We’re excited to unveil three new features designed to enhance your Casebook experience.
New Features
1. Webhooks for Services
Introducing “Webhooks for Services”, a feature designed to enhance connectivity and efficiency within your system. Allowing you to seamlessly send crucial data from Casebook to other systems you use, ensuring real-time synchronization and a smoother workflow.
What’s New?
Automatic Data Transfer: Webhooks automatically send service data whenever certain events occur, such as when a service is created or delivered.
Seamless Integration: Easily set up webhooks to share detailed service data—such as enrollments, interactions, offerings, and funding sources—with external billing systems or other tools.
A game-changing feature that brings all your case management tools together in one streamlined, easy-to-use interface. Say goodbye to scattered information and hello to seamless organization!
What’s New?
All Your Cases, One Central View: The Engage Workload View puts every case at your fingertips, displaying crucial details such as Case Type, Status, County, and more—everything you need in one convenient place.
Tailor Your Workflow with Ease: Whether you’re looking to zero in on specific cases with powerful filters, view only your own work with My Work, or identify Unassigned cases, Engage Workload View gives you the flexibility to work your way. Customize the view further by selecting which fields to display and adjusting the case density to suit your preferences.
Instant Case Creation: Need to start a new case? The Engage Workload View makes it easy with the plus icon—just a click away from creating a new case, right from where you manage everything else.
Your new go-to for managing provider records with ease and precision. This centralized tool is designed to streamline your workflow, helping you stay organized and in control.
What you can expect?
All Your Provider Info, All in One Place: With Track Workload View, you can easily access all your provider records, complete with details such as Name, Provider Type, License Status, and more—all in a single, user-friendly view.
Effortless Filtering & Customization: Need to focus on specific records? Apply filters with a click, view only the records you’ve created with My Work, or check out Unassigned providers. Plus, customize your display to show only the fields you need and adjust the density to match your viewing preferences.
Create New Records with a Click: Ready to add a new provider, parent organization, or fund? Simply click the plus icon in the bottom right corner, and you’re good to go.
