Everything is included
Select 1 to 3 key business goals to help target your onboarding
Identify measurement & data to achieve these objectives
Whether to import historical data, Build reporting dashboards
Invites for Online Training, Designing your internal support in conjunction with Casebook’s offerings
It is easy to purchase additional forms as you need them.
Volunteers are part-time, non-employees that use Casebook less than 20 hours per month. Volunteers do not receive a data allotment and may not administer the system (i.e. create workflows, forms, etc.). Volunteers may not be approvers for a workflow.
Reporting Admins are superusers in cb Admin that can create and edit reports that will be used by others in the organization. This amount is in addition to the standard login for the user in question.
Admin users can set up and configure Casebook but not interact with units of work such as cases, intakes, etc.
We are a configurable platform that will allow you to collect the data that matters to you. Casebook is extremely flexible, and has adapted to a wide-variety of nonprofit and public sector organizations.
Casebook provides a beautifly simplistic workflow to collect the entire continuum of care with a robust reporting tool to prove your team’s impact. You can measure end-to-end results and actually enjoy the process.
We’re hosted on the AWS Cloud which means our data is encrypted and redundant. Beyond that we’ve taken special measures to ensure our HIPAA compliance and have passed our SOC-II audit.
On the user end, we have built in restrictions that will limit users access to records they’re not supposed to see. This allows you to protect your clients data both inside and outside of the system.
To obtain Amazon’s partnership and preferred vendor status, Casebook has demonstrated to Amazon’s Well Architected Review team, that our data persistence layer, RDS architecture, and our automated nightly backup routines, will ensure minimal-to-none data loss in case of a catastrophic failure or disaster in AWS us-east-1 and ca-central-1 regions.
We have an incredibly responsive onboarding team that will seek to completely understand your workflow by meeting you and learning about your services. After the initial discovery meeting, you have 1-on-1 sessions with an onboarding coach that will walk you through the process of building your Casebook to work for you. There is also an online curriculum that teaches everything about the platform to make sure you are comfortable and well-equipped to start recording your impact.
We built the Casebook platform with growth in mind. At any point that you need to add users or incorporate more of the software into your processes, you will have the control to do so.
Casebook was designed by case managers for case managers. We know the data you need and where you need it, thus we have a person-centric model that collects everything in an organized manner.
Every organization is unique, so we can’t affirm this completely across the board. We can say that we’ve taken every measure to make sure you’re saving as many trees as possible. Forms, documentation, files, notes, and more are all housed within our platform.
One of our pre-built reports covers data quality within the system. From that dashboard, you’ll be able to dive into any clerical errors and fix them.
With our data picker system in place, building reports is easier than ever! Once you choose the category of data you’re looking to collect, there is a simple drag and drop functionality that allows you to build both practical and attractive reports. After building a report, you can use it indefinitely for impact measurements and fund raising opportunities.
This is one of the best things about Casebook! Open and clear communication among team members, task and workflow management, and proper assignments are all key features within the platform.
We are cloud based, so you’ll be able to open your Casebook from anywhere you have internet access.
