--- title: "People: Create a Person Profile" description: In Casebook, you have the ability to create a "Person Profile" for the clients you work with. This profile serves as a centralized location where workers and administrators can gather and store important information about the client. --- [Skip to content](https://gohub.casebook.net/knowledge/create-and-edit-a-person-profile#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [People](https://gohub.casebook.net/knowledge/people) # People: Create a Person Profile ## In Casebook, you have the ability to create a "Person Profile" for the clients you work with. This profile serves as a centralized location where workers and administrators can gather and store important information about the client. ####  The Person Profile provides a comprehensive view of the client's details, allowing for easy access and reference. By having all the valuable client information in one place, it helps streamline and enhance the work of the case workers and administrators, enabling them to better serve and support the clients. **Note:** Only users with permissions to create a Person will be able to do so.  #### **You can create people in multiple areas of the Casebook Platform**: - **Intake** - - Once you have opened a new Intake Report, you are able to take notes on your first interaction with a person in the *Narrative* section.  - If you've included the person in your notes collected, once you've *Processed* the narrative of your conversation - Casebook is able to suggest a person profile to be associated with the report.   - If the person already exists in Casebook, you can select their profile from the list. If the person is new to your organization, you can create a profile by selecting *Create Person*.  - - - Next, select the *+ icon* to *Add the Recommended Match*.  - **Engage**  - Within a case record, navigate to the *People* section.  - Select the *+ icon* at the right-hand side of this section to add a person to the case.  - - - Begin by entering the person's name in the *Person* field. If the person already exists in Casebook, you can select their profile from the list. If the person is new to your organization, you can create a profile by selecting *Create Person*.  - Enter the additional required information, such as Case Involvement, Role, and Effective Date. Then select *Save* from the right-hand action menu.  - **Track**  - Within a provider record, navigate to the *Clients* section. - Select the *+ icon* at the right-hand side of this section to associate a client with this provider through a service enrollment.  - Begin by entering the person's name in the *Clients* field. If the person already exists in Casebook, you can select their profile from the list. If the person is new to your organization, you can create a profile by selecting *Create New Person*.  - Enter the additional required information, such as Service. Then select *Save. * - **People**  - From the People Workload View, select the *+ icon* in the bottom right-hand corner. - Enter the information that your organization needs to track, keeping in mind that First and Last Name are required fields.  - Select *Save*.  ### Duplicate Prevention  The Duplicate Prevention feature alerts users to potential duplicates based on name, SSN/SIN (government ID), email address, and phone number matches during the creation of a person.  ![Screenshot 2024-07-11 at 12.24.29 PM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202024-07-11%20at%2012.24.29%20PM.png?width=688&height=258&name=Screenshot%202024-07-11%20at%2012.24.29%20PM.png) Duplicate prevention provides clear warnings when potential duplicate records are detected. This user-friendly interface allows you to either select matching records or proceed with creating a new entry, ensuring data integrity while maintaining flexibility. 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All rights reserved. Casebook Knowledge Base [Video Library](https://gohub.casebook.net/video-library) [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://6899772.fs1.hubspotusercontent-na1.net/hubfs/6899772/Knowledge%20Base%20Videos%20from%20Vidyard/Overview%20Person%20Profile%2012022.mp4", "dateModified" : "2024-09-11T19:39:02.162Z", "duration" : "PT1M50S", "height" : 1080, "name" : "Overview Person Profile 12022", "thumbnailUrl" : "https://gohub.casebook.net/hubfs/Knowledge%20Base%20Videos%20from%20Vidyard/Overview%20Person%20Profile%2012022.mp4/medium.jpg", "uploadDate" : "2024-09-11T18:49:34.306Z", "width" : 1920 } ```