NHS Resolution CSP

Claims CaseHub Training - Case Review and Case Plan

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Welcome to this short Case Plan and Case Review training module.

This session explains what steps should be undertaken within the CaseHub software to carry out an initial Case Review, including completion of the Manage Case Plan task.

In addition, it explores how to update a Case Plan and IAS37 Apportionment and reserves, during the lifecycle of the case.

Finally, it covers all the CaseHub user tasks that require completion along with any related essential business practices.

When you have completed this short module, you should be able to:

  • Verify case information.
  • Add learning codes.
  • Send new case acknowledgement letters.
  • Manage Case Plans and IAS 37.
  • Create Co-Defendant case(s) and apportionment.
  • Update reserves.
  • Complete the first Case Plan Approval Process.

Resource details

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Contributed by: NHS Resolution CSP
Authored by: Preeti Patel, NHS Resolutions
Dan Tobin, NHS Resolution
Licence: © All rights reserved More information on licences
Last updated: 05 June 2025
First contributed: 23 April 2025
Audience access level: Full user

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