Hi there,

Exciting News! We’re introducing several new features to streamline your workflow, increase efficiency, and elevate your Casebook experience.

Streamline Productivity with Customizable Workload Views

We’re excited to introduce powerful updates to Workload Views across People, Case, Provider, and Intake, designed to help you work more efficiently and manage data with ease. New features like Global Labels for better organization and streamlined workflows, along with the ability to export data, make it simpler to access critical information and generate reports. These enhancements bring all the tools you need for effective case and provider management into one seamless experience.

What’s New?

🌟 Your Data, Organized How You Want It: Quickly organize and access critical data with advanced filtering, and customize your layout while adding new cases, providers, or intakes with just one click.

🏷️ Effortless Tagging and Search: Organize Cases and Intakes with personalized labels, and find what you need faster using powerful label-based search, all seamlessly integrated across Casebook.

🔒 Data Export Made Easy with Advanced Security: Export data with just a few clicks, while ensuring role-based access and robust protections for sensitive information, including SSNs and SINs.

Editing & Deleting Concurrent Case Involvements

Managing case involvements just got easier with new options to edit and delete specific entries right within the case view. 

What's New? 

🖋 Edit with Ease: Easily make changes to case involvement details with the new edit icon next to each involvement.

❌ Focused Data Cleanup: Remove specific involvements without the need to remove the person from the case.

⏱️ Save Valuable Time: Easily adjust individual involvements without needing to re-add people to the case.

We’re excited for you to explore these updates and see how they enhance your daily work. Be sure to share your feedback with us—your input helps us make Casebook even better! Contact us at support@casebook.net.