Kaddio is launching a fully integrated Cases Module, bringing structured case management to healthcare and wellness practices of all sizes. The new module lets organisations track, manage, and close client cases entirely within Kaddio – without switching between separate tools.
What Is the Cases Module?
Cases in Kaddio are structured work items tied to a client. Each case gets a unique number, a title, a status (open or closed), and an audit trail of everything that has happened. Staff can link existing journal entries, letters, form answers, and bookings directly to a case, giving a complete picture of an issue in one place.
The module is activated per organisation and slots into the existing Kaddio workflow, so there is no migration work required.
Case Templates
Admins create case templates that define the shape of a particular type of work. A template can include:
- Custom internal fields – text, date, number, range, dropdown, checkbox, and file upload fields visible only to staff.
- A case series prefix – cases generated from a template can be numbered as
STÖD-0001orANS-0042instead of the default year-based format. - A default responsible – assign a specific host or group automatically when a new case is opened.
- An internal chat – optionally create a staff-only chat thread alongside the case.
Client Self-Service and Public Contact Forms
Templates can optionally be made available to clients so they can submit their own cases. When enabled, a template appears on the client's dashboard as a button to open a new request.
For organisations that need to accept enquiries from people who are not yet registered clients, templates can also be published as public contact forms – accessible without logging in. A visitor fills in their name, contact details, an optional national ID number, and any custom fields defined on the template. Kaddio creates or matches the client record automatically and opens the case.
Linking Documents to Cases
Every contact note, letter, form answer, and booking in the journal can now be assigned to a case. From the journal view, staff pick the relevant case from a dropdown on each document. The case detail view then shows all linked items in a timeline, with direct navigation to each one.
Filtering the Journal by Case
The journal's filter panel gains a new Cases section. Staff can narrow the view to a single case to see only the documents that belong to it – useful when a client has many journal entries across different matters.
Cases in the Staff Dashboard
The main cases list shows every open and closed case with sortable columns for case number, client, responsible, last event, and status. Free-text search matches across case number, title, client name, and ID string. Staff can filter by template, status, responsible person, or switch to a "My cases" view that limits results to cases where they or one of their groups is responsible.
Full Audit Trail
Every action on a case – creation, updates to title or responsible, document attachments, close, and reopen – is recorded in an event log with timestamp and user. The log is visible in the case detail view and supports pagination for long-running cases.
The Cases Module is available now. Contact us to enable it for your organisation.