Getting Started With Casebook

Everything you need to know to get started and get to work in Casebook.

Admin

Everything you need to know to effectively configure Casebook.

People

Everything you need to know about Person Profiles in Casebook.

Intake

Everything you need to know about Casebook's Intake application.

Engage

Everything you need to know about Casebook's Case Management application.

Track

Everything you need to know about Casebook's Provider Management application.

Access

Everything you need to know about Casebook's Public Portal application.

Reporting

Everything you need to know about Casebook's Reporting application.

Program Area Specific

Everything you need to know about Program Specific items.

Customer Support

Need more help? Have a feature request? Want to provide feedback? We would love to hear from you!

Product Release Notes

All of our Product Release Notes are available here.

Frequently Asked Questions

Have a question? Check out our FAQs here.

General