🚦Understanding Case Routing in Case Processing

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This blog highlights a concise information covering:

  1. Case routing
  2. Diverse routing workflows
  3. Distinctions between routing and archiving

Table of Contents:

  1. Introduction
  2. Defining Case Routing
  3. Case Routing: A Workflow Process
  4. Why Do We Route the Cases?
  5. Mistakes to Avoid in Case Routing
  6. Distinguishing Routing, Archiving, and Submission
  7. Thoughts
  8. FAQ

Introduction

In simple terms, routing refers to the process of selecting a path or directing traffic from one way to another, typically involving various flows.

In the field of pharmacovigilance, this term is frequently used within a specific process known as case routing. Let’s delve into the details of what this entails.

What is case routing?

Case routing is a procedure to move a case from one workflow to another, and it doesn’t necessarily signify the completion of the process. It involves shifting the workflow for the purpose of performing various internal tasks.

“In the intricate dance of case processing, efficient case routing is the choreographer that ensures each scenario finds its perfect stage. Guiding cases with precision, it transforms complexity into a seamless performance, orchestrating a symphony of resolution in the world of meticulous healthcare vigilance.”

Case Routing: A Workflow Process

There are several reasons for routing a case, and some are listed below for your understanding:

  1. Pull the case from archive to: Data-Entry
  2. Internally directing for: Quality checks (Quality review)
  3. Internally guiding for: Medical review
  4. To Archive the cases: Submission workflow
  5. Transitioning from CAPA to the necessary workflow for required actions: CAPA workflow
  6. Utilizing case and country-specific workflows

Be cautious when routing to any workflow based on the intended action.

Why Do We Route the Cases?

Routing cases between different workflows is essential for performing various tasks.

But why do we route cases in the first place?

  1. To follow established conventions, when tasks are carried out within a specific workflow, it becomes easier to monitor and track progress.
  2. Specific tasks should ideally accomplished within their designated workflows to simplify task monitoring and identify task performers.
  3. When tasks spread across different workflows, it complicates the process of case identification and determining responsibility.
Mistakes to Avoid in Case Routing

Mistakes are quite common in case routing. Errors made across different workflows can create challenges in pinpointing specific cases.

Some common mistakes include:

  1. Initiating data entry without routing to the appropriate workflow.
  2. Directly archiving serious cases without redirecting them to Quality Checks (QC) or Medical Review (MR).
  3. Pull the cases without noticing the workflow they belong to.
  4. Certain country-specific cases, notably those occurring in Japan, often require special routing.
📢 Recommendation: In the context of our discussion on ICSR workflows, I strongly advise you to explore a comprehensive section where we have detailed information on sophisticated ICSR management.

Distinguishing Routing, Archiving, and Submission

Routing: This is the state where cases move from one workflow to another with the aim of completing tasks.

Archiving: Archiving is like putting information to rest, collecting it in a state where it awaits the next routing. For example, awaits for data entry purposes.

Submission: While some might believe we directly submit cases, in reality, we only route them. In the background, the E2B system takes care of transmitting the information to the specific authority required for submission. The technical details go deeper, but we don’t need to delve into them.

Closing thoughts

The database system is intricately designed, and managing cases in separate workflows adds complexity to the task of locating them. By streamlining case routing, we aim to enhance efficiency in task management.

Before taking any action, make sure to be aware of what you’re about to do. Always start by checking which workflow the case is currently in.

We hope we’ve simplified the information to the best of our ability for your understanding.

If there’s anything missed, overlooked, or any misleading information provided, please let us know in the comments.

FAQ:

What is case routing in pharmacovigilance?

Case routing is a procedure to move a case from one workflow to another, and it doesn’t necessarily signify the completion of the process. It involves shifting the workflow for the purpose of performing various internal tasks.

What are the several phases of routing the cases?

1. Archive to data-entry
2. Route to quality control department
3. Route for Medical Review
4. To Archive
5. Pull from CAPA & so on…

Purpose of routing the cases

Routing cases between different workflows is essential for performing various tasks.

Routing vs Archiving vs Submission

1. Routing: This is the state where cases move from one workflow to another with the aim of completing tasks.
2. Archiving: Archiving is like putting information to rest and awaits for next route when new information received for data entry purposes.
3. Submission: The E2B system takes care of transmitting the information to the specific authority requirements.

Disclaimer: We write this blog based on our experience and extensive knowledge, supported by references. Please note that we are not responsible for the content on the referenced websites. If you come across any misinformation or misguidance or spelling mistakes, kindly inform us promptly.



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Meet Bala, the founder of Drugvigil, a service provider specializing in pharmacovigilance. He’s not only an expert in this field, but also a passionate entrepreneur who enjoys creating new opportunities and helping others grow. Despite starting from scratch, he’s determined to develop his company from the ground up. If you’re interested in his work, be sure to show your support and share his message with others.




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