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Case management & documentation

All relevant information about clients in one place: Lua combines dossier, journal, goals and reports to create a comprehensible case management.

Illustration of digital case management with a central case file, documents and connected professionals.

Benefits of Lua

Clearly document case histories

Professional case management needs more than a digital filing system. It is crucial that information is available in the right context: Who is involved? What goals were agreed? What was observed and how did the situation develop over time? Lua brings these perspectives together in a central dossier.

Journal and progress notes can be recorded directly in everyday work and assigned to relevant areas of life, goals or offers. This creates understandable documentation step by step, which makes handovers easier and makes it clear, even after a long time, why decisions were made.

  • Make developments visible

    Chronological progressions make developments and important events visible.

  • Document consistently

    Structured entries ensure consistent and discoverable documentation.

  • Get connections

    Goals, measures and observations remain linked to one another.

Create reports efficiently

When site reports, historical reports or internal summaries are pending, the relevant basis already exists. Specialists can filter entries specifically, merge content and check for completeness instead of compiling information from different sources.

This saves time, improves the quality of the reports and creates transparency for clients, relatives, clients and internal specialist departments.

Frequently asked questions about case management and documentation

A dossier bundles master data, reference persons, agreements, documents and historical information. This means that the relevant fundamentals of a case are centrally and clearly available to authorized specialists.

Journal and progress notes can be assigned to relevant areas of life, goals or offers. This means that observations, agreed goals and the resulting measures remain in a technical context.

Chronological and structured entries make developments and important events visible. This makes handovers easier and helps to understand, even after a long time, the basis on which decisions were made.

Information that has already been documented can be specifically filtered, merged and checked for completeness. This creates a solid basis for location, historical or internal reports without having to re-compile content from different sources.

Yes. Together we will look at how you document today and what information is relevant to your work. Building on this, Lua can be adapted to your structures, terms and processes.

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