cb Intake Overview

cb Intake is an application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.

Intake workers can create a new report and review all reports assigned to them from cb Intake's Workload View.  All of the critical report information will be displayed on the Workload View, so that you can easily scan through reports without viewing each one. 

You can use filters to find a report that you need to locate easily. Click here to learn more about filtering in cb Intake

You can view the report record by clicking on the name of the report. 

To create a new report click on the 'Create report' button in the bottom right corner. Click here to learn more about how to create a report