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Features ⭐

NEW: Seven New Datasets Added to cb Reporting. We have added five new datasets surrounding clients' medical information in cb Reporting: People Medical Allergies, People Medical Conditions, People Medical Insurance, People Medical Medications, and People Medical Providers. These five new datasets will provide you with powerful insight into the medical and health information of your clients. These datasets can be joined with the People dataset by using the person_id field. We have also added two new datasets to report on Service Notes: Service Notes and Service Notes Recipients. These two datasets will provide you with insight into the Service Notes that are logged for your clients. If you wish to join Service Notes or Service Notes Recipients with Services or Service Enrollments, you can match the datasets on service_id = service_offering_id. For more information on what is included in these datasets, check out this Knowledge Base Article!

NEW: Fields added to the Service_Enrollment Dataset. We have added five new fields to our datasets to give you even more insight into your data. For a complete overview of what fields are available in cb Reporting, check out this Knowledge Base Article. 

• service_actual_end_date - date the service was ended for the client
• actual_outcome_reason - the reason that the service enrollment was ended
• enrollment_total_unit_cost - total cost for the service enrollment
• method_of_delivery - how the service was delivered to the client
• ended_by_person - Casebook user who ended the service

UPDATE: Field Name Change in Service Enrollments Dataset. Action is required if you are using service_id in the Service Enrollments dataset.

We have recently changed the field service_id to service_enrollment_id, and as a result, you will need to adjust your report. Please follow the steps below:

Announcements 📢

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

• Connect Casebook to Zapier
• Create a Zap

• cb Reporting: Data Filter
• cb Reporting: Date 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! ⬇️