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Reliant RM

Reliant RM Case Management App

How it works

Managing case resolution, investigations, and compliance requires a structured approach to tracking incidents, assigning tasks, and ensuring timely resolutions. Organizations must document case details, coordinate stakeholder engagement, and adhere to industry regulations while maintaining data security and transparency. A well-designed case management system enables organizations to streamline workflows, enhances collaboration, and ensure compliance with legal and regulatory requirements.

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Identify the types of records you need to manage

A successful case management system relies on centralized records to track case details, investigations, and resolutions. Reliant RM provides support for these key record types and more: 

  • Incident Reporting & Referrals

  • Case Investigation Records 

  • Corrective & Preventive Actions

  • Task Assignments & Workflow Documentation 

  • Client Engagement & Stakeholder Collaboration

  • Compliance Management Logs 

  • Document Management for policy updates, procedural manuals, case files, and secure documentation storage.

Put your framework in place 

Case management must align with legal, regulatory, and internal governance frameworks to ensure compliance and security. Reliant provides a regulatory library depending on your use case, so you may structure your program around key frameworks including:

  • GDPR

  • HIPAA 

  • OSHA

  • ISO 9001 

  • ISO 31000 

  • NIMS & Emergency Response Standards 

  • Other industry-specific guidelines

  • Custom frameworks 

Design custom forms & workflows

Now it's time to design how your program will operate. Reliant provides all the tools you need to:

  • Create custom forms for case initiation & investigation – Build digital forms to standardize workplace incidents, customer complaints, or compliance breaches, evidence documentation, interview records, and corrective action tracking, communication logs, consent records, and status update notifications, and checklists for legal compliance, regulatory reporting, and risk mitigation.
  • Develop workflows for case progression & resolution – Case assignments & escalations, incident investigations, Corrective & Preventive Action steps, client engagement & resolution
  • Utilize advanced analytics & real-time dashboards – Monitor real-time case status, resolution efficiency, and compliance metrics and generate automated reports for stakeholders, auditors, and management.

Plan for future adaptation 
​& scalability

A case management system must be flexible to accommodate regulatory changes, growing case volumes, and multi-location operations. To future-proof your system, Reliant allows you to:

  • Ensure Multi-Department & Multi-Site Case Management – Support different teams, locations, and compliance variations.

  • Integrate Case Management with Compliance & Incident Reporting Systems – Ensure seamless integration with regulatory tracking, legal audits, and stakeholder communication.

  • Enhance Mobile Case Management Capabilities 

  • Adapt to New Industry Regulations & Legal Standards –Continuously update compliance protocols, automate regulatory tracking, and ensure legal adherence.