A method and system for transparent recording, storing, and accessing financial, clinical, and data/information case management services. The method includes collecting service data pertaining to a customer from a plurality of sources, storing the data, and providing multiple points of access to the data for retrieval by an individual via a user interface. A decision-support system may operate independently as an electronic health record or in conjunction with an integrated electronic health record and allows customers or their representatives to plan, facilitate, and monitor the management of financial, clinical, and data/information issues pertaining to their healthcare. In particular, the system is adapted to identify data tending to indicate an anomaly in the customer's health record and facilitate the selection and implementation of one or more options to address and/or correct the anomaly.