What’s New in Casebook

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

October 28th

cb CORE

IMPROVEMENT Feature: You may have noticed, we made an update to the homepage that now displays all the various work assigned to you in the Casebook Platform. 

cb ACCESS

NEW Feature: New email notifications for portal users and applications

Users will receive email notifications when: 

• A new attachment has been added to application
• A new form submission on an application that is started/saved & submitted later

We want your feedback.  If you have any email or in-app notifications you’d like us to put on the wishlist, please share with us on support@casebook.net

cb TRACK

NEW Feature: New Client Section on Provider Profiles

You have told us, you want a way to view all service recipients for a single provider. This view allows workers to answer the following questions without digging through person records or manually tallying information:

Which children are placed at this resource (foster) home?

How extensively have we used this specific provider? How many clients have we referred to them for services?

This service provider is over capacity - are there service enrollments ending soon that will open up a space for the client I want to enroll?

Clients are defined as those receiving services. To add a client to any provider organization/family, simply click on purple + button, add client name, choose service, and add some details about frequency and goals. To end a service, click on the red stop button and it will populate today’s date and prompt you to add notes if applicable. Visit page for more information.

Key Benefits

• • Easily access a list of all clients that are currently receiving a service from a specific provider, and view those that have previously received services
  • Add multiple services from the same provider to a person at one time
  • Allows users to add services in more than one way for flexibility (either visit the provider profile or the person page)
  • ‘End service’ button makes it easy to end a service for a client with a simple click 

Introducing: cb ENGAGE 

Next week, we’ll be launching our brand new Case Management app, cb Engage!

Sneak peek of new features

• Supports case teaming, allowing assignment of a primary responsible case or social worker and other team members
• Easy to enter notes - like contacts, visits, and service delivery - which capture structured data to enable easier reporting and can be filtered by date
• Case History Page that records important events throughout the life of the case

Don't Forget!

Casebook is web-based. Simply login to Casebook on your phone or tablet to the internet browser of your choice to get the full Casebook experience on the go. 

Happy with Casebook? (if not, let's chat!)

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