update notifications |
| Follow-Up Date & Time | Creates reminders |
| Activity Tags | Categorizes cases |
| Associated Cases | Links related cases |
| Notes | Documents activity |
| Note History | Displays audit history |
| Add Note | Records updates |
Open Cases in Aaniie provide powerful tools for managing investigations, customer service issues, staff concerns, and internal workflows. Features such as assignments, private visibility, reminders, associated cases, notifications, and detailed note tracking help agencies maintain accountability and ensure issues are resolved efficiently.