Our case management system
/run·geen/ · adjective · Urdu, Hindi & Persian
colourful; full of colour; vivid.
Rangeen is the Asian way of saying colourful — and the name is the job: using Rangeen, we bring colour to our patients' lives, one well-run case at a time. This page is for everyone who works in it — what the system is, what it does, and where to learn it properly.
Rangeen is where our work lives. Every matter we handle is a case — one record that holds the patient's details, the letters and emails, the documents, the tasks and a permanent history of everything that has happened. Whatever you do — send a letter, log a call, finish a task — it lands on the case, so anyone who opens it sees the full picture in seconds. No hunting through inboxes, shared drives or memory.
Ten strands, one system. Each part below is a colour in the band above — together they carry a case from the day it opens to the day it closes.
The whole matter in one record. Screens lay the details out field by field — type, save, and the history remembers who changed what. A Quick View rail keeps the facts that matter most in sight on every view. Sensitive files can carry their own password, and a finished one is marked dead rather than deleted, so it stays readable forever.
Emails send through your own Outlook and file themselves on the case, replies included. Letters come from templates that fill themselves in. Incoming mail finds its case by reference — anything uncertain waits in the Incoming mail for a human decision.
What must happen next, owned and dated. Your list counts down overdue, today and this week; diary follow-ups schedule themselves off the letters and emails you send, so chases never rely on memory.
Word, Excel and PDF documents generated straight from the case — pre-addressed, pre-filled, filed on the record. Drag any file onto a case to attach it, and preview it without downloading.
The routine parts run themselves. When something happens on a case, the system can send, update, schedule and record — the same steps, the same way, every time — so people keep the judgement work and lose the drudge work.
Saved questions over the whole caseload — run them, filter them, export to Excel, or turn them into formatted reports with groups, totals and charts, on demand or on a schedule.
Jump to any case by reference, search cases by title and the fields that matter for each case type, and find which screen holds a field without knowing where it lives.
Invoices, payments and credit notes raised from the case and synced with Xero — what gets paid flows back to the case on its own. Where client money is held, a separate client ledger keeps it to the SRA rules: every movement posted once, corrected only by reversal, and a matter that still holds a balance cannot be closed.
Share chosen screens of a case with an outside party — a patient, an expert, a solicitor. They sign in to their own portal and see exactly what you allowed, nothing else.
Everything that happens is written down — who, what, when. Correspondence on the timeline, every field change and automation run on the audit trail beside it. Sortable, filterable, searchable, with documents previewing in place — and the first thing you see when a case opens, so the case answers "where are we?" and people don't have to.
Open a case — it takes the next reference automatically and starts its history.
Structured fields, laid out for that kind of work — not free-text chaos.
Emails, letters and calls go out from the case; replies come back to it.
Deadlines and follow-ups are owned, dated and visible — nothing rests on memory.
Months later, "where are we?" has one answer: open the case and read it.
How to use Rangeen on a normal working day. It assumes nothing — not even that you've used a case management system before — and starts with what the thing is for. Start here if you work cases.
The complete reference for the people who design the system — every feature you can add, customise and connect, with worked examples, from a blank case type to a finished workflow.