Create your Case Management Form from scratch

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Here's how it works

01. Start with a blank Case Management Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Case Management Form in seconds via email or a link. You can also download it, export it, or print it out.

A detailed guide on how to craft your Case Management Form online

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Step 1: Start with DocHub's free trial.

Go to the DocHub website and register for the free trial. This provides access to every feature you’ll need to build your Case Management Form without any upfront cost.

Step 2: Access your dashboard.

Sign in to your DocHub account and proceed to the dashboard.

Step 3: Craft a new document.

Click New Document in your dashboard, and choose Create Blank Document to design your Case Management Form from the ground up.

Step 4: Use editing tools.

Place different elements such as text boxes, radio buttons, icons, signatures, etc. Arrange these fields to suit the layout of your form and assign them to recipients if needed.

Step 5: Modify the form layout.

Rearrange your form easily by adding, moving, deleting, or merging pages with just a few clicks.

Step 6: Create the Case Management Form template.

Transform your newly designed form into a template if you need to send multiple copies of the same document numerous times.

Step 7: Save, export, or distribute the form.

Send the form via email, distribute a public link, or even publish it online if you want to collect responses from a broader audience.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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When creating your case management workflows, consider implementing these four steps: Identifying which cases need further action. Gather all the facts of the case. Assign cases to the right investigator. Ensure all investigation data is captured. Establish a proper review of findings. Resolve the case.
Case management consists of the following seven steps: Screening and case intake. Assessment and evaluation. Risk evaluation. Plan and establish goals. Implementation. Monitoring and review. Outcome evaluation.
Example: A man who turns to substance abuse following a job loss decides to seek therapy with the help of his wife, who hires a case manager to aid him in his recovery. The case manager uses the clinical case management model and assigns him both group therapy and a sponsor, and meets with him biweekly.
When it comes to writing your case management notes, you should keep them clear and concise. Focus on the information that is relevant to your goals for case management. If you include too much unnecessary detail, it may be challenging to find the pivotal information youre looking for in your case management notes.
DIY Forms are free and easy guided step by step computer programs that ask the litigant a series of questions then use the answers to prepare personalized court forms that are ready to serve and file. Some programs identify issues and produce information sheets.
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Related Q&A to Case Management Form

Do it yourself Do it yourself / Full name
The workflow of a case management process can be broken down into seven levels: Screening. Assessing. Evaluating risks. Planning. Implementing. Following up. Evaluating outcomes.
The Case Management Process Evaluate and understand the care options available to them. Agree on their care goals and priorities. Determine what is best to meet their needs. Institute action to achieve their goals and meet their interests/expectations.

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