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Case Management Documentation Protocol


The Case Management Documentation Protocol, developed by the Oregon Health and Science University Partnership Project, outlines all of the forms that are necessary to be included in their prevention case management client file. Each of these forms is also included separately in the Toolbox. This outline is useful to organizations in states that have general mandates about prevention case management forms but example forms and templates are not available.

Primary Toolkit:

HIV/STI Toolkit

Secondary Toolkits:

CDC Winnable Battles

Keyword Area:

Access to Care, Health Information Technology (HIT)


Institutional Author:

Oregon Health and Science University





The NACCHO Toolbox is a repository of available resources to help local public health practitioners. Tools are produced by local, state, and federal agencies, as well as academic institutions and other stakeholders. The contents of this Toolbox are solely the responsibility of the authors and do not necessarily reflect any official recommendations of NACCHO. NACCHO makes no express or implied warranty with respect to the contents and disclaims liability for any damages arising from or connected to the use of the material in this Toolbox.