11 November, 2008
Looking for an opportunity to network and share expertise with other folks in the non-profit technology eco-system? The Nonprofit Dev Summit takes place in Oakland, California next week - November 17-19. Depending on attendee interest, I'm prepared to facilitate several CiviCRM-related sessions - as well as a few training modules (intro, advanced and/or developer oriented). I'm also planning on sharing a first look at the upcoming CiviCase case management module. And... there are lots of cool-sounding session on topics ranging from cloud computing to security audits and hosting. You can browse the current list of proposed sessions on the Aspiration wiki. "The 2008 Nonprofit Software Development Summit will be the second annual convening of people and organizations developing software tools, web applications and other technology to... Read more
09 November, 2008
Filed under CiviCase

As I've said elsewhere, it's been a real pleasure working closely with the CiviCRM team on the CiviCase project. The work we're doing is exciting, and has at least a hope of offering some efficiency to the large number of service providers whose work is organized into "cases", however that term is locally defined.

Designing for the variety of different potential uses for the case module is quite a challenge. Although the first release of CiviCase has to meet our immediate needs at the Physician Health Program of BC, we would be quite disappointed if it turned out to be extremely difficult for other case management groups to understand how they could implement it to meet their own needs. So I've been spending quite a bit of thought energy trying to prevent this from happening.

We think we've solved a number of important issues that have arisen in other case management systems I've used, but certainly we haven't covered them all just yet. Also, we need to take...

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03 November, 2008
Filed under CiviCase, v2.2, CiviCRM
CiviCase is a new component for CiviCRM targeted at organizations who provide case management services. It is being developed In partnership with the Physician Health Program of British Columbia (PHP-BC). In addition to providing funding for this project, PHP-BC is providing invaluable domain expertise and the current plan is for their staff to start using CiviCase in January 2009. You can learn more about how this project got started and the project goals from these blog posts and the requirements overview. CiviCase Phase 1 is a major part of the upcoming 2.2 release - and several members of the core team are gathered in San Francisco this month working on bringing it to life. Last week we had a two day "in-person" meetup with PHP-BC folks (Andrew Clarke, Claire Sauve, and Dave D) where we reviewed work in... Read more
29 May, 2008
Filed under CiviCase
Here's a description I first wrote a few months ago when I was tossing back and forth ideas to build this kind of system in a different context. I've adapted it a bit to suit the current terminology. I originally posted it in the forum, which is where I'd invite you to put your comments. A case management system is basically a big table of activities, which come from various sources. The sources might include:
  • humans entering them into a web form
  • another system spitting out an event stream, which is then parsed, filtered and stored
Activities involve, and therefore refer to, people and organizations. In CiviCRM and CiviCASE we refer to people and organizations as Contacts. When Contacts are associated with activities or milestones (by participating in them in some way) they acquire a relationship to (or role in) that activity or milestone. For example,... Read more
19 May, 2008
Filed under CiviCase, CiviCRM
Case management is a central activity for a large number of non-profits and NGO's who are current or prospective users of CiviCRM. Basic support for defining cases as a grouping of activities with a "client" was added to CiviCRM 2.0 through the sponsorship of Frontline Defenders. Subsequently, interest has been growing for adding more comprehensive case management support to CiviCRM. Earlier this year Michelle Murrain of NOSI organized a lively discussion list which allowed folks to share ideas about requirements and use cases. Andrew Clarke, the Executive Director of The Physician Health Program of British Columbia (PHP-BC) was one of the participants in that discussion. PHP-BC provides "advocacy and support for physicians...who are experiencing problems related to personal and family emotional health issues..." They have been looking to replace their current... Read more