There are multiple ways that your organization can document service delivery information in Casebook. This article will go over some suggestions on how to do so. Please note that this process can be altered to fit your needs.
We suggest using both Service Enrollments and Service Notes to document service delivery. You can think of Service Enrollments as the plan of services for your client and Service Notes as the daily log of each service interaction.
We suggest you begin by enrolling your clients in the services that they are receiving. This action can be done through cb Intake and cb Engage under the Service Plan section. You can also enroll clients into services through cb Track under the Clients section. Where you enroll clients largely depends on if your organization uses cases to track clients or not. For a step-by-step walkthrough of enrolling a client into a service, visit this article.
Why Use Service Enrollments?
Think of this step as documenting the entire service plan for the client. Service Enrollments will allow your organization to document high-level information regarding the client's involvement in the service. On the Service Enrollment card, you can log the planned date information, the number of service units being delivered, cost information, the frequency of service delivery, and more.
How do I report on Service Enrollment information?
You can use the service_enrollments dataset to report on all of the information from the Service Plan (Service Enrollment) section. You can view what fields are in that dataset here.
We suggest you also use Service Notes to document the specific service interactions that occur with your clients. This action can be done through cb Intake and cb Engage under the Service Plan section by selecting Add Service Note under an enrollment. You can also log Service Notes for clients from the Recent Notes section on a record. If you choose to create a Service Note from the Recent Notes section, this note may not be associated with a Service Enrollment. For a step-by-step walkthrough of creating a Service Note, visit this article.
Why Use Service Notes?
Think of this step as documenting each service interaction for your client. Service Notes allow you to capture session-specific information such as attendance, start time, and end times. Staff can also log a note detailing information about the service interaction.
How do I report on Service Notes information?
You can use the service_notes and service_notes_recipients datasets to report on all of the information from the Service Notes and the clients on the note. You can view what fields are in that dataset here.