{"id":6903,"date":"2026-01-13T09:44:05","date_gmt":"2026-01-13T08:44:05","guid":{"rendered":"https:\/\/mediconomics.com\/?post_type=glossary&#038;p=6903"},"modified":"2026-08-24T22:05:34","modified_gmt":"2026-08-24T20:05:34","slug":"case-management","status":"publish","type":"glossary","link":"https:\/\/mediconomics.com\/en\/glossar\/case-management\/","title":{"rendered":"Case Management"},"content":{"rendered":"<p>In the context of pharmacovigilance, case management refers to the structured processing of a single safety case, typically an Individual Case Safety Report (ICSR). The process ranges from receipt and validation to medical review, coding and follow-up, and finally to compliant submission and archiving. In clinical trials, it supports the timely and traceable assessment of safety information.<\/p>\n<h2>Two meanings of the term<\/h2>\n<p>In healthcare, case management can mean the coordinated care of a person across different treatment and support services. This care-related meaning concerns, for example, the coordination of appointments, services and social assistance. It is not the specialized meaning intended here and must not be confused with regulatory safety case processing.<\/p>\n<p>In pharmacovigilance, case management stands for the controlled lifecycle of an individual case. An ICSR contains information on one or more suspected adverse reactions in an identifiable person at a specific point in time. Case processing ensures that information from various sources is compiled, medically evaluated and processed in a consistent format. It is therefore a data and safety function, not a care management for trial participants.<\/p>\n<h2>From reporting to the processed case<\/h2>\n<p>At the beginning is the collection of a safety information. For a reportable ICSR, at least one identifiable reporting person, one identifiable affected person, one suspected adverse reaction and one suspected medicinal product are required. Afterwards, it is checked whether the case is valid, whether it already exists and which information is missing. If necessary, follow-up is performed to supplement clinical details, course, concomitant medication or outcome.<\/p>\n<p>Further processing includes appropriate medical review, coding of the reaction, documentation of causality information from the source as well as quality checks. Essential are unique case identifiers, the separation of new information from previously recorded data and the detection of possible duplicates. Electronic systems must ensure access rights, traceability of changes and a legible audit trail. Follow-up reports are processed as follow-up to the existing case, not as an independent new issue.<\/p>\n<p>In clinical trials, the investigator collects and documents adverse events and laboratory abnormalities specified as safety-relevant in the protocol. Serious adverse events must generally be reported to the sponsor immediately, at the latest within 24 hours after becoming aware, unless the protocol provides a different regulation for certain events. The sponsor evaluates the information and assumes the legally required safety reporting.<\/p>\n<p>Case processing must therefore be coordinated with the investigational site, safety database, medical review and regulatory reporting. It supports the evaluation of whether a suspected unexpected serious adverse reaction is present and whether expedited reporting is required. The specific collection requirements in the protocol, the regular reporting of an adverse event and the downstream processing of an ICSR remain separate but connected workflows.<\/p>\n<p>These work steps require clear responsibilities and handover rules. If information is received from an investigational site, a service provider or a medical information center, receipt must be documented so that the processing status, deadlines and later additions can be reconstructed at any time. This also protects against the loss of safety-relevant information during staff changes.<\/p>\n<h2>Differentiation from reporting adverse events<\/h2>\n<p>The reporting of an adverse event is the transmission of an observation from the investigational site to the sponsor according to the requirements of the protocol and the regulation. It opens or supplements an information flow. Case management begins with the receipt of the information, but comprises significantly more: validation, data entry, medical assessment, coding, duplicate check, follow-up, quality control, submission and archiving.<\/p>\n<p>Not every adverse event automatically becomes an ICSR to be submitted individually to authorities. Decisive factors are the type of information, suspicion of causality and the respectively applicable safety requirements. Conversely, an ICSR can contain several notifications and inquiries over its lifecycle. This differentiation prevents clinical documentation, regulatory case processing and expedited safety reporting from being mixed up.<\/p>\n<h2>Relevance for clinical trials<\/h2>\n<p>A robust case management connects timely safety communication from the investigational site with a complete and consistent safety database. Clear handovers, a documented timestamp, appropriate follow-up of missing information and the quality of medical coding are critical. Errors in duplicates, changes or data transfers can impair the evaluation of the benefit-risk balance.<\/p>\n<p>Full-service CROs such as Mediconomics support case processing by setting up safety data flows, training investigational sites, medical review, MedDRA coding, duplicate management and quality controls. They coordinate follow-up inquiries, maintain traceability in the safety database system and support the sponsor with timely regulatory reporting.<\/p>\n<h2>Frequently Asked Questions (FAQ)<\/h2>\n<p><strong>What is an ICSR?<\/strong><\/p>\n<p>An ICSR is a structured individual case report on suspected adverse reactions of a medicinal product in an identifiable person at a specific point in time.<\/p>\n<p><strong>Is an adverse event always an adverse reaction?<\/strong><\/p>\n<p>No. An adverse event does not imply a causal relationship. A suspected adverse reaction requires such a suspicion.<\/p>\n<p><strong>Why is duplicate management important?<\/strong><\/p>\n<p>Multiple recorded information on the same case can distort the safety evaluation. They must be detected, merged and traceably handled.<\/p>\n<h2>Regulatory references<\/h2>\n<ul>\n<li>Regulation (EU) No 536\/2014, Articles 41 and 42 \u2013 collection of serious events and reporting in clinical trials.<\/li>\n<li>GVP Module VI, Rev. 2 \u2013 collection, management and submission of reports of suspected adverse reactions.<\/li>\n<li>ICH E6(R3) Good Clinical Practice \u2013 protection of participants and reliable records.<\/li>\n<li>EMA Guideline on computerised systems and electronic data \u2013 data integrity and audit trail in clinical trial systems.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In the context of pharmacovigilance, case management refers to the structured processing of a single safety case, typically an Individual Case Safety Report (ICSR). The process ranges from receipt and validation to medical review, coding and follow-up, and finally to compliant submission and archiving. In clinical trials, it supports the timely and traceable assessment of [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"glossary-cat":[],"class_list":["post-6903","glossary","type-glossary","status-publish","hentry"],"acf":[],"related_terms":"","external_url":"","internal_reference_id":"","_links":{"self":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary\/6903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/types\/glossary"}],"author":[{"embeddable":true,"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/users\/10"}],"version-history":[{"count":2,"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary\/6903\/revisions"}],"predecessor-version":[{"id":7427,"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary\/6903\/revisions\/7427"}],"wp:attachment":[{"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/media?parent=6903"}],"wp:term":[{"taxonomy":"glossary-cat","embeddable":true,"href":"https:\/\/mediconomics.com\/en\/wp-json\/wp\/v2\/glossary-cat?post=6903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}