Case management – day-to-day support
Health issues can have a negative impact on your everyday life – be it at work, at home or financially. Our Case Managers provide you with step-by-step support, advice and guidance to help you get back on track.
Helsana case management gives you a personal contact person who’ll work with you to determine what support is appropriate in your situation. Your Case Manager will advise you on insurance issues and medical questions and coordinate the next steps with all the entities involved, ensuring that you always have an overview of what’s going on.
This service is available free of charge to all basic insurance customers.
Your benefits at a glance
- A personal contact person: they’ll be there to support you throughout the entire case management period.
- Assistance with everyday life: your Case Manager coordinates the entities involved and supports you with administrative tasks.
- Set goals: together, you and your Case Manager discuss what you want to achieve – and work towards these goals together, step by step.
- More independence: you’ll be better able to cope with complex environments and overcome challenges more easily.
Check: is case management right for you?
If all of the following apply to you, Helsana case management is the right kind of support for you:
- You have a health or medical restriction that has an additional impact on your social, professional and financial life.
- You hold basic insurance with Helsana.
- You are proficient in a Swiss national language.
- You are between 18 and 65 years old.
- You are prepared to play an active role.
- You agree that your Case Manager may obtain documents on your behalf if necessary.
How to get started with Helsana case management
1. Initial contact 
2. Individual assessment 
3. Initial personal consultation 
4. Start of support
- We’ll call you, introduce you to our service and check whether case management is the right option for your situation.
- If you agree, we’ll work with you to identify your current challenges, using a questionnaire.
- Following your written consent, your Case Manager will arrange an initial personal consultation with you – online or in person.
- After the initial consultation, your support will begin, based on your goals. We coordinate everything, provide support, offer clarification and assist with administrative steps during the agreed period of time.
Confidentiality is our top priority
We will – with your consent – obtain the necessary documentation directly from the relevant specialists or institutions so we can support you. Your data will remain protected at all times and will not be disclosed without your consent.
Information pertaining to case management is kept completely separate from the insurance business and is not transferred to your insurance file.
Frequently asked questions
Case management is aimed at basic insurance customers between the ages of 18 and 65. They can take advantage of case management when health issues impose additional strain on their day-to-day lives – for example, at work, at home or financially. The service is free and voluntary.
Case management supports you in situations that go beyond mere medical treatment. These include extended absences, complex processes and questions relating to insurance and finance. Case management also helps you to clarify responsibilities and find the necessary contact persons.
You’ll receive a personal contact person who knows you and will support you and coordinate important steps with you or for you. They’ll help you navigate the healthcare landscape and social care system and make your daily life easier and safer again.
No. Case management is free of charge for all basic insurance customers. Taking up case management services has no impact on your insurance premiums, either.
The process begins with an initial telephone assessment. Afterwards, we’ll discuss what kind of support makes sense for you. You’ll receive a record of the initial assessment, information on the duration of the support, a power of attorney to sign and further information. If you agree (by returning the signed power of attorney), the support will begin with an initial personal consultation. Your individual contact person will coordinate everything else for you during the agreed period of time.
Our Case Managers are experienced specialists who know the Swiss healthcare landscape and social care system inside out.
6, 12 or 18 months, depending on the situation. The support ends when the agreed objectives have been achieved or at the end of the specified period.
Yes. You can terminate your involvement with case management at any time, without stating a reason.
Yes. All conversations are confidential. Only your Case Manager and the specialists directly involved in the support have access to your data. The data will not be transferred to your insurance file.
This allows us to obtain the requisite documentation so we can support you and share information with specialists or institutions, enabling us to handle coordination and administrative tasks for you. The power of attorney only applies to these clearly defined actions. We will not obtain any documents without your knowledge.
Yes. You can revoke the power of attorney at any time. If you do so, case management will then end at your request.
Get in touch now – with no obligation
Want to find out more about case management? Please fill in the form: we will get back to you within a few days.
Thank you for your consultation request, {salutation} {firstname} {lastname}.
We will get back to you within a few days.
We did not receive your information. Please try again later.
Further information
Do you have questions?
We're here to help.