NEW: Add date of death for a person who is deceased. It happens, sometimes clients pass away; you can now add a date of death and run a report on all clients, filtered by those who have passed on. You can find it as ‘is_deceased’ in People Reports
An example of Date of death on a person record.
cb Engage
NEW:Case History now captures Status Changes
You can keep informed about the case status through the History page on the case. Now you can see when a case went from Active to Closed or any other changes to the status. This will help workers stay knowledgeable about cases and priorities.
Click to enlarge the video of Case Status change in History.
cb Engage
NEW:Overall Goals just got easier to read and quickly scan with space formatting.
You can format spacing for Overall Goals in the Case details section. Now when you add spacing to your note, it will persist after it has been saved.
An example of Overall Goals space formatting.
cb Reporting
NEW:Get the full scoop with the new Narrative data available in the Notes Reports.
The Note's narrative is now included in the the “notes” dataset, and in the pre-built report. The “Client Notes” will only show notes that have a person associated with the note. If the note does not have any people associated with it, then it will not appear in the Client Notes section.
cb Admin
NEW:The bulk import process just got easier! We've cut out most of the copy/paste actions with bulk import, and made it more efficient.
Bulk Import has a new look and feel in cb Admin! We've added clear steps to outline the import process, and we've even added a data verification step.
The verification step will let you know if there are any errors with the data, so you can make corrections to it before uploading it into Casebook. Check out this Knowledge Base article to learn more.
Schedule a consultation with our reporting expert. 📊
Learn how to get the most value out of Casebook's reporting capabilities:
Customize pre-built reports to fit your reporting needs
Use filters to slice and dice the reports in different ways
Export your reports & charts via PDF, Excel or PowerPoint
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