People-Centricity is key to Casebook's design. This means all people can have profiles in Casebook and can be associated with other records, such as an Intake Report or a Case Record.
Why can't I simply enter all person details directly in my [Case, Intake, Provider, Note, etc.]?
Or, why was Casebook built this way?!
People are at the heart of Human and Social Service work. Our organization has been serving non-profits and government agencies for decades in various formats, and one central truth we have adopted over years is to keep People at the center. Casebook separates People as profiles separate from an Intake, Case, Provider, Note, etc so that you and your team can reduce data entry over time and to help your organization deliver more reliable, timely reports.
Person Profiles in Casebook enable you to store all the information you have about individuals that you are working on behalf of or within your organization. These profiles collect information that will stick with a person over time -- like date of birth, military history/veteran status, demographic information -- and those that will change over time that you would like to view in one place so that you can see trends like address history, educational history, medical history, job history, and more.
Person profiles automatically build a history of your service and involvement with this individual over time. If you have worked with this person by giving them a role on an Intake, Case, or Provider, then the links to each of those records will populate on the person profile. Also, if you have enrolled them in a service or tracked a unit of service delivered, this service plan history will build over time. This is a great way to be able to quickly glance at the history that someone has had with your agency to improve transparency, collaboration and most importantly, service to your clients.
Person profiles in Casebook can be linked directly to other person profiles in Casebook using the Relationships feature. This feature allows you to build a persistent picture of the support network around an individual. The Relationships section is intended to display real-world relationships between individuals, and these can also reflect that relationships may end legally or informally over time. By adding relationships between people, you will save yourself and your co-workers clicks and time in the future. Relationships will automatically pull related people into the Case or Intake, where you can filter which relationships to people are carried by each person - meaning, you never have to go back to track who you might want to include in the service or treatment plan.
Cases will open and close over time, some with successful outcomes, some not. Using People profiles allows you and your team access to that person-level data regardless of the Case status. Furthermore, a person might be involved in different types of cases at different points in time. Information from one case could be relevant to another case related to that person. In both situations, you are still dealing with the same person, a having a person profile that is separate from the case record allows you to reach the 360-view of the person.