Do more with Casebook 

New features, updates and other improvements to help you get the most out of Casebook  

August 12, 2021 

Today's Release Notes covers:

• The ability to send forms to be completed by clients and others
• View PDFs in the attachments section
• Updates to cb Reporting

Features ⭐

cb Intake 

NEW: Workers will no longer have spend time transcribing completed forms that were filled out by clients. You can now share forms created in Casebook with clients.

After you've created a task for you client, they will receive an email with information on how to access and complete the form. Once you've approved their form, the form will automatically be added to the Forms section on your inquiry, service referral or incident report. 

Click to view video: How to create a form task

Click to view video: How to preview a PDF 

Attachments 

NEW: You can now preview PDFs attached in Casebook. You no longer have to download PDFs in order to view them. 

Using grid view, hover over the PDF thumbnail then click Expand to view the PDF. 

cb Track

UPDATE: We've changed up the way we refer to provider records   

cb Reporting

NEW: Filter the Cases Summary and Providers Summary by Parent Value Status
You can now filter out any inactive case or provider records from the reporting dashboard. This filter applies to the field 'case status' or 'provider status' that have been mapped to the parent values active and inactive.Need a refresher on parent values? Read On. 

NEW:  More fields added to cb Reporting Datasets 

Below you will find the Field Name and the Dataset where you can find the field to pull into a report

"most_recent employment" | People 

"income_type" | People
"income_frequency | People

"employer" | People

"position" | People

"note_subject" | Notes

"service_name" | Providers
"main_applicant" | Intake 

UPDATE:  New fields added to the People, Notes Pre-built reports

• 'most recent employment' and 'income' fields are available on the People Data table in the pre-built People Reports. 

• A column for 'note subject' has been added to the Client Notes table in the pre-built Notes Reports. 
  

📢 Announcements  

Sign up for Casebook 101 Training. 💻 Every first Monday of the month, we offer a Casebook 101 training. Send your new hires and anyone who wants a refresher course. 

Upcoming dates:

September 6th, 2021 11-12pm ET

October 4th, 2021 11-12pm ET

November 1st, 2021 11-12pm ET

December 6th, 2021 11-12pm ET

Visit registration link for full list of dates.

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