Engage: Overview

Meet Engage; a specialized tool designed to assist dedicated individuals in their day-to-day work, making it easier and more efficient, even when they are on the move.

Overview & Benefits:

With Casebook’s Engage Module, users now have a powerful tool at their disposal to streamline their workflow. Engage offers a range of features that empower users and their supervisors to access vital information about a person's case promptly. This includes details about the assistance they have received, their network of connections, and notes from previous meetings—all conveniently accessible at a glance.

There are a variety of key functionalities throughout Engage that you will also see in other modules, such as Intake and Track. Let's explore some of the key functionalities of Engage:

Case Summary

Engage allows users to choose a Case Name, Case Type, Case Status and assignee, all at the top of the case in the Case Summary view. This is designed to show you general information about the case at first glance.

Engage allows case managers to keep a comprehensive record of the assistance provided to individuals over time. This feature ensures that no crucial details slip through the cracks, facilitating better support and continuity of care.


You will build out a dynamic person profile attached to each case for comprehensive tracking of demographics. The "Person Profile" page provides a holistic overview of an individual's situation. Case managers can easily monitor changes in their circumstances, allowing them to adapt support options. 

You can add additional fields to collect demographic information that is important to your organization using dynamic pages. 

Involvement Type:

The involvement type field allows you to track the length of time a person is associated with a particular program and their involvement with your organization. 


The role field allows you to select the role that describes their relationship to the case.

Service Plan: 

Users can access a comprehensive list of services the person is receiving, along with details of the service providers and the start dates. This feature ensures that case managers have a clear overview of the service and referrals in place.


Relationships is a unique feature in Casebook.  At the heart of Casebook’s person-centric model, there are person profiles that can be connected to one another via Relationships.  This is intended to help Human Service professionals so that they don’t lose track of important people in their clients’ lives over time.  

This feature allows displays the support network around a person, by displaying the related people (grouped by family, formal supports like doctors, and informal supports like friends etc) users to have a clear picture of the support network in place. This feature displays information that has already been captured on the Person profiles view only on a case. To edit relationships, you will need to access the person profile.

Engage enables users to distinguish between the client—the person who requires assistance—and other significant individuals involved in the case. This distinction ensures that the focus remains on the individual in need while still considering the relevant stakeholders.


This feature allows you to easily sync and schedule meetings with clients, ensuring that they are notified by email of the meeting time, place, date, and details. It is important to note that you will need to add the client as an attendee to ensure they receive an email notification.


With email integration, engage caters to users on the go. With this tool, users can send emails directly from a case, allowing for email tracking within the case. 


Engage provides a dedicated "Notebook" feature to record essential interactions and events.

Users can create various types of notes, including general notes, service-specific notes, contact-related notes, progress updates, meeting summaries, and even notes from emails. This versatility enables case managers to maintain a detailed account of the case's progression.

Important to note that general notes are the only note type that does not track specific dates and times.


Streamlined Paperwork: This tool allows users to complete an online form inside of Casebook that has been built out by administrators. These can be either PDF or web-based and can also be downloaded, giving the ability to centralize all of your work.


Streamlined Paperwork: The tool allows users to complete necessary paperwork efficiently by directly adding attachments, such as pictures or documents, to the person's case file. This eliminates the hassle of managing physical documents and centralizes all relevant information in one secure location.

Customizable Case Sections: 

Administrators have the power to make changes to case pages using Admin. They can create custom fields that adapt based on the organization’s needs, providing a tailored experience that aligns with the evolving needs of every program.

Configurable Fields inside Engage:

Configurable fields allow admin users to customize the options that appear in various fields. 

The fields that can be changed inside Engage are below:

Case Type

Case Status


Involvement Type 


Engage proves to be an indispensable tool in assisting those in need. Its ability to streamline processes and centralize information ensures that professionals can focus more on making a positive impact on people's lives.