New Product Updates @ Casebook 

Check out our latest features and updates to keep you moving with Casebook.

February 28, 2022 

Release Highlights: 

• Users can now print notes from cb Engage, cb Intake, and cb Track. 
• Two new datasets added to cb Reporting - Provider Portal Users & Application Portal Users
• Update on Dynamic Fields in cb Reporting

Features ⭐

NEW:  Printing Notes. You can now print notes from your Notebook on a case record, intake report, and provider record. From the Notebook on a record, you can choose to print all of the notes associated with this unit of work, or just one note. To print all notes, select the printer icon. To print a single note, select the three ellipses icon, then select print. To access the notebook on a record, select See All in the Recent Notes section.

NEW: Two new datasets have been added to cb Reporting. You now have the ability to pull reports on Provider Portal Users and Application Portal Users. More information on these new datasets, including what fields are available, can be found here. 

NEW: People Dynamic Fields are now available in cb Reporting. You now have the ability to pull reports on the dynamic fields that your organization has created. These fields will populate at the bottom of the field list on the report builder.

NEW: Dynamic Fields - Date Range is now available in cb Reporting. You now have the ability to pull reports on the date range dynamic fields that your organization has created. 

Announcements 📢

New videos added this week. 🎥  Check out our new videos for how-to's for our most common features!

• cb Reporting: Data Filters
• cb Reporting: Date Filters

• cb Reporting: Dashboard Filters
• cb Reporting: Visualization Filter

Sign up for a free Casebook Training. 💻 We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register below! ⬇️

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