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Features ⭐

NEW: New Fields in cb Reporting. We have added several new fields to our datasets in cb Reporting. For more information on available datasets, check out this Knowledge Base Article. 

• Relationship Dataset: relationship_type. You can use this field to report on the types of relationships in Casebook (mother, social worker, brother). 
• Service Notes and Service Notes Recipients Dataset: intake_report_name. You can use this field to report on services that were created from an Intake Report. 
• Cases and Case Involvements Dataset: case_email_address. You can use this field to report on the case email address. 
• Tasks Dataset: is_workflow, case_id, provider_id, report_id. You can use these fields to report and filter by workflow tasks/stand-alone tasks, cases, providers, and intake reports. 

Announcements 📢

New videos or articles added this week. 🎥  

• Email Communications
• Report in My Time Zone

• Service Notes
• Which Clients Did I Serve on this Day?

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