What’s New in Casebook

New features, fixes, and other improvements

to help you get the most out of Casebook

March 10, 2021 

🔦 Spotlight Feature

cb Engage

NEW:  Services v1.2 helps organizations keep track of all services provided to a client (internally and externally). Check out the Services v1.2 FAQ here. 

Services v1.2 enables users: 

• to record a service delivered by their workers to clients
• to record a service referral to a third-party provider
• to match a client with a service (externally provided, but possibly internally managed)

Services v1.2 enables organizations to keep track of:

• One time only services
• Outcomes of an enrollment
• Completion of the overall service enrollment 

Features

Workflows

NEW: Step numbers have been added to each step in a workflow. 

Now you can easily see how many steps there are in a workflow.

cb Admin

NEW: Ability to pre-populate forms with more than one option in a field. 

Use the Select component instead of the Text Field component when creating a form to pre-populate forms with more than one option in a field. Check out this article on prepopulation to learn more.

UPDATED: New "Next stage" icon when creating forms. 

The "Next stage" (green arrow) icon will move the form into the "In review" section. 

Notifications

NEW: Stay on top of tasks with new in app notifications. 

Users will now receive notifications when a new task is assigned to them. 

UPDATED: Portal Users will receive new tasks notifications in cb Access. 

cb Engage 

NEW: Ability to format spacing in Notes.
Spacing in notes can be formatted. When you create paragraph and bullet points, they will stay when the note is saved. 

Bugs 🐞

BUG FIX | cb Intake: Notes that are created will now show up without refreshing the Reports page, and notes from the Notebook page will be on the Reports page, as well. 
Previously, the Reports page had to be refreshed before the note would appear. Also, previously, notes created on the Notebook page weren't showing up on the Reports page.

KNOWN BUG | Person Profile: The YES/No options covers Employed * in Employment and finances section. 

Get help when you need it! 

Chat with our customer support team

M-F from 10am - 6pm EST by selecting the Help chat in the upper right hand support menu from any page you're in Casebook.

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