NEW: More ways to customize your data. You can now add date fields, yes/no fields, number fields, and more to collect data that matters to you. Need a refresher on how to create dynamic fields? Check out our Knowledge Base article on how to create and edit dynamic fields.
An example of a new date field.
Meetings *
NEW: You can now schedule meetings in cb Track. We have replaced the Upcoming Visits section in cb Track with Meetings. Any meetings you schedule on the provider record will show up on your Casebook calendar, as well. You can also sync your personal calendar to Casebook, and meetings that are scheduled in Casebook will automatically be added to your personal calendar.
*Beta feature. Beta means that the service is not completely finished, but it will still do everything described.
Click to expand the video on how to create a meeting in cb Track.
Workflows & Tasks Embedded Links UPDATE: Any URLs in the Task description will now be hyperlinked. Workers can now easily navigate to any external links, if needed.
Just write the URL in the task description section, and it will automatically be hyperlinked after the task has been saved.
The image above is an example of a hyperlinked URL in the Task Description.
Tasks & Workflows
NEW: You can upload multiple attachments for any tasks that require a file upload. Save time by assigning one task for multiple attachments. If a required file is not ready to be uploaded yet, you can save the files that are ready to the task to be submitted at a later time.
Meetings UPDATE: Text Message has been added as a Contact Method option for Meetings and Meeting Notes.
If you had a meeting or checked in with a client over text message, you can now select Text Message as the contact method.
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