Hi there, check out our exciting new updates!

What's New @ Casebook 

Serving up some fresh data collection & reporting highlights for you!

07.01.2024

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⭐ Features ⭐

Level Up Your Audit Readiness with Audit Logs!

 

We're thrilled to announce the release of our highly anticipated Audit Logs feature, designed to streamline your audit preparation process and empower you with complete control over case data integrity.

 

👋 Say Goodbye to Audit Anxiety

Facing an audit can be stressful, but Casebook is here to make it a breeze. Our new Audit Logs functionality automatically generates detailed records for every action taken within a case file. This includes:

  • Intake & Cases: Every detail captured, from initial reports to client information.
  • Providers: Track interactions and changes related to your service providers.
  • People: Maintain a complete history of activity for each individual involved in your cases.
  • Sub-resources: Notes, attachments, meetings – everything is meticulously documented.
Screenshot 2024-06-20 at 9.32.52 PM

Our new Audit Logs go beyond simple record-keeping. They empower you to take a proactive approach to audit readiness:

 

✅ Individual User Activity: Need to investigate a particular user's actions? Audit Logs provide a detailed record of everything a user has done within the platform, allowing you to track specific cases, providers, services, and their related resources.

 

✅ Person-Centric Audits: Focus on a specific client. Audit Logs allow you to review all activity related to a case, including intake reports, notes, attachments, and meetings.

 

✅ Organizational Resource Tracking: Monitor interactions with your service providers, and their programs. Audit Logs capture all actions, notes, attachments, and meeting details associated with these resources.

 

✍️ Admin Control & Configuration

As an Enterprise plan user, you have complete control over your Audit Logs:

  • Admin Access: This powerful feature resides within the Admin section, ensuring only authorized personnel can access and utilize it.
  • Configurable Capture: Client admins have the flexibility to configure the platform to capture all the information needed for complete and accurate auditing, ensuring you have the data you need when it matters most.

See it in Action!

For a deeper dive into these functionalities, check out our exclusive "Audit Logs"  Knowledge Base Article showcasing the most impactful scenarios in action.

Vidyard Recording

Announcements 📣

This Summer join us for our Unified Forms Webinar, where we'll demonstrate how to use and create unified forms. Learn how to optimize and simplify your forms processes across your organization. Mark your calendars and stay tuned for registration details.

 

Did you know? We love to hear your new Feature Requests & Ideas!  Drop us a line at support@casebook.net! 

Resources 📚

New videos or articles added this week. 🎥  

  • People: Relationships

  • Reporting Best Practices
  • How to Create a Custom Report
  • How to Join Datasets

Sign up for a free Casebook Training. 💻 We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register by clicking the links to the classes listed below! ⬇️

2024 Training Calendar

Casebook PBC, 244 5th Avenue, Suite T248, New York, NY 10001, Main: (212) 796-6108

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