Casebook was built to be People-Centric. This means people have their own profiles in Casebook and can be associated with other records, such as an Intake Report or a Case Record.
Why is Casebook built this way?
Person Profiles in Casebook are a place to store all the information you have about individuals that you are working on behalf of or within your organization. These profiles reflect longitudinal data, which means data over time so that you can see trends such as address history, educational history, medical history, job history, and more.
Person profiles also link to historical information about this individual in Casebook. 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. This is a great way to be able to quickly glance at the history that someone has had with your agency.
Person profiles in Casebook can be linked directly to other person profiles in Casebook. 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.
We understand that cases get open and closed over time, and may not have led to a successful outcome. At the time that a caseworker closes a case, we know it can be important for organizations to still have access to that person-level data. 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.