Introducing an exciting new feature: Tasks in Engage! Now, you have the capability to effortlessly create and assign tasks to both Casebook users and external parties on a case. Tasks serve as the ultimate tool to keep you in control of all the crucial items that demand your attention. With the expansion of tasks into Engage, you can now seamlessly send forms to external parties for completion and allow them to conveniently upload attachments directly onto the case record. Get ready to supercharge your productivity! For more information, check out our Knowledge Base article.
The Casebook Team will be hosting two webinars to discuss the use of Tasks in Engage, keep an eye out for more information on how to register! 👀
NEW: Upload Attachments to Records in Bulk
Introducing a groundbreaking feature: Bulk upload attachments to case records, intake reports, provider records, and person profiles! Now, you have the convenience of selecting multiple files at once from your computer and effortlessly uploading them into Casebook's Attachments section. This incredible time-saving tool eliminates unnecessary steps and streamlines your digital file documentation process. For more information, check out our Knowledge Base article.
NEW: New Field in the Service Enrollment Dataset.
The following field has been added to the Service Enrollment Dataset. For more information, check out our Knowledge Base article.
person_providing_service: Use this field to report on the person who is providing the service to your client.
NEW: New Field in the Intake Dataset.
The following field has been added to the Intake Dataset. For more information, check out our Knowledge Base article.
created_at: Use this field to report on when the intake report was created in Casebook.
NEW: New Fields in the People Dataset.
The following fields have been added to the People Dataset. For more information, check out our Knowledge Base article.
employment_started_on: Use this field to report on the date the most recent employment started.
employment_ended_on: Use this field to report on the date the most recent employment ended.
UPDATE: Fields Removed in the People Dataset.
The following fields have been removed from the People Dataset. You may need to refresh your report if you run into an error. For more information on this process, check out our Knowledge Base article.
tribe
tribe_verification_source
tribe_verification_date
tribe_verified
NOTE: If any of the above changes cause an issue with your organization or you have further questions, please follow the steps outlined in the Knowledge Base or reach out to support@casebook.net for assistance.
Announcements 📣
Have you been keeping up with our latest webinar series? Catch up here!
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! ⬇️
