Clients and cases
Contact details, family, documents, cases, notes and sessions together, so whoever picks up the file knows the story.
Know the family
Contact, family, immigration, consents, services and documents sit in one file that every program uses.
Work the case
Each service gets its own case, with a primary caseworker, case notes, sessions and tasks in one place.
Stay on track
Give a task to a colleague with a due date. It stays on their My Work page until it’s done.
From the first meeting to closing the case, the work builds up in one place.
PDF and image uploads in your own categories, attached to the client or the case.
A checklist for each program on every case, with expiry dates and a missing count.
Sessions with one or many clients, with attendance, minutes and a private note for each.
Needs with priority, status and review dates, linked to the tasks that address them.
Assessments from your own questionnaires, kept unchanged once complete.
Press / or Ctrl K to find a client by name, number, email or phone, or a case by number.
A caseworker can limit a sensitive case to named colleagues. Others can’t open it, and it stays out of their search results.
Can’t find what you need? Write to us and a person will answer.
[email protected]Yes. Each person is one client in Cairn. The work each program does sits in its own case, under the same file.
Yes. The primary caseworker can restrict a case to named colleagues, change who is on the list, or lift the restriction.
PDF, PNG and JPEG files up to 20 MB, sorted into categories your agency sets. Staff need an approval to open them.
Yes. The client page has an activity timeline, and notes, tasks, goals and sessions each keep their own history.
We’ll walk through intake, cases, classes and reporting using the way your agency works.