In your Casebook Platform, you are able to create a "Person Profile" on the clients you serve. This profile allows workers and administrators to capture valuable client information in one comprehensive view.
Note: Only users with permissions to create a Person will be able to do so.
Creating People:
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- You are able to manually create a "person profile" in Casebook through two ways:
- Via cb Intake
- Once you have opened an Intake Report in your platform, you are able to take notes on your first interaction with a client in the "Narrative" section of the Intake Report.
- If you've included the client in your notes collected, once you've "processed" the narrative of your conversation - your Casebook platform is able to "suggest" a person profile to be made on your client.
- If a person profile has not already been made on behalf of your client, your platform will suggest that you "create a person" for said client.
- You will then need to distinguish the "role" of the client based on the available drop-down options you've configured in cb Admin.
- Now "Add the Recommended Match".
- You will notice your view will change to an expanded person profile. You will be able to add additional demographic, contact, and basic information to this expanded person profile.
- Next, click "Add Person"
- Once you have opened an Intake Report in your platform, you are able to take notes on your first interaction with a client in the "Narrative" section of the Intake Report.
- Via cb Intake
- You are able to manually create a "person profile" in Casebook through two ways:
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- Via cb Engage
- Within a case file, navigate to the "Person" section
- To the right of your screen, you'll notice a purple plus sign, that when hovered over prompts you "Add a Person".
- You are then taken to the view below:
- Within the "Person" field, add the name of the client. If the client is already in the system, choose that client's person record.
- If the client is not already in the system, click "Create a Person"
- You will be taken to an expanded person profile view.
- Fill in the contents of the person profile, based on the information you would like to collect on the client.
- Click "Add Person"
- Assign appropriate "Roles" and "involvements"
- "Effective date" can either be the date entered the client in your platform or the date the client first came under your care.
- If your workflow calls for you to connect "Services" to your client's person profile, then add the respective service.
- You will be taken to an expanded person profile view.
- Within a case file, navigate to the "Person" section
- Via cb Engage
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To Navigate to a Person Profile:
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- You can use the global search bar to search for a person by name, address, or phone number.
- You can click on a person’s name if it exists in an intake report, case file, a provider profile to access the expanded person profile as well.
Once a person profile exists in the systems, you can edit the person’s details, like their name, age, contact information, etc. To do this, click edit button.