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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Training Material for All Users

AHLTA and other training resources

Additional TSWF support

Case Management Recent Changes

  • 14 changes for Jan-Apr 2018 update

Demographics tab:

  • Added check boxes for Marital Status
  • Added “Consented to CM services”
  • Added “sign language” to Additional Information
  • Added Power of Attorney to Additional Information
  • Added additional text to ECHO text box

Military History tab:

  • Added additional questions regarding family members

General Assessment tab:

  • Added Emergency Room/Urgent Care Clinic Use fields
  • Added Medical Conditions ribbon
  • Added Behavioral Health Conditions ribbon

Psych/Social Assessment tab:

  • Renamed Army WTU Additional Behavioral ribbon as Additional Behavioral

Health Habits tab:

  • Added pre-positioned text to Immunizations field
  • Removed “AUDIT-C Score” box; added score to “Do you drink alcohol?” field

Care Team tab:

  • Removed ABA Therapy and Developmental Peds from Special Services ribbon:
  • Added Wounded Warrior to Special Services ribbon



  • 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

Tri-Service Workflow is dedicated to serving those who serve. Our innovations bring the team care we exemplify to help you in your patient care.