The TSWF Case Management form is intended for all Case Managers across the DoD MTFs and has been designed to assist with standardizing documentation.

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Case Management Recent Changes

  • 4 changes for Jan-Apr 2019 update

Demographics Tab

  • Move Obsolete terms to Demographics tab.
  • Removed duplicate “Patient is a candidate for CM” question and moved it to Obsolete terms.
  • Moved Visit Type to below Contact Information**
  • Added radio buttons for specifying why a patient is/is not a candidate for CM


Jan-Apr Mid-Cycle Changes

  • Revision 1 – Fixed erroneous text behind “Was this patient identified using the Case Management Screening Registry” question that caused duplicate “Case Management Services explained” responses.


  • Ensures patients’ medical needs are being met
  • Comprehensive documentation
  • Standardized format

Case management is a collaborative process that includes the assessment, planning, and coordination of options and services to meet a patient’s medical care needs. It provides a standardized Enterprise-wide documentation format that allows clinical case managers to comprehensively execute and document the entire CM process. It was deployed in late spring of 2014.

Form Lead

TSWF-Case Management Form Lead
Nicole Loving

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